SECTIONSReporting
Reporting is an application designed to generate reports. For example, you can generate statutory financial reports from Accounting or management reports from PSA.
To generate reports from Accounting, you must opt-in to the Reporting Balances feature. For more information on enabling this feature, see About Reporting Balances.
The Reporting application has three elements:
- Reporting definitions (and their child objects): enable you to configure reports which understand your Accounting chart of accounts.
- Report templates (Visualforce pages): display the output.
- The Reporting Templates Engine: takes all of the mapping information, transforms the data, and displays it using the selected reporting template.
The base managed package includes sample report templates and report definitions for the following types of statutory financial reports:
- Trial balance reports
- Income statements
- Balance sheet reports
Typically, you need to customize these templates to match your own chart of accounts before use. Contact Customer Support if you require assistance.
Reporting responds appropriately to all appropriate Salesforce object and field-level security settings of the person who runs the report. If your Salesforce security settings restrict your access to a specific object or field, the corresponding data is not included in the report. This does not prevent the report from running, but the restricted cells on the report will be empty.
In this situation, a message is included on the report to inform you that some information is hidden. You can hide this message by using a custom setting. Contact your administrator for assistance.
Action Views
The Action Views function enables you to inquire about Reporting data and any other data held on the Salesforce platform. This function relies on dataviews, action view templates, and related content panes:
- Dataviews: define what object data can be interrogated. A dataview might focus on one object, such as Opportunity, or it might join several objects together for more complex inquiries.
- Inquiry templates: enable you to view any details in the format that you want. Each template specifies the dataview you are inquiring on. When your results are presented, you can select the data to perform actions on, or view related information.
- Related content panes: show various types of information in the action view results. The information shown can include address and contact information, or tasks and chatter posts associated with the account. Depending on permissions, you can edit some information via the related content pane.