Using reports

Reports are created in Report Wizard on selected data from a favorite view. A report is a snapshot of this data, which is loaded into a report file as measures representing data types and budget versions.

Once you have created a report or opened an existing report, you have a number of features available.

This table displays all the features available in the report.

Features Descriptions
Show/Hide columns Displays the Show/Hide Columns dialog box, which enables you to define which columns you want to display. Select the columns you want show and unselect the columns you want to hide.
Decrease Decimals Reduces the number of decimals by one in the selected cell's column.
Increase Decimals Increases the number of decimals by one in the selected cell's column.
Add Calculated Measure Displays the Calculated Measures dialog box, which enables you to add calculated measure columns to the report. The Calculated Measures columns are defined by a formula you specify and based on one or more measures.
Data Indicator Displays the Data Indicator dialog box, which enables you to color cells inside or outside a value range you specify. You can easily identify indications or trace variation in large volumes of data.
Add Totals You can toggle between displaying detailed and total value, and displaying only total value.
Update Displays the Update Measure dialog box, which enables you to update measures for specified periods. A snapshot of the favorite view data for the defined period is loaded. If the measure includes the period, the existing data is overwritten. If the measure does not include the period, the periods are created and populated. All calculated measures and totals are re-calculated and data indicators applied.
Save You can save the report as a DCA file in the Report folder. The saved report can be opened from the Report Wizard. The DCA file can be distributed to other M3 DMP users who can import the report through the Report Wizard.
Copy to Clipboard You can copy parts or complete reports for the purpose of pasting them into documents, for example, Microsoft Excel documents.
Print You can print the report.
Tool Tips Displays a small definition of a button or column.