Creating and maintaining structures

This procedure describes how to create a reporting structure and associate data elements with it.

A reporting structure defines the boundaries of the data gathered for a report. A reporting structure can be a collection of data elements but more usually it represents department, process, or similar company-designated data.

After a reporting structure is defined, data elements used by that structure must be associated with it. To use the example of a General Ledger reporting structure, that structure would need to be associated with a company data element and an accounting unit data element for reporting purposes.

  1. Open the Tools dashboard and select Report Administration. The Reporting Services Administration screen is displayed.
  2. Select Rights Management > New Structure The Structure Maintenance screen is displayed.
  3. Specify this information:
    Specify a name for the new reporting structure.
    Optionally, specify a description for the reporting structure.
    Select the appropriate status for the structure. To filter or burst this structure, select Active.
  4. Click Add. The Structure Maintenance screen is displayed.
  5. To add an element to the structure, click New. The Structure Maintenance screen is displayed.
  6. Select an element. If the required element is not included in the list, select New Element. For more information, see Creating and maintaining elements.
  7. Specify an order for the new data element. The order value increments each time you add an element. To change the element order .
    Note: If several data elements are to associated with the structure, leave gaps between order numbers to allow for additional elements whose order may fall inside the order set. For example, you might use order numbers 10, 20, and 30 for the first three associated data elements.
  8. Click Add. The data element is displayed ordered in the structure's element list.