(877) 456-7632 info@msxgroup.com
Message Boards
Sign up Latest Topics
 
 
 


Reply
  Author   Comment  
Robin.Nicholls

Registered:
Posts: 7
Reply with quote  #1 

Prospero allows you to define the segment(s) that will be included in the label when you drill down on your report’s account-level detail view. Therefore, instead of having all segment labels appear in your drill down, you can refine your Prospero report output to show only that segment label information that you want. This is useful in situations where organizations have a significant number of segments or perhaps only want to see specific segment values when they drill down on their reports. By allowing you to define what to return as labels for the report’s account-level drill down view, Prospero provides you with the capability to view this detail in ways that are more concise, easy-to-read or specific to your organization’s needs.  

The segments which contribute to the label in the account-level drill down are defined in the Segment Definition screen. Each segment has a corresponding “Detail Label” checkbox.  When checked, that segment’s value will be part of the label. If unchecked, it will not appear in account-level drill down. (Prospero requires that at least one segment be checked and by default the first two segments “Detail Label” checkboxes are enabled.) Please remember that access and management of this feature is an Administrative-level permission. In most instances, your Prospero Administrator will update and manage this setting for you.   

In addition, your Segment Definition “Detail Label” settings do not impact reporting tree drill down or the segment codes themselves. And, if you prefer to use a segment’s alternate labels on drill down instead, that option is remains available – of course, only for the segments you select to include. You can choose this by selecting the “Use alternate labels on drill down” option when running your report.

 

Here are a two simple examples of how this feature is used:

 

Example 1: Income Statement Report (All segments selected)

Segment Definition

Segment Definition for Entity

Enabled

Code

Label

Length

Natural

Detail Label

X

SG0

Natural

4

X

X

X

SG1

Location/Division

5

 

X

X

SG2

Department

3

 

X

 

Natural Segment Worksheet

Natural Segment Worksheet (Expense Acct. Advertising)

Code

Label

Alternate Label

Type

5300

Advertising

 Advertising & Marketing

Expense

 

Location/Division Segment Worksheet

Location/Division Segment Worksheet

Code

Label

Alternate Label

32000

Miami Operations

 Miami Operations

42000

Denver Operations

 Denver Operations

 

Department Segment Worksheet

Department Segment Worksheet (Expense Acct. Advertising)

Code

Label

Alternate Label

100

Administration

Administration

 

Note: The report is run using the following Drill down options which can be set on your Report Definition or at runtime.

 Drill down Settings

 

Use alternate labels on drilldown

X

Include transaction details

 

Drill down Method

Account-level Detail

 

Report Output

ABC Company
Income Statement
For the Four Months Ending 4/30/2015

 

April

YTD

Expenses
:

Advertising

Total Expenses

 

:

1100

14000

 

:

4500

61500

 

Report Account-Level Drill down

ABC Company
Income Statement
For the Four Months Ending 4/30/2015

 

April

YTD

Advertising

Advertising;Miami Operations;Administration

Advertising;Denver Operations;Administration

Total Advertising

 

600

500

1100

 

2500

2000

4500

 

Example 2: Income Statement Report (Natural and Location/Division selected)

Segment Definition

Segment Definition for Entity

Enabled

Code

Label

Length

Natural

Detail Label

X

SG0

Natural

4

X

X

X

SG1

Location/Division

5

 

X

X

SG2

Department

3

 

 

 

Natural Segment Worksheet

Natural Segment Worksheet (Expense Acct. Advertising)

Code

Label

Alternate Label

Type

5300

Advertising

 Advertising & Marketing

Expense

 

Location/Division Segment Worksheet

Location/Division Segment Worksheet

Code

Label

Alternate Label

32000

Miami Operations

 Miami Operations

42000

Denver Operations

 Denver Operations

 

Department Segment Worksheet

Department Segment Worksheet (Expense Acct. Advertising)

Code

Label

Alternate Label

100

Administration

Administration

 

Note: The report is run using the following Drill down options which can be set on your Report Definition or at runtime.

 

 Drill down Settings

X

Use alternate labels on drilldown

X

Include transaction details

 

Drill down Method

Account-level Detail

 

As you look at the following example, you’ll see that there’s a different label on the report’s account-level drill down output – Department is no longer included in drill down because of the segment setting.

Also, selecting the “Use alternate labels on drill down” option shows the alternate label for the Advertising account in the report’s account-level drill down output.


Report Output

ABC Company
Income Statement
For the Four Months Ending 4/30/2015

 

April

YTD

Expenses
:

Advertising

Total Expenses

 

:

1100

14000

 

:

4500

61500

 

Report Account-Level Drill down Output

ABC Company
Income Statement
For the Four Months Ending 4/30/2015

 

April

YTD

Advertising

Advertising & Marketing;Miami Operations

Advertising & Marketing;Denver Operations

Total Advertising

 

600

500

1100

 

2500

2000

4500

 

For more information on this topic or Prospero, contact the MSX Support.

 

Previous Topic | Next Topic
Print
Reply

Quick Navigation:

Easily create a Forum Website with Website Toolbox.