Company

The name of the company for which reports and their templates are to be generated.

Report ID

The identification number of the report for which you wish to retrieve details in the multiline.

Report Description

A textual description of the report.

Report Category

Use the drop-down list box to specify the category to which report you wish to retrieve belongs. The system lists all the “active” quick codes as defined for the entity “Cost Report Category” in the “Create Quick Codes” activity of the “Quick Codes” business component.

By default the system leaves this field blank.

Status

Use the drop-down list box to specify the status of the report for which you wish to retrieve details in the multiline. The system lists the options as follows:

·         Fresh - Select this option if you wish to retrieve records of report IDs that are “Fresh” in status.

·         Active – Select this option if you wish to retrieve records of report IDs that are “Active” in status.

·         Inactive – Select this option if you wish to retrieve records of report IDs that are “Inactive” in status.

Created by

The login user by whom the template was created.

Report ID

The user defined Report ID name. Mandatory.

Report Description

A brief textual description of the report ID.  Mandatory.

CE Struct. ID

The Cost Element structure ID as defined in the “Manage CE Structure” activity. Mandatory.

Ensure that the value selected in this field is a valid CE Structure ID

Help facility available

Col. Struct. ID

Use the drop-down list box to specify the Column Structure ID as defined in the “Manage cost column structure” activity. Mandatory.

Ensure that the value selected in this field is a column structure ID for which all the formulas have been defined.

CC Struct. ID

The cost center structure ID as defined in the “Create Cost Center Structure” activity. Mandatory.

Ensure that the value selected in this field is an “active” CC Structure ID that exists for the login OU.

Help facility available

Column Formula

Indicates whether formula is defined for all the columns, which could be any of the following:

·         fx-defined - Indicates that formula is defined for all the columns with Column-Element level formula.

·         fx-not defined – Indicates that all the formula has not been defined.

CE Disp. Level

Use the drop-down list box to specify the report output as to the level of the CE structure.  The system lists the maximum number of levels in all the CE Structure IDs.

CC Entry Level

Use the drop-down list box to specify the output for CC and Group CC above the given level in the CC structure ID

Ensure that the value entered in this field is a level that exists for the CC Structure ID.

CC Struct. Level

Use the drop-down list box to specify the output for the CC and Group CC for the given level in the CC Structure ID.

Ensure that the value entered in this field is a level that exists for the CC Structure ID.

Help facility available

CC Report Option

Use the drop-down list box to specify the basis on which CC is to be displayed in the report. The system lists the following options:

·         CC Group –  Select this option if you wish that only the Group CCs to be displayed in the report

·         CC Detail – Select this option if you wish that only the detail CC in the CC Structure ID will be displayed in the report.

·         CC Structure – Select this option if you wish that the entire group CCs and Detail CCs will be displayed in the report. Note: If the selected cost column structure ID has cost center as dimension, the report will be generated with CC structure ID as the column hierarchy.

Group CC

The group Cost Centers will be displayed in the report.

Leave this field blank if Cost Center is specified.

Ensure that the value entered in this field is an “active” group cost center as defined for the Cost Center Type “Group” that exists for the login OU and is part of the CC Structure ID.

Cost Center

Indicates that the report will be displayed only for the given Cost Center.

Leave this field blank if Group CC is specified.

Ensure that the value entered in this field is an “active” cost center as defined for the Cost Center Type “Detail” that exists for the login OU and is part of the CC Structure ID.

Report Category

The quick code  category to which the report belongs.

Budget Display

Use the drop-down list box to specify the period for which the budget is to be displayed in the report. The system lists the following options:

§  All Periods – The Budget is displayed for all the period in the report.

§  Reporting Periods – The Budget is displayed only for the reporting periods in the report.

The system displays the value ‘All Periods’, by default.

Report Grouping

Use the drop-down list box to specify the grouping based on which the report is displayed. The system lists the value ‘Cost Center’ along with a blank value. The system leaves the field blank, by default.

Status

Use the drop-down list box to specify the status of the Report ID. The system lists the following options:

·         Fresh –if formula is available for a report id and not defined

·         Active-if formula is available for a report id and defined the user  manually changes to active

·         Inactive –to inactivate a report id.

Created by

The login user who created the report template.

Created Date

The date on which the report template was created.

Modified by

The login user who modified the report template last

Modified Date

The date on which the report template was last modified.