Sample Reports - Overview
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 20. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Report Groups" See KB article: "Reports" Sample Reports - Overview We have several Report Groups and will show sample reports from group. Here are the links to all the Sample Reports that have been created in the Tax Provision Blueprint solution. Sample Reports - Tax Provision Blueprint Solution Sample Reports - Overview of Rates / RTP Years / Nat Process / LNB Sample Reports - Metadata Review Sample Reports - FX Currency Rates Sample Reports - Calc Status Sample Reports - Tax Provision Blueprint Overview Sample Reports - Group Filings Analysis Sample Reports - Trend Reports Sample Reports - Consolidating Reports Sample Reports - Tax Reviewer – Actual Reports (Actual Scenario Only) Sample Reports - Tax Reviewer - Forecast Reports Sample Reports - National Benefit AnalysisReports
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 273. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Report Groups" See KB article: "Sample Reports - Overview" Reports This section will show you how to make modifications to the list of Reports that appear in each Report Group section. This list is controlled by a parameter called “ListOfReports_BR_new_TXP”. Take note of the Value Items number from the previous section. For the Trend Report, that number is “7”. In the business rule “TXP_HelperQueries” located in the Dashboard Data Set group, go to the section “GetReportList_new” and then look for where we reference Value Item “7”. You will notice the name that we gave each report. It can be modified if necessary. You will also notice after the comma (,), the name of the dashboard to display when that report is selected. Here are the dashboard references:Report Groups
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 272. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Reports" See KB article: "Sample Reports - Overview" Report Groups This section will show you how to make modifications to the list of Report Groups.This list is controlled by a parameter called “ListOfGroupsHP_new_TXP”.The “Display Items” list can be modified to suit your implementation needs. Take note of the “Value Items” number. This number is used in the next section to control what reports are available.Home Page Reports
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 216. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Report Groups" See KB article: "Reports" See KB article: "Sample Reports - Overview" Home Page Reports We continue to refine and add new reports to this area. These reports are meant to be a starting point and can be removed, added to, modified or re-arranged based on each implementation. The following is a brief explanation of the report framework with sample screen shots. The final product screen shots may differ slightly. You can access the Tax Provision Blueprint Home Page from OnePlace.On the top right, select the Home Page icon.You will then have a list of Report Groups with the available Reports in the lower pane. Reports on the Home Page are set up as read only. This is by design. Data modification needs to be done in a workflow on a schedule. All dashboard reports now have the “Sticky POV” concept applied to them. As you set a POV, it will apply to other reports as long as it is the same parameter being used. There are some cases where it looks like the combo boxes are the same, but they are actually populated with different parameters. The “Sticky POV” concept is controlled by BR’s in the file “TXP_SolutionHelper”. All the dashboard reports have a letter in the name (i.e.: <C> ). These letters are meant to show you that these reports use the same entity parameter and the “Sticky POV” will render the same entity for all reports with the same letter.The following list shows which entity parameter is associated to which letter: <A> |!Tax_Entities_CountryParents_TXP!| <B> |!Tax_Entities_AllBase_TXP!| <C> |!Tax_Entities_ParentsAndBase_TXP!| <D> |!Tax_Entities_AllParents_TXP!| <E> |!Tax_Entities_CountryAndLower_TXP!| All dashboards have been updated to allow a “scroll bar” to appear when the toolbar is larger than your screen. This allows you to easily access the full toolbar without having to re-size other windowpanes.Sample Reports - Tax Reviewer - Forecast Reports
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 261. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" Tax Reviewer – Forecast Reports We have attempted to create a group of reports that a “Tax Reviewer” user might be interested in. These can be modified. Other types of tax user roles can be added. These reports use a Forecast scenario combo box which means you do not have to change the scenario in the Workflow POV.Sample Reports - Tax Provision Blueprint Solution
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 220. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" Tax Provision Blueprint Solution These three reports are just PDF overviews of the Data Flow (Actual and Forecast) and the Group Filing Flowchart.Sample Reports - Overview of Rates / RTP Years / Nat Process / LNB
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 221. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" Overview of Rates / RTP Years / Nat Process / LNB Reports in this section include a cube view that shows the tax rates assigned, the taxable income and tax rates by country (national jurisdiction), and the return year and period for the workflow entities. There is also a cube view to show the local jurisdictions that are excluded in the National Benefit by entity and any entity assigned the Losses Not Benefited status.Sample Reports - Metadata Review
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 224. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" Metadata Review These ten cube views show how each dimension has been set up and what options were selected. This information is created using dynamic UD8 members. They are available here: We have included several sample Forecast scenarios, most of which are for information purposes only. The Forecast scenarios that we used in this release are TXP_FCST_M5, TXP_FCST_Q2 and TXP_FCST_Q3. If you delete any Forecast scenarios, then you will need to update this CV. For the Entity Review CV, we have hard coded the last four columns to show the Text 7 and Text 8 for both the “Tax” and the “ScenarioType8” scenario types. We have used a different scenario on the Forecast scenarios so that you can have a different Cube Root Workflow Profile (hierarchy). There are several columns that have been suppressed for the Entity attributes. This allows us to see the relevant attributes on one page. If you need to display other columns, simply remove the following formatting syntax: There are several columns that have been suppressed for the Account attributes. This allows us to see the relevant attributes on one page. If you need to display other columns, simply remove the following formatting syntax:Sample Reports - FX Currency Rates
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 230. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" FX Currency Rates These cube views show either the current year’s FX rate (with the prior year’s M12 period and the next year’s M01, M02 and M03 periods) or shows all the years. These CV’s will need to be modified to include future years as the application grows. We have CV’s for the three forecast scenarios.Sample Reports - Calc Status
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 233. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" Calc Status These cube views show the Calc Status either for the workflow entities or for all entities. Two are for the scenario “Actual”, one is for the scenario “ActualRTP” and the last one is for the Workflow Scenario.