You can adjust parameters in Financial Performance Suite (FPS) for reports
created in the Report Writer tool.
The parameters that appear with a report created in Report Writer can
include:
- Auto Size Columns/Rows
- Select this option to resize the columns and rows in the report
automatically.
- Header/Footer
- Select Report Writer Selection for the
generated report to use the headers and footers that are built into the current
report. You can also choose to use the default option or select
Setup to define custom headers and footers.
- Organization
- Select the organizations that you want to include in the report.
Only those organizations that you are permitted to access appear in the
list.
- Recipients
-
Select the names of the users who can receive a copy of the
report from the provided list. You can send the current report to other
users of the application via email.
Note: You cannot
clear the name of the active user.
- Report File Type
- Select the output format for the report. For most reports, the
choices are Excel and PDF. Some
reports also offer delimited options such as Comma
Delimited, Semicolon Delimited, or
Fixed Column Width.
- Save As Favorite
- Select this option and provide a name for the favorite if you want
to generate the same report again without redefining the parameters.
- Share With
- Select each user that you want to share the report with, and
indicate whether the users have Read Only or
Editable access to the shared favorite report. This
parameter appears when you select the Save As Favorite
option.
- What If Model
- Select the model that the report data is pulled from.
After defining all the report parameters, you are ready to generate the report.
You can generate the current standard report now, if needed. You can also save the selected
parameters, and then generate the report as a favorite.