Designing reports
Combine Excel’s power with live data to build professional reports that automatically update with the latest figures from your system.
Section Content
Report building options
Choose between starting from scratch, duplicating templates, or uploading your own.
Modules from the ERP system
Explore your ERP modules to find relevant data elements for reports.
Data items
Use dimensions, attributes, and measures to retrieve and organize report data.
Period Functions
Use predefined period functions to compare results against last year or year-to-date.
Report parameters
Drag parameters into the report to show users which filters are applied.
Layout Editor
Use Layout Editor to manage filters, sorting, and rules for report elements.
Property hierarchy
Understand how filters at different levels interact to control report data.
Copy and paste
Use the special copy menu to preserve all filters and groupings.
Expressions and KPIs
Create custom formulas and KPIs to automate advanced calculations within your reports.
Drilldown
View the underlying details behind report figures to better understand your data.
Linking sheets
Use INDIRECT formulas to maintain sheet references with expanding data groups.
Formatting data with leading zeros in Excel
Use parentheses around the function to force Excel to display leading zeros.
Static mode for reports: Remove or keep formulas in run report
Use static mode to remove formulas and increase report execution speed.
Use of macros
Reports in the portal do not support macros due to technical limitations.
Built-in Excel security
Learn how to use Excel security features without disrupting report generation.
Page setup for reports
Adjust page setup to ensure professional display when exporting to PDF
Best practices for creating consolidated reports
Learn how to consolidate data across companies and manage eliminations manually.