Basic Reports and Form Reports

Drilldown reporting is designed to make it easy for you to define simple, ad-hoc reports while still providing you with all the functionality required for more complex ones.

Consequently, you can define two different types of reports:

Form reports are based on a structure of rows and columns called a "form", which you define separately. Form reports are again divided according to the degree of complexity, depending on whether they one axis or two, and whether or not a key figure is used in the form definition.

You can define forms with one axis to define either the row structure or the column structure for reports, and then mix and match these to create complete forms with two axes. If you do this, you can use these one-axis forms as often as you wish.

Basic report

The following text refers to the graphic Example: Basic Report.

You do not need a form to create a basic report. When you define a basic report, you select the characteristics you want to report on and the key figures you are interested in seeing.

In the drilldown list, the key figures are displayed in the columns. The rows contain all the characteristic values of a single characteristic. For example, in the graphic, the values of the characteristic "Company" are displayed in the rows.

In the detail list, the key figures for the selected characteristic are listed vertically in the rows. In the graphic, these are the key figures for the company "Chemtech USA".

Report using a form with one axis and without key figure

The following text refers to the graphic Example: Report Using a Form With One Axis and Without Key Figure.

In the form itself you only select characteristics for the columns. These characteristics are used to specify the key figures more precisely (such as plan/actual or period from/to).

You choose the key figures and the drilldown characteristics (the characteristics through whose values you want to navigate in the report) when you define the report itself.

In the drilldown list, you obtain a two-line column header, in which the first line contains the key figures, and the second line contains the characteristics specified in the form. The values of the drilldown characteristic are contained in the rows.

In the detail list, the characteristics specified in the form are in the columns, while the key figures are listed in the rows. The detail list displays the results for one selected report object ("Chemtech USA" in the graphic).

Report using a form with one axis and key figure

The following text refers to the graphic Example: Report Using a Form With One Axis and Key Figure.

Here the rows of the form contain the key figures (such as Revenue or Percentage of total). When you define the report, you choose the drilldown characteristics.

In the drilldown list, the key figures form the columns, while the values of the drilldown characteristics form the rows (regions "North" and "South" in the graphic).

The detail list has only one column, which contains the object which you are reporting on (region "North" in the graphic). The rows contain the key figures.

When you define a form, you define the layout of the detail list. That means that the position of the rows and columns in the form corresponds to their position later in the drilldown list.

Consequently, when you define a form with one axis and key figure, you define the key figures in the rows, whereas with a form without key figure, you define the selected characteristics in the columns.

Report using a form with two axes and key figure

The following text refers to the graphic Example: Report Using a Form With Two Axes and Key Figure.

In this type of form, you define both the rows and the columns. You can decide whether to put the key figures and the characteristics in the rows or in the columns of the form.
As with the other types of forms, you choose the drilldown characteristics when you define the report.

In the graphic, the columns of the drilldown list have two levels. In the first row are the key figures, in the second row the characteristics you chose in the form. The values of the drilldown characteristic go in the rows.

In the detail list, the characteristics you chose in the form go in the columns, and the key figures go in the rows. The detail list contains information on one selected report object (region "North" in the graphic).

To create a form, see Overview: Forms. To create a report, see Creating a Report.