New Features in Commercial Reporting (Release notes 40A)

New Features in Commercial Reporting

Description

Release 4.0A includes the following changes in commerical reporting:

Hierarchy Reports (formerly called structure reports)

The cost/revenue/finance structure reports are now called "hierarchy reports". This is so that they can be more clearly distinguished from the technical structure reports.

Hierarchy selection

Choose Edit -> Hierarchy -> Selection to choose the report display hierarchy.

Version comparison

You have the following options for evaluating versions in the hierarchy reports:

Compare the original and a number of versions in separate columns

Format the display list per the original hierarchy or version hierarchy

Switch directly between the various hierarchies and the display

Status selektion profile

You can enter a status selection profile (which you have already created) in the selection screen. This might mean, for exampel, that only released WBS elements are evaluated.

Cost Element Reports

You can specify a status selection profile here too.

Selection using master date

You can specify a particular date for selection of time-dependent master data, for example, in cost centers.

Changes to the menu bar.

You can access all the functions using the menu bar. For example, choose Tools to changes selection criteria such as the status selection profile and the database profile.

Variants for online and batch processing

You can create variants for cost element reports. This means that you can enter any selection you wish for batch processing too.

Technical conversion of all Report Writer reports to Report Painter

To be able to access all the reports in your system, you must carry out the following steps:

Import reports

Generate reports

Define report list

You can access all the new reports by entering 6PP*.

Extract management

The extract management facility in Report Painter/Report Writer has been expanded.

Line Item Reports

All line items are evaluated using new reports. The most important functions are:

Cross-project selection

Deletion and insertion of columns in the output list

Master date fields in the list

Saving of display variants in the list

Various download options in the list, for example: to Microsoft Excel

Inter-report interface

The system automatically notes which line item report is to be called from a hierarchy report or cost element report. If more that one is possible, the system displays a selection list.