Skip to content

Working on process reports (contributor)

Introduction

This module details some of the procedures for generating reports on data of the process open in the contributor cockpit.

Extract a report on consolidation journals

Application database > Processes tile > select process > Contributor > select Detail summary or step tab > select entity > (Actions section) > Process reports > Journals book

Application database > Navbar > Processes > select process > Contributor > select Detail summary or step tab > select entity > (Actions section) > Process reports > Journals book

  1. In the Journals filter section, select the type of journal to display, any category or node of categories by which to filter the journals and, if desired, indicate one or several journals of the selected scenario/period.
  2. In the Rows filter section, select the accounts to be included in or excluded from the report (only main accounts, result accounts) and specify the type and/or nature of the rows to be recovered on the selected accounts (detail, variation, normal) and their origin.
  3. In the Scenario/period section, select the desired scenario/period.
  4. In Grouping and Sorting, define the grouping and sorting mode for the headers of journals and rows in the report table.

Generate an ad-hoc analysis report

In the ad-hoc analysis filters table, the Scenario, Period, Entity and Amount type dimensions must be defined. Do the following on every row of every dimension.

  1. In Filters, select the type of value to be included in the analysis, then set the desired value.
  2. (Optional) To make the form display all details to the highest level for the analysed data, select the Detail option, then select the desired display mode.
  3. (Optional) To add filters from other dimensions, click and repeat steps 1 and 2 to set a new dimension filter on the new row.
  4. To obtain the analysis results in XLSX format, click Download, otherwise click Next to view them in a pivot table.