Creating report settings

Report settings are the parameters that are used for the project reports. Color coded alerts can be set up and labeled with tool tips. Multiple report settings can be created to so that users can view various sets of data.

  1. Select Reports By Actor or Global Reports.
  2. On the Obligations tab select Actions > Create.
  3. For reports by actor, administrators can select an actor to which to assign the project reporting settings. Users without an administrator role can only select their own names for the actor.
  4. Specify a name and description for the project report setting.
  5. Specify this information:
    Structure
    Select a structure for the report setting.
    Budget Scenario
    Select a budget scenario for comparing amounts for the report setting.
    Account
    Select the summary or posting account to show on the report for the report settings.
    • If you select a summary account, then all of the posting accounts that are included in the summary are displayed. You must verify that the same report chart that is used in the report basis is used for the summary account
    • If this field is blank, then all posting accounts are displayed.
    .
    Exclude Undistributed Retained Earnings
    Select this check box to exclude the undistributed retained earnings account. When this check box is selected, the amount is not included in these totals:
    • Project obligation
    • Project variance
    • Project period comparison
    • Contract percent complete
    • Contract gross margin
    Reporting Period
    Select a report period.
    Report Currency Option
    Select the report currency.
    Suppress Zero Rows
    Select this check box to suppress zero rows. When this check box is selected, records with zero amounts are not included in these reports:
    • Project obligation
    • Project variance
    • Project period comparison
    • Contract percent complete
    • Contract gross margin
    Period End Date
    Select the period end date to use for the report setting.
    Comparison Period End Date
    Select an end date to compare to the Period End Date. This field is used for the Project Period Comparison Report. This field is displayed when the reporting period is not Life To Date.
  6. In the Budget Variance Percent Settings section, red, yellow, and green alerts are used on the project variance report. Specify the minimum and maximum percent of variance to show for each of the alerts.
  7. Specify the text that is displayed when a user moves the pointer over each of the alerts.
  8. Click Save.