Forum Discussion

cap08's avatar
cap08
New Contributor III
10 days 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!

 

  • cap08's avatar
    cap08
    New Contributor III

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

    Thanks!

  • Mrkk's avatar
    Mrkk
    New Contributor

    how Can I post a Question?

    Thank you!

    Marc

  • cap08's avatar
    cap08
    New Contributor III

    ah thank you! I'll give that a try!

     

  • cap08's avatar
    cap08
    New Contributor III

    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
      VIP

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

  • 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.

  • Hi, 

    threre is not mutch that i could find, but it's all in the matching parameters in your workflow:
    Profile Properties
    The application Reports dashboard picks up directly from this via a method query. Some samples can be found here (Data Adapters) if you want to play around with them and/ or create your own via a data adapter.