Rollup Report Record

When you click a folder in the left pane of CCH Tagetik Supply Chain Planning, a Rollup Report record is dynamically generated. These are pre-configured by a system integrator. Rollup Report records provide a quick rollup report type at any level in your hierarchy, which displays a rollup of all of the historical data as well as the forecast of all child records.

While this record type provides a quick report, it is not a substitute for the more powerful, robust reports available within CCH Tagetik Supply Chain Planning. Using a tree structure as a reporting interface is not recommended.

Rollup Report records contain the following sections:

  • Name

Corresponds to the level (folder) you have selected in the hierarchy. - Analysis Section

Only the Year Over Year option is available in Rollup Report records - Rollup section

Rollup section

The Rollup section of the record lists each child record. You can open any child record by clicking the record name.