Build an exact report in Report Studio

What Report Studio builds

Report Studio builds an exact report from the selected source fields, not from browser-side math. Measures are the numbers you want calculated, dimensions are the labels used to group or filter those numbers, and source grain is the level of detail the report starts from before grouping is applied. Currency and selling units come from the result itself, so amounts are shown in the unit or units returned by the report rather than guessed in the browser.

• Measures are fields you place in Values and then aggregate, such as sum, average, minimum, maximum, count, or count distinct when available.
• Dimensions are fields you place in Rows, Columns, or Filters to group or narrow the result set.
• Source grain is the underlying detail level the report reads before totals and groupings are applied.
• Time grouping changes a date field into a report period such as year, quarter, month, week, or day.
• Currency and selling units are shown from the report result and its unit details, so the same field can represent different units depending on the source data and report definition.
• Current definitions are the field labels, groupings, filters, aggregations, and output settings currently chosen in the builder; those settings define the preview you run.

Choose fields from the schema

Use the schema panel on the left to find the source fields for your report. You can search, expand subject areas, and drag fields into the report zones.

1. In Search fields..., type part of a field name if you want to narrow the schema list.
2. Click a subject area header to expand or collapse its fields.
3. Review the field groups shown under each table. Date fields, dimensions, measures, boolean fields, custom fields, and other fields are grouped separately so you can find the right source grain faster.
4. Drag a field into Rows, Columns, Values, or Filters.
5. If more than one accounting ledger appears, choose the ledger before you run the report so the preview uses the intended source data.

Build the report layout

Rows and Columns control how the result is grouped, Values control what is calculated, and Filters control which records are included. If you move a measure into Values, the builder shows the aggregation next to the field so you can see how that measure is being calculated.

1. Drop one or more dimension fields into Rows to group the report vertically.
2. Drop one or more dimension fields into Columns to group the report horizontally, especially for pivot output.
3. Drop measure fields into Values to calculate amounts, counts, or other numeric results.
4. Drop fields into Filters when you want to limit the records included in the report.
5. Use Remove on any zone item if you want to take it out of the current definition.

Edit values, filters, and date grouping

After a field is placed, you can refine it without starting over. The visible edit controls let you change aggregations, filter operators, and date grouping from the report definition itself.

1. For a value field, click Edit aggregation, choose the aggregation, and adjust the display label if you want a different name in the result.Edit aggregation
2. For a filter field, click Edit filter, choose an operator, enter the value, and click Apply Filter.Apply FilterEdit filter
3. If the operator is between, enter both the starting value and the To Value.
4. If the operator is in or not in, enter comma-separated values.
5. If a row or column field supports date grouping, click Edit date grouping or Date, choose the time level, and click Apply.ApplyEdit date grouping

Set output and calculation options

Use the output options to control how the report is displayed and how totals are calculated in the result. The row limit controls how many rows are returned or shown in the preview.

• Output formats include table, pivot, bar, line, pie, and area.
• Row Totals, Column Totals, and Grand Total control how totals are recalculated for the report result.
• Show % of filtered total applies to SUM measures and is not meant for non-SUM measures unless that option is already active.
• Show YoY Growth adds prior-year comparison for an explicit date range; if the prior value is missing, zero, or negative, no growth percentage is shown.
• Row Limit offers 100, 500, 1000, or 5000.

Run the preview and review the result

Click Run Report to send the current report definition to the preview. A successful preview shows the returned rows, row count, execution time, and any Core-calculated totals or unit details that apply to the result.

1. Make sure the report has at least one row field or one value field before you run it.
2. Click Run Report.Run Report
3. Wait for the button to finish showing Running... and then review the result area.Running...
4. Check the table, pivot, or chart output, along with the row count and any totals or unit details shown below the result.
5. If the ledger freshness indicator shows that the source changed, run the report again to refresh the preview.

Save, load, favorite, or delete a report

You can save the current definition for later use, then load it again from the saved reports list. Saved reports can also be marked as favorites or deleted from that same list.

1. Click Save Report to open the save dialog.Save Report
2. Enter a non-empty Report Name.
3. Optionally add a description and subject area.
4. Click Save Report again to store the report.Save Report
5. To reopen a saved report, click Load Report, then choose Load next to the report you want.LoadLoad Report
6. To mark a report as a favorite, click Favorite or Unfavorite in the load list.FavoriteUnfavorite
7. To remove a saved report, click Delete and confirm the prompt.Delete

Expected result and recovery

A finished report shows the exact current definition you built, with grouped rows or columns, applied filters, selected time grouping, and Core-calculated totals or unit details when available. If the result is not what you expected, use the visible edit controls to adjust the definition and run the report again.

• If you see no result, check that the report has at least one row or value field and then run it again.
• If a filter does not work, confirm the operator and value format before applying it.
• If totals appear locked, the report may be treated as an inventory-period report.
• If a chart says the measures use different units, switch to table or pivot view, or split the measures into separate reports.
• If the active ledger changed, rerun the report because the previous preview is no longer the current result for that source.