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Adaptive Planning
Last Updated: 2023-06-23
Create Transaction Reports

Create Transaction Reports

  • Set up Transactions under Modeling
  • Security:
    • Access Reports
       permission.
    • System Audit Access
       permission.
    • Create Personal Reports
       permission.
    • Create Shared Reports
       permission to save to a shared folder.
Create and run a transaction report to view transactions across multiple accounts and levels. A transaction report includes only 1 tier and hence the report design area consists of a horizontal columns axis. When you add a numeric element to the design area, a total row displays.
  1. Go to
    Reports
    .
    The overview page displays.
  2. Click
    Add New
     and select
    Transaction
    .
  3. Drag and drop transaction elements into the tier in the columns axis.
  4. Optional. In the columns axis, right-click an element to:
    • Rename the column display title.
    • Format the column for style.
    • Move the column to the right or left.
  5. Optional. In the toolbar, click
    Report properties
     to set display format and print parameters for the entire report.
  6. Optional. For columns displaying numeric values such as Transaction Amount: .
    • Select the
      Total
       check box to display totals for that column.
    • Right-click the
      Total
       element to specify the currency type for displaying totals.
    • Right-click the
      Total
       element to specify the numeric format for displaying totals.
  7. In the toolbar, from the
    Save
     icon menu, click
    Save and Run
    .