Reports

Navigation and context transfer between reports

You can access the C-Suite dashboard reports in these ways:

• In the C-Suite dashboard, use the report buttons.

  If you access a report from the C-Suite dashboard, the report inherits these elements:

  • Current application context, for example, reporting and comparison periods, or a version.
  • Widget selection, for example, a strategy, objective, or metric.
  • Chart configuration, for example, a number of periods.
• Use tabs in other reports.

  If you access a report through a tab in another report, the context is inherited partially from that another report. The report that you access inherits these elements:

  • The Filter panel: Based on the last configuration from another report. For example, the last used objective, metric, reporting period, or comparison period.
  • The application context is applied, for example, the reporting and comparison periods, the reporting version.
  • The selected dimension and filtered element are fully inherited.

  If you navigate from the Top & Bottom Analysis report, the first analysis dimension and its displayed elements are transferred to the report you navigate to.

To return to the C-Suite dashboard, use the Home icon in a report header.

This procedure shows an example of a use case:

1. In the Trend & Projection report, click Analyze By and select an entity and filter for Genesis Automotive.
2. Navigate to the Metrics Overview report.

   The report opens with the Entity dimension that is filtered for Genesis Automotive.

3. Navigate to the Top & Bottom Analysis report.

   The report shows the entity in the data grid. It is zoomed in to show the Genesis Automotive child elements.

4. In the Top & Bottom Analysis report, perform these actions:
   • Click Analyze By and select Region. This replaces the entity in the grid.
   • Click Zoom In on Europe.
   • Click Expand To and select a product. This adds another dimension to the grid.
5. Return to the Metrics Overview report.

   The report shows Region as the dimension and is filtered for Europe.

Application Context

The application context is shared across all C-Suite components. You can access the context in the Filter panel.

This table shows the context fields available in the Application Context widget:

Context field	Description
Configuration Set	A predefined group of settings that determine how data is structured and displayed. It is inherited from the General Ledger (GL) and is hidden. You cannot edit it.
Reporting Period	The month for which to view data. By default, this is set to the previous month. For example, if today is July 5, 2025, the Reporting Period field shows June, 2025. The list of available periods is based on the calendar definition in Financial Reporting. This field is required.
Comparison Period	The month that is used to compare against the reporting period. By default, this is the month before the reporting period. For example, if today is July 5, 2025, the Comparison Period field shows May, 2025. The list of available periods is based on the calendar definition in Financial Reporting. This field is required.
Reporting Version	The version of data that is being analyzed. Typically, these are actuals, for example, real recorded data. This field is required.
Comparison Version	The version that is used for comparison. Typically, it is the budget. Currently, this field is used only in the Trend & Projection widget. This field is optional.
Forecast Version	The version that includes projected data for future periods. Currently, this field is used only in the Trend & Projection widget. This field is optional.

Filter panel

The Filter panel is available in all C-Suite reports, with shared parameters. Certain fields are not displayed in some reports if they are not required or may operate under slightly different logic depending on a specific report.

The Filter panel is expanded by default. You can collapse it, if needed. The list of dimensions in the Filter panel is derived from the Enterprise perspective.

The Filter panel includes the Reporting Period and Comparison Period fields. You can set the periods independently of the Application Context. Those filters do not override the Application Context values but provide an additional layer of filtering within a report. Therefore, a report can be scoped to one period through the context settings and simultaneously apply filters to focus on a different subset of data.

This table shows the filters available in the Filter panel.

Filter	Description
Objective	A single selection that is inherited from the dashboard.
Metric	A single selection that is inherited from the dashboard.
Reporting Period	Independent from the global context. A month selection is the only option available.
Comparison Period	Independent from the global context. A month selection is the only option available. Not available in the Trend & Projection report.
Entity	A single selection only. The default setting is All Entities.
Currency	For the All Entities setting, this filter shows the default reporting currency as defined in Business Modeling. For a single entity, this filter shows the list of all active currencies as defined in Business Modeling.
Unit Of Measure	Always uses the Total value.
Other dimensions (dynamic list) such as Product, Business Unit, Region…	A single selection only.