shown in Tree view, which is a hierarchal view of the members of the dimension. By default,
Tree view shows only the top-level member. You can expand a member to see its children. If a
user does not have access to parent members, the parent and child hierarchy cannot be rendered
in a tree. The use is presented with a large flat list.
The tree view is limited to Administrators who have full access. Users who have limited
access (are not administrators), are presented a flat list.
Expand data-member rows, and search visually. You can use the Expand all Rows button to
expand the rows.
Use the Find text box to search by member or alias and description. Search criteria can
include wildcards; for example, * and ?.
To preview user POV settings prior to running a report or book:
Select File, then Preferences, and then Financial Reporting.
In the User Point of View area, select On.
To limit the members to be available in a report, click Setup Members. For information on setting
preferences, see Chapter 2, “Setting Preferences for Financial Reporting”.
Responding to Prompts
Some reports are designed with prompts, which are displayed when you view the reports or
books containing the reports. You respond to prompts and provide requested information by
selecting members from prompt lists. You can edit prompts manually. If prompts contain alias
names, you convert them to member names.
To respond to a prompt when previewing a report or book:
Right-click the report or book and select Open in, and then HTML Preview or PDF Preview.
Perform an action:
In the Selection text box, enter the member name for the respective prompt, if known.
If the text box is disabled, the prompt contains alias names. To edit the text box, key
over the existing text. Separate each member by a comma (,).
If the member name is not known, click Go to Member Selection
. Select Members
is displayed. Make your member selections, and click OK.
Optional: To undo any changes, click Reset in Respond to Prompts.
To run the report for viewing, click OK.
Using Financial Reporting