Reporting Engine

In the Reporting Engine workspace, you can compile individual reports for data analysis if you have the appropriate permissions. Examples include indicator analyses or complex posting documents. Both the calculation logic and the design of a custom report can be defined individually using templates. These individual reports can be stored as a custom standard and retrieved at any time.

The Reporting Engine workspace can be found under Reporting | Reporting Engine.

The Reporting Engine workspace is displayed, for example, as follows:

To use a custom report in Income Taxes, the following basic steps must be performed:

Report templates are based on MS Excel. You must therefore first open an empty workbook in MS Excel. While it is executed, the report template must be able to load information (calculation data, master data) from Income Taxes. To do this, you must create a worksheet named config in the Excel workbook.

There are two ways of loading information from Income Taxes:

To determine the ID of a standard report:

Once you have determined the report ID, you can configure the template.

To configure the template:

For the results from the queries to be edited in the custom template using formulas, the Excel template must first be uploaded to Income Taxes and executed.

To do so:

In the Additional information section, you can control access to your reports using Type and Roles:

Various report types can be created:

A report created as an individual report is user specific and therefore cannot be viewed or executed by any other user.

Export reports are reports that can be linked to the Export function in the Company/Export area and/or triggered automatically (see also Robotics).

Access to standard and export reports can also be controlled by means of assigned roles.

Example:

For example, the export report Posting Document IFRS Annual Report is always intended to be allowed to be executed automatically via the Export dialog, but only the posting document experts from headquarters are intended to be allowed to edit the underlying export report. In this case, the export report Posting Document IFRS Annual Report will be assigned a Edit posting document role with the Write attribute.

Custom reports can be displayed and executed in the chosen company workspace by assigning a combination of workspace and form set. This means it is not necessary to switch to the Reporting workspace during ongoing editing to execute a custom report.

Proceed as follows:

There are two ways of executing a custom report: in the Reporting Engine workspace and with direct links in the calculation dialogs.

To edit an existing report:

In MS Excel, you can create a new sheet at any time in which additional data from Income Taxes can be displayed clearly. You can add as many additional sheets with custom analyses as you like:

You must upload the template again after finalizing it.