Model reports are list reports that display information from Modeled Sheets.
Required Permission: Access Reports
Navigation: Reports and choose Model from the New Report menu
Builder User Interface
The report builder interface consists of:
Left Pane for Selecting Reporting Elements
Report Elements: You can browse or search for reporting elements from a list of sheets that you have access to. You drag and drop selections into the columns axis of the Report Design area to add them to a report.
You can select an individual element, a range, or make a custom selection. Attributes are not available as elements in the model report builder even though they may be present in modeled sheets.
Blank Spacer: Blank spacers are used only when building multi-tier Model reports which combine data from two or more different modeled sheets. Blank spacers are used when a particular column has no corresponding element in a particular tier or model. You can drag and drop Blank space from the bottom of the left pane.
Report Design Area
The report design area consists of a horizontal columns axis. To create a model report, drag and drop reporting elements into tiers on the columns axis. The columns axis initially has one tier, which can be filled with any elements from any single modeled sheet in the Reporting Elements.
You can add tiers by dropping elements from another single sheet to column axis. A tier can only contain elements from the sheet on which the tier was created.
Model reports display data from modeled sheets in your instance. For example, a model report can show headcount detail, including each employee’s salary and benefits.
See Report Builder Toolbar Reference for descriptions of the toolbar icons for the Model Report Builder.
Create a Model Report
To create a model report:
- From the Reports screen, click New Report and select Model from the menu.
Drag and drop elements from the data elements menu onto the design area to create columns for the report.
The data elements menu gives you a list of the modeled sheets to which you have access. Browse the sheets or search for the reporting elements you want to add to your report. Sheet elements are displayed in the left pane in the following order:
Accounts (input, calculated, initial value)
Monthly lookup tables
Modeled sheet assumptions
Dimensions and text selectors
The Blank Spacer element lets you add a blank row to the report. This can help make a report easier to read.
- If you want to query two separate modeled sheets, drag the column element from the second sheet to the builder design area.
For example, the report is pulling data from two modeled sheets: Services Revenue and Maintenance Revenue. When the report is run, all the data is combined and sorted as one block of data. Where one tier lacks data displayed in other tiers, the report leaves the cell blank.
A gray line separating the columns from the two sheets appears:
Drag and drop the elements in the design area to reorder them. You cannot move columns from a sheet to another tier.
To delete an element, right-click and select Delete from the context menu.
To remove a sheet, drag the sheet to the Delete (trash can) icon.
To set up filter conditions, click the Filters icon from the toolbar. See Setting up Filters for information on setting up filters.
Click the Save icon from the toolbar to save all changes.
Format the Display of Elements
To format the display of the report, columns, or data elements:
To format the report, click the Gear icon from the toolbar to open the Reports Properties dialog. On the Display tab, set display options. See Report Display.
To format a selected column, click the Element properties icon from the toolbar. See Formatting for Columns and Data.
Set the format of a selected date column. See Date Display Options.
Set the format of a selected numeric column or Totals cell. See Numeric Display Options.
To set the range for an account or assumptions column, right-click the column and select Range from the menu. The Range tab for the Element Properties dialog appears.
Click the Apply icon to save all changes