AX2328
About the Report Wizard
The Report Wizard is available to assist you in creating a variety of reports. You select the basic type of report that you want to create, and then the wizard leads you through some choices to determine the data in the report and the setup of the report. You can also choose to apply standard report options, such as enabling double-click drilling or configuring to refresh on open.
Once the basic report has been created, you can further modify it for your desired formatting, titles, additional calculations, and so on. Depending on the complexity of your desired report and how closely it matches the selected report type, you may only need to make some minor cosmetic modifications, or you may be using the wizard as a starting point from which to make more significant formatting and query modifications.
Report types
The Report Wizard supports the following basic types of reports:
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Free Form: Display data from any column. No per-record calculations are included. Totals and subtotals apply.
There are two free-form options: Dynamic rows or Fixed rows. When using fixed rows, you can specify exactly which dimension elements to include and their order. When using dynamic rows, all records of the specified dimension are dynamically included.
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Variance: Compare data from two columns. Per-record variance calculations are included (percent and dollars). Two variance sections are assumed—one for the current period, and one for year-to-date. Totals and subtotals apply.
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System Reports: Create reports on system information. Currently two system reports are available: Audit and Workflow (for the legacy workflow feature).
Design considerations
When using the Report Wizard, keep in mind the following:
- All Axiom queries built by the wizard are set to rebuild by default. If you want the query to be update-only or update/insert, then you must modify the refresh behavior for the query after the report is created.
- The Control Sheet is hidden by default in reports created by the Report Wizard.
