Working with Published Reports¶
When you are using Published Reports in CALUMO, there are some basics that you will need to know to be able to navigate around the reports with ease.
There are two types of selectors you can be given to use when working with reports; drop down selectors and member list selectors.
Depending on whether your report is set up to auto refresh with changes to selections you may need to use the update/refresh function to alter selections.
These changes will appear highlighted green prior to updating.
Drop down selectors¶
The drop down selector shows you the list of items you can select from in a flat or hierarchical list. To use a drop down selector, select the drop down arrow, then after the other members appear select the members you would like to view in the report. In the case below, it is a simple flat selector allowing you to select a month and year.
In the next example, the drop down has multiple levels (pictured below). When using this style of drop down, you can navigate through the levels using the arrow on the left of a given item to expand or collapse its children.
Member List Selectors¶
If the list of selections is large, the report may have been setup to use the Member List selector which uses Member Explorer as a mechanism for selecting the item. The following image show how this type of selector will appear on the report.
As seen in the images below, after clicking the selector area you will be directed to the member selector.
In the case above selecting Corporate will allow all of the descendants to appear, allowing you to choose the member of the hierarchy you wish to view.
For more information about using the toolbar to select and navigate your hierarchy refer to the Member Explorer Toolbar
On a Published Report, there are several types of editors that are used depending on the formulas used by the report designer.
Where a cell in a Published Report is showing a numeric value from your underlying data and it is editable, when selecting the cell, a numeric input box will show
Rich Text Notes¶
Depending on the way that your report has been configured, you may be able to write notes to provide annotations, commentary or context for data displayed in a report. In order to write notes, select the blank space that appears below ‘notes’ and begin typing (formatting options will also appear above for font and sizing).
In order for notes to be written back, ensure you select update/refresh before altering your selections or drop downs in the report.
For more information on how to use rich text notes refer to Rich Text Notes.
Drill Down / Through¶
Depending on the depth of analysis offered by a report you may be able to drill down and through to view subsets of data or transactions that contributed to particular data points1. Drilling down allows you to navigate further down an existing hierarchy of data that is on the report. e.g. Drilling down through regions Australia> NSW> Sydney.
By selecting particular terms from the left column, you can expand the data point1(drill down). i.e. As seen below, by selecting Current Liabilities, the specific liabilities that make up that data point1 are expanded out (providing the members of the hierarchy) as seen in image 2.
In order to gain greater understanding of the data given, you can also drill through to the transactions for a particular data point1 (selected cell. Once you have selected a cell, move to the toolbar pictured on the top left of your screen and select the drill through icon from. (Read more about the tool bar here)
Select a cell (will glow blue)
Select drill through icon from the report toolbar
After selecting ‘Drill to transactions’ you will be taken to a separate tab containing more granular information about the data point1 selected. Depending on the way your report has been configured, the separate tab you are taken to may also contain additional tabs containing information related to the data point1. e.g. in the example below the Financial Transactions tab has been added to allow for greater context for the data also.
Drill To Transactions Window¶
Once you have reached the ‘Drill to transactions’ window you can sort and filter the data given using the drop down arrows. These allow you to sort the data according to a particular column (ascending/descending, amount, account, organisation, department etc). This is particularly useful when drilling to transactions for cells which are aggregates of large numbers of transactions with varying accounts, organisations, months, departments or currencies. If you would like to isolate particular columns, this is achieved by selecting the drop down arrow for one of the columns (does not need to be the column that you wish to remove/add)selecting and deselecting the boxes on the left of the columns you wish to add or remove. Depending on the way your report is set up you may also be taken to other pages with related information from external sources when drilling to transactions.