Defining a Transaction Writer report

Transaction Writer enables you to define transaction reports. This procedure describes how to define a report with the user analysis values that you want to view.

Note: Once the report is defined, you can change the report parameters at any time.
  1. Access Transaction Writer (SL91.1).
  2. Select a report name or click New Report to define a new report name and description.
  3. On the User Analysis tab, select the user analysis values that you will include in the report. Use these guidelines to specify the field values:
    Sel (Selected Segment)

    Select this to include the user analysis in the report.

    User Analysis Value

    Select which user analysis value you will include in the report.

    Note: You can include historical value segments on a Transaction Writer report. In addition to selecting from the valid values, you can also specify a value segment that is not currently valid.
  4. (Optional) To narrow the report down further, you must define additional selection criteria using the Secondary Values form tab.

    Use these guidelines to specify the field values:

    Field

    Select the attribute that you will include specific values in the report.

    Value Range

    You can include a specific range of attribute values in the report. Specify the beginning value in the first value range field and the ending value in the second value range field.

    Note: To include a negative amount in a value range field, the minus sign must follow the numeric value. For example, specify 100.00-.
    Or Group

    This field determines how attribute information is grouped. You can select a value to define an AND/OR condition.

    Note: Use both the Field and Or Group values to define conditional statements. You cannot have a Field attribute and Or Group value that are the same.

    The system identifies a blank field as a character. If you identify two attributes and type a character in the Or Group field for one attribute, then the OR condition is set as default.

  5. (Optional) Select the Sort page to select up to eight user attributes used for sorting transactions.
    Note: You can include totals for any or all of the sort fields in the report. For example, if you use company, accounting unit, and account as your sort options, and you select the print totals option for the accounting unit and account, then the report will print subtotals by accounting unit or account within the company.
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