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Forum Discussion
cap08
1 year agoContributor
Intercompany Reports
Hello,
Is there any Intercompany Report set up training and/or documentation with examples of report detail for the different Intercompany Reports on the Application Reports dashboard?
Thanks!
7 Replies
- MarcRContributor II
Hi,
threre is not mutch that i could find, but it's all in the matching parameters in your workflow:
https://documentation.onestream.com/1375907/Content/Design%20and%20Reference/Workflow/Profile%20Properties.html?Highlight=matching%20parameters
The application Reports dashboard picks up directly from this via a method query. Some samples can be found here (https://documentation.onestream.com/1375907/Content/Design%20and%20Reference/Presentation/Data%20Adapters.html?Highlight=method) if you want to play around with them and/ or create your own via a data adapter. - MarcusHValued Contributor
The Application Reports are great for getting the information on how to do your own dashboard. We have a dashboard at the Process stage that shows the IC Matching Detail report. We use a method in a BR and then a BI Viewer presents the info to the user. The advantages are that the report is at the right stage of the process and the format of the report can be changed.
- cap08Contributor
Hi All,
I appreciate all the information! I've been able to set up the workflows but still having trouble with the dim filters - says I have an invalid filter. I set up a QuickView and was able to get the data I wanted and then used the QV POV filters in the Matching Parameters. Still didn't work. Are the Matching dim filters not the same as POV filters?
Thanks!
- MarcRContributor II
Its more like a SQL filter so Account = '12345' AND Entity IN ('abc', 'cde')
- cap08Contributor
ah thank you! I'll give that a try!
- MrkkNew Contributor
how Can I post a Question?
Thank you!
Marc
- cap08Contributor
All, I got it to work! The IC Matching Parameters on the Workflow example in GolfStream was a big help too.
Thanks!
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