REPORTER

Basic concepts

When creating reports , spreadsheets, and presentations with the Reporter model, start by right clicking in the Reporter model panel in Configuration Studio and choosing Add -> Category.

 

To add Then create a Report Template by adding a Report, Spreadsheet, or a Presentation in the Reports model panel. To do that, right click the Category and choose Add -> Report, Spreadsheet, or Presentation. Choose Presentation to create a report in PowerPoint format.

 

Now create and edit the report template in MS Word by adding text, images, and Reporter tags to create the template that serves as the basis for generating reports , spreadsheets, and presentations, and then import it into the report.

 

To check that your report , spreadsheet, or presentation is correctly defined, highlight it in the Reporter model panel. Click the Preview icon and then the Verify button in the Preview panel. That will bring up a list of any errors found.

 

A production report consists of a template + context information. All reports , spreadsheets, and presentations can be sensitive to the date, period, and model object selected and whether YTD is marked. This makes it possible to reuse the same template for different years, months, weeks, and other combinations of period and date. It is also possible to reuse the same template for different organizations or objects, with the produced report giving the values and information that belong to the object in the context. You can enter the context information in the Preview Context pane.

 

By clicking the Preview button in the Preview panel after selecting your template and context information, you can create a production report.

Version 5.1.2.0

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