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Example Report Component |
Description |
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Level 1 (Parent) report: Exposure by Business Unit |
This report list exposure data by business unit. It includes a chart
that graphs total AR for each business unit. The report links to a drill
down report that lists the total AR and other aging data for each customer
included in the business unit sum.
The parent report always includes a chart that 'drills down' to details
for the column used as the category (X axis) on the chart. |
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Parent report data: |
In this example, AR totals and business unit are the data included in
the parent level report. |
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What data is charted? |
This report charts total AR by business unit.
To drill down into the business units, the parent level report must
include a chart for one of the values included in the report by business
unit (category).
Any AR value can be charted but it must be charted by business unit
to drill
down into more details for the business unit. |
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Level 2 (drill down) report: Customer Exposure |
The drill down report includes more details for the category field charted
in the parent report. In this example, business unit is the category that
is expanded upon. |
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Additional data: |
The report should include the additional data that you want to drill
down to. This example includes AR and credit line totals for each customer
in the selected business unit.
To see the details for customers, you should include identifying information
for customers. For this example, both the customer number and name are
included in the report. |
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What filters must be included? |
The drill down report must include an advanced filter that uses business
unit as a criteria. The report parameters passed from the parent report
will handle all the possible business unit values. You define a single
condition that uses business unit as a criterion. The condition can use
any value as the value used for the report is passed from the parent report
at run time. |
