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cap08's avatar
cap08
Contributor
1 year ago

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

  • MarcR's avatar
    MarcR
    Contributor 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.

  • MarcusH's avatar
    MarcusH
    Valued 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.

  • cap08's avatar
    cap08
    Contributor

    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!

    • MarcR's avatar
      MarcR
      Contributor II

      Its more like a SQL filter so Account = '12345' AND Entity IN ('abc', 'cde')

  • Mrkk's avatar
    Mrkk
    New Contributor

    how Can I post a Question?

    Thank you!

    Marc

  • cap08's avatar
    cap08
    Contributor

    All, I got it to work! The IC Matching Parameters on the Workflow example in GolfStream was a big help too. 

    Thanks!