Creating a custom consolidation report in Business Modeling

  1. Select Business Modeling > Custom Extensions > Reports.
  2. In the Navigation Structure field, select Consolidation.
  3. Click the Add Report icon and specify this information:
    Name
    Specify the name of the custom consolidation report.

    You can create only one custom report for the Intercompany Reconciliation Status report and the Transactions Intercompany Data Entry Status report. For the Entity Statements reports and the Group Statements reports, you can create maximum five custom reports. You must adhere to these report naming conventions:

    • For an Intercompany Reconciliation Status report, use ICRECONC_ST1.
    • For an Transactions Intercompany Data Entry Status report, use TRANSACT_DE_ST1.
    • For an Entity Statements report, use ENTITY_ST1, ENTITY_ST2, ENTITY_ST3, ENTITY_ST4, and ENTITY_ST5.
    • For a Group Statements report, use GROUP_ST1, GROUP_ST2, GROUP_ST3, GROUP_ST4, and GROUP_ST5.
    Description
    Optionally, specify the description of the custom consolidation report.
    Section
    Depending on the consolidation report type, select one of these options:
    • Rates and Reconciliation > Intercompany Matching
    • Reporting > Entity Reports
    • Reporting > Group Reports
    Application Unique Name
    Select the unique name of the custom application. The unique name must match the unique name of the custom application defined in EPM Administration, for example, cst_CustomJumps.
    Report Unique Name
    Specify the unique name of the Application Studio report. To copy and paste the report unique name, perform these steps:
    1. In Application Studio, sign in to the custom application.
    2. In the Report Catalog, select Reports > Consolidation Custom Jump Template.
    3. Right-click Consolidation Custom Jump Template and select Properties.
    4. In the General section, copy the report unique name, for example, co_CustomJumpTemplate.
    Show in navigation
    Not applicable. Custom consolidation reports do not belong to standard consolidation reports that are displayed in the navigation.
    Report Parameter
    Not applicable.
  4. Optionally, specify the translations of the consolidation report name in available languages.
  5. Click Save.