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February 14, 2025

Intercompany Reports

  • February 14, 2025
  • 6 replies
  • 0 views

Hello, 

Is there any Intercompany Report set up training and/or documentation with examples of report detail for the different Intercompany Reports on the Application Reports dashboard? 

Thanks!

 

6 replies

February 17, 2025

Hi, 

threre is not mutch that i could find, but it's all in the matching parameters in your workflow:
Profile Properties
The application Reports dashboard picks up directly from this via a method query. Some samples can be found here (Data Adapters) if you want to play around with them and/ or create your own via a data adapter.

February 17, 2025

The Application Reports are great for getting the information on how to do your own dashboard. We have a dashboard at the Process stage that shows the IC Matching Detail report. We use a method in a BR and then a BI Viewer presents the info to the user. The advantages are that the report is at the right stage of the process and the format of the report can be changed.

cap08Author
February 18, 2025

Hi All, 

I appreciate all the information! I've been able to set up the workflows but still having trouble with the dim filters - says I have an invalid filter. I set up a QuickView and was able to get the data I wanted and then used the QV POV filters in the Matching Parameters. Still didn't work.  Are the Matching dim filters not the same as POV filters? 

Thanks!

February 19, 2025

Its more like a SQL filter so Account = '12345' AND Entity IN ('abc', 'cde')

cap08Author
February 19, 2025

ah thank you! I'll give that a try!

 

February 19, 2025

how Can I post a Question?

Thank you!

Marc

cap08Author
February 19, 2025

All, I got it to work! The IC Matching Parameters on the Workflow example in GolfStream was a big help too. 

Thanks!