ReportBuilder - Report Settings

Report Settings apply to the specific report you have open. Some of the settings apply to the entire report, and others are defaults that can be overridden at the section, column or row level. If you copy a report or template, the Settings are also copied to the new report.

Each setting is explained below.

Title

Title must be a unique name for the report. If you are copying another report or template, consider adding your initials to the name.

Ending Date

This defaults to the Last Closed Month set in Setup > Calendar. It can be changed while you are editing or viewing the report, but once you click Save on any screen or leave ReportBuilder and return, the Ending Date will reset to the Last Closed Month.

Data Sources

Specify all of the data sources to be used anywhere on this report. Choose any budgets or actuals that exist in Martus. Select dynamic data sources like "Current Year Actuals" or "Prior Year Planner", for reports that you want to use in future years. Select static data sources for specific years and specific budgets, for example for comparing multiple budgets and reforecasts for a specific year.

Groupings

Set your default groupings in Settings. Data on rows can be grouped by any combination of account, account category, and dimensions configured in Martus. These groupings can be overridden at the section and row levels.

Grouping Options

Select one or more groupings based on different type options, and how those groupings are displayed.

• Type:
  • Account - Displays a row per account.
  • Account Category - Display rows based on a Account Category. The number of levels is dependent on the display type selected.
  • Dimensions - Options will vary depending on your system's configuration. Displays rows based on the specified dimension. The number of levels is dependent on the display type selected.
    
    
    
• Display type:
  • Rollup - Shows the total for a parent and all its children, followed by separate lines for each dimension value. If desired, select a Level to display the hierarchy within a dimension to the specified level. 
  • Expand - Provides a line for the parent and all child dimensions, followed by a total for the parent dimension. 
  • Flat - Values are shown for all dimension values regardless of whether they are parents or children. Hyperlinks for drilldown are shown on amounts on rows that are displayed by account and set to the flat level of detail.
    
    

Num Format

Select the default number format for the report. This can also be specified at the row and column levels.

These options are available for presenting numbers:

• Negative Sign - Uses a negative sign with a negative number.
• Percent - Adds a percent sign to a number.
• Cents - Displays the number with two decimal places.
• Parenthesis - Displays a negative number in parentheses.

Dimensions

Specify dimensions to filter the data for the entire report. Dimensions shown are specific to your instance of Martus.

Category

Select an Account Category to filter the data for the entire report. Categories available are specific to your instance of Martus.

Reporting Group

Select a Reporting Group to filter data for the entire report. Reporting groups available are specific to your instance of Martus. When using reporting groups, drilldown hyperlinks will be disabled.

Show Logo

Click Show Logo to add your logo to the top left corner of the report. Logos are uploaded to Martus in Setup > Branding.

Excluded

Click Excluded to to include excluded accounts and dimensions on this report. This box is only shown to Martus Admin users and those non-admins with permission to see excluded data.

Styles

Use Styles to format your report. Specify font size, bolding, and italics, as well as alignment, font color and background color. Then, apply these styles to sections, rows and columns within the report. Add additional styles if desired.

Show Totals

These selections control how totals are presented for the selected groupings.

Report Setting Actions

The actions menu appears at the bottom of the Edit Report modal. 

• Cancel - Leave without saving changes.
• Update - Update the report without saving changes.
• Update and Refresh - Update the report and data without saving changes.
• Save - Update the report and data, and reset the Ending Date to the Last Closed Month, and save all changes.