Configure report options

Use the Report Options tab in the Planning Configuration utility to control refresh variables for RFGroup and RFCODE grouping columns used in reports, and for managing report alert thresholds.

What: The Report Options tab contains settings that apply to various Axiom Rolling Forecasting reports:

  • Refresh Variables for Grouping Columns – Use these settings to control which RFGroup and RFCode grouping columns are available in report Refresh Variables dialogs.

  • Threshold Management report configuration table – Use these settings to manage the thresholds that trigger color-coded alerts in reports, such as the RFCode Trend Summary. The alerts call attention to data in the report that might need adjustment.

Where: This change applies to the Planning Configuration utility, which is accessible from the RF Admin task pane under Setup.

Who: Only Axiom Rolling Forecasting administrators and analysts who have the Rolling Forecast Global Driver Management role can configure support options.

When: These options are usually set during the initial system setup or annually, but the administrator may need to make changes.

To configure report options:

  1. In the RF Admin task pane under Setup, double-click Configuration Utility.

  2. Click the Report Options tab, and then select from the following options:
  3. Option Description/Action
    Refresh Variables for RFGroup Grouping – RFGROUP

    Control which RFGroup table columns are available for selection in the Refresh Variable dialog for the Rolling Forecasting reports:

    1. Click the drop-down.

    2. In the list of RFGroup columns, select the checkboxes for the RFGroups to include, and then clear the checkboxes for those RFGroups to exclude.

    3. Click OK, and then click Save.

      NOTE: To make your selections available in the Refresh Variable dialog for reports, you must click Save.

    4. In the confirmation dialog, click OK.
    Refresh Variables for RFGroup Grouping – RFCODE

    Control which RFCODE table columns are available for selection in the Refresh Variable dialog for Rolling Forecasting reports:

    1. Click the drop-down.

    2. In the list of RFCode columns, select the codes to include, and then clear the checkboxes to exclude the applicable RFCODES.

      NOTE: Certain codes that are required defaults for Rolling Forecasting reports are not available for selection or exclusion.

    3. Click OK, and then click Save.
    Threshold Management

    1. To enable threshold management, click the toggle to On.

    2. Use the settings to enter success, caution, and warning threshold amounts and percentages for the various report line items listed in the KHABgtCode.Type column.

    3. To remove threshold use for a specific KHABgtCode type in reports, in the Active column, clear the checkbox.

  4. Click Save.

See also