Set Up Column Definitions for Reporting and Analytics

Important

Important:
To eliminate the need to support multiple financial analysis solutions, Sparkrock plans to retire the Reporting and Analytics extension in 2025. Sparkrock will communicate more details regarding timing as soon as that information becomes available. Sparkrock recommends that you start using the Financial Analysis extension before 2025. For more information, see Financial Analysis.

A column definition defines what columns are to be included in the resulting report. For example, you can design a layout to compare net change and balance for the same period this year and last year.

Before you create a reporting and analytics report, you must set up a column definition to be used as the default column definition. A column definition can be used on multiple reports. You can create as many column definitions as required. Also, to save time, you can create a copy of a column definition, and then edit the details.

To help you get started, a default column definition with the name of BUDGAVAIL is included in Sparkrock 365. The BUDGAVAIL column definition is intended to be used as a starting point and can be updated as required.

The column definition functionality for reporting and analytics is similar to the column definition functionality for financial reporting. For more information, see Prepare Financial Reporting with Financial Data and Account Categories.

To set up a column definition for reporting and analytics

  1. Choose Lightbulb that opens the Tell Me feature., enter column definition, and then choose the related link.

    The Column Definition page opens.

  2. On the action bar, choose New.

    A new row appears.

  3. In Name, specify a name to represent the column definition.

  4. To specify that this column definition is to be used in reporting and analytics, select the Reporting and Analytics checkbox.

  5. Specify values for other fields as required.

  6. Choose OK.

    The Column Definition page opens for the new column definition.

  7. Create lines as required.

To create a copy of a reporting and analytics column definition

  1. Choose Lightbulb that opens the Tell Me feature., enter column definition, and then choose the related link.

    The Column Definition page opens.

  2. In Name, specify the name of the reporting and analytics column definition that you want to copy.

  3. On the action bar, choose Copy Column Layout.

    The Copy Column Layout page opens.

  4. In New Column Layout Name, specify a name to represent the new column definition.

  5. Choose OK.

    A dialog box appears and displays the following text:

    The new column layout has been created.

  6. Choose OK.

To edit a reporting and analytics column definition

  1. Choose Lightbulb that opens the Tell Me feature., enter column definition, and then choose the related link.

    The Column Definition page opens.

  2. In Name, specify the name of the reporting and analytics column definition that you want to edit.

  3. Edit lines as required.

See also

Reporting and Analytics
Set Up Reporting and Analytics

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