Creating a New Reporting Value

To create a new reporting value:

  1. Click the Reporting Definitions tab.
  2. Open the relevant reporting definitionClosed The top-level object from which reports are run. detail page by clicking its name in the list of reporting definitions.
  3. In the Reporting Data Ranges related list, click the name of the reporting data rangeClosed Defines the 'pot' of data to be reported on..
  4. Scroll down to the Reporting Values related list and click New Reporting Value.
  5. On the Record Type page, select "Summary" or "Detail". Summary is the default. The type of related data range must be compatible with your choice.
  6. Click Continue.
Note: When viewing the expanded summary details, you can reorder the displayed values. This is done on the source object, by reordering the picklist values. To do this, see Reordering Picklist Values.

To add a specific value from an object to a summary report:

  1. Give the new reporting value a name, such as Home Value.
  2. Enter the API name of the field you want to report on, such as c2g__HomeValue__c.
  3. Select a reporting value type. The validity of the picklist values depends on the type of data range being created. See What is a Reporting Value? for more information on these types and to learn which types are valid in each context.
  4. Select a template keyClosed The reference that the reporting template uses to retrieve the data for the report. from the list provided. This defines where on the report the value is displayed.
  5. Click Save or, if you want to save the current record and immediately create another, click Save & New.

To add a specific value from an object to a detail report:

  1. Give the new reporting value a name, such as Home Value.
  2. Enter the API name of the field you want to report on, such as c2g__HomeValue__c.
  3. Select a reporting value type. The validity of the picklist values depends on the type of data range being created. See What is a Reporting Value? for more information on these types and to learn which types are valid in each context.
  4. Select a template keyClosed The reference that the reporting template uses to retrieve the data for the report. from the list provided. This defines where on the report the value is displayed. The template keyClosed The reference that the reporting template uses to retrieve the data for the report. must be in the range 01-30, and in some circumstances may need to be within a smaller range within this. More details to follow.
  5. [Optional] If you are using template B, and you want the data on the report to be grouped by this field, select the Group checkbox. Otherwise, you must leave this checkbox clear. The template key must be in the range 01-03.
  6. [Optional] If you are using template B, and you want this column to be sub-totaled, select the Sum checkbox. Otherwise, you must leave this checkbox clear. The template key must be in the range 21-30.
  7. [Optional] If you are using template B, and you want the data on the report to be sorted by this field, select the Sort checkbox. Otherwise, you must leave this checkbox clear. Sorting is performed from left to right across the report so you should use template keys in ascending order to sort in a specific sequence.
  8. [Optional] If you want to convert related currency values to org currency, select the Convert Values checkbox. See the related reporting value help topics for more information.
  9. Click Save or, if you want to save the current record and immediately create another, click Save & New.

To edit an existing reporting value, click Edit next to the name of the reporting value in the Reporting Values related list.

You can specify the order you want the reporting values to display on the Reporting Values related list. To sort reporting values:

  1. Click Sort on the Reporting Values related list.
  2. For Group, select a template key for each of the reporting values displayed.
  3. For Sum, select a template key for each of the reporting values displayed.
  4. Click Save.

The reporting values are sorted alphanumerically by template key on the Reporting Values related list. The sorting will also be reflected on the associated report.

Note:

You cannot use duplicate template keys.