We have set up a number of report definitions for over 100 entities that we report on. In some cases, we use the same row definition or same column definition for multiple entities (and report definitions).
As we are planning to modify some of these row/column definitions, it would be helpful to know where each of these row/column definitions are used. While this information is available by looking at each of the report definitions, I want to avoid having to look at each report individually and summarizing it.
Ideally, a summary showing each report definition and the related row & column definition is what I am looking for and if it can be downloaded to an Excel or CSV file, that would be perfect.
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it can be done in sql.
make sure you query datamart or management reporter depending on which connector you are using.
management reporter for example has a table control row master that shows you the ID number of the row formats.
Link that table to the control report table that shows the ID number of the row format used on each report.
SQL results can be copied o excel if you really need the list there. If you are really adventurous you can copy that query into an excel refreshable report.
In my fabrikam I get
select row.name as row_name,
report.name as report_name
from ControlRowMaster as row
join controlreport as report
on row.ID = report.RowFormatID
order by row.name
which results in
row_name report_name
BALSHEET BALSHT
BS Summary BS summary
CASH GLTRAN
Cash Flow Cash Flow
INCSTMT INCBASE
INCSTMT INCSTMT
Link test Link test
PL Detail PL Dtl CurYtd
PL Summary PL Sum CurYtd-ABV
PL Summary PL Sum Roll Qtr
PL Summary PL Sum Cur Ytd By Dept
PL Summary PL Sum Trend 12
PL Summary PL Sum CurYtd
TB Detail TB Detail
TB Summary TB Summary
TB Summary Trans YTD
TRIALBAL TRIALBAL
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