Running Reports

The Run Reports page is the main runtime screen for executing reports on demand.

Open Reporting -> Reports -> Run Reports.

Workspace Reference

Area	What The User Does
Report groups	Chooses the reporting category.
Report cards	Chooses the specific report definition.
Parameters	Sets date range, currency, business unit, template, column set, and any report-specific filters.
Presets	Loads a saved parameter set for the selected report.
Generate	Runs the selected report with the current parameters.
Report viewer	Reviews the output, drilldown, totals, tables, statements, or structured sections.
Export	Downloads PDF, Excel, or CSV output where available.
Snapshot	Saves a point-in-time result where available.

Screen Flow

The page works in a practical five-step sequence:

1. select a report group
2. select a report definition
3. set parameters
4. click Generate
5. review, drill down, export, or save the result

Step 1: Choose A Report Group

The left panel lists report groups from the report catalog.

Typical examples:

• Accounting
• Financial Statements
• Loans
• Deposits
• Management
• Projects & WBS
• Agriculture

Use the group search box when there are many groups in the tenant.

If the correct group is missing, the issue is usually in administration rather than in runtime.

Step 2: Choose A Report

After selecting a group, the center panel shows report cards for that group.

Each card typically shows:

• report name
• code or description
• report type

Choose the report that answers the business question you have. If two reports look similar, rely on the report name and description rather than guessing from the code alone.

Step 3: Set Parameters

The parameter card controls the scope of the run.

Common parameters:

Parameter	What it controls
From Date	Start date for the report
To Date	End date for the report
Currency	Reporting currency where supported
Business Units	One or more business units to include

For financial statements, additional parameters can appear:

Parameter	What it controls
FS Template	The statement template to generate
Column Set	The comparative or presentation layout

If presets exist for the selected report, they usually appear as quick actions above the parameter form.

In normal use:

• presets load for the currently selected report only
• a default preset may be applied automatically when one is configured
• clicking a preset hydrates the parameter form with the saved scope

Typical preset values include:

• date range
• currency
• business units
• FS template
• column set

Important runtime fields:

Field	Required	Meaning
Report Group	Yes	Category containing the report.
Report Definition	Yes	Specific report to run.
From Date	Required by period reports	Start date for the report.
To Date	Required by period reports	End date for the report.
Currency	Required by currency-aware reports	Reporting currency.
Business Units	Required where scope is controlled	One or more business units included in the report.
FS Template	Required by some financial statement reports	Statement template to generate.
Column Set	Required by some statement layouts	Comparative or presentation layout.

When the report supports domain-specific filters such as project, funding document, party, approval status, document type tag, or position status, users should prefer the configured lookup/select controls rather than free-typing raw internal IDs.

Step 4: Generate

Click Generate to run the report.

The system then:

• validates the selected parameters
• resolves the report definition
• runs the approved report source
• renders the output in the report viewer

Step 5: Review The Result

The result may render as:

• a standard table
• a financial statement
• a structured report with multiple sections

Before exporting or sharing, review:

• period and scope
• totals and subtotals
• major balances
• comparative columns where relevant

Drilldown

Where drilldown support exists, users can open underlying detail directly from the result.

Common drilldown examples:

• account balance to journal lines
• summarized count to supporting rows
• statement line to supporting balances

Drilldown opens without leaving the report context.

What this means in practice:

• drilldown is configured per report definition, not per user click
• the report passes the current row context into the drilldown automatically
• users do not need to re-enter the carried parameters manually
• the action only appears on rows that satisfy the configured row-type and required-field checks
• if no drilldown action appears, that report is either summary-only or not configured for drilldown
• the expected interaction is an in-place dialog or controlled viewer action, not an unexpected route away from the current report

Export

After generating a result, users can export it as:

• PDF
• Excel
• CSV

Use:

• PDF for circulation and presentation
• Excel for analysis and review
• CSV for lightweight extraction or downstream processing

Good Runtime Practice

• confirm the group and report before generating
• use business-unit filters deliberately
• review drilldown on unusual figures
• save presets for repeated runs
• capture snapshots for important period-end outputs

Related Pages

• Project Fund Control
• Operations & Usage
• Snapshots, Presets & Schedules