Working with reports

You can use reports to view, print, and interact with the data in your system.

Understanding reporting roles

The following table outlines the three standard reporting roles:

Depending on your assigned reporting role and access, you may be able to perform different tasks when working with reports. The following table outlines the tasks you can perform:

Understanding reports and their features

Reports contain many navigational elements that make it easy for you to view, print, and interact with data.

The main page of a report displays the report body. From there, you can navigate to the Print Preview page, the Symbols page, the Longview Report Viewer Help, or you can export the report to Microsoft Excel.

Some of the interface elements you may see in reports include:

• Headers and footers

  Depending on the way the report was configured, headers and footers may appear at the top and bottom of the report, respectively. Report Publishers can include supplemental information about the report in the header and footer. Headers and footers can appear anywhere along the top and bottom of the report.

• Title

  Depending on the way the report was configured, reports may contain a title. Reports can have left, center, or right titles. Titles appear above the data.

• Toolbar

  Reports include a toolbar. Depending on the page you are on, the buttons that appear on the toolbar vary.

  Button	Description
  Refresh	Click the Refresh button to update all information in the current view.
  Print Preview	Click the Print Preview button to go to the print preview page.
  Export to Excel	Click the Export to Excel button to export the report to Microsoft Excel.
  Symbols	Click the Symbols button to go to the Symbols page.
  Options	Click the Options button to toggle Conditional Displays.
  Help	Click the Help button to open Help related to reports.

• Report body

  The report body is the main area of the report containing the data. Depending on the way the report was configured, you may see highlighting or shading.

• Information pane

  The information pane appears at the bottom of the report on the main page. When you first open a report, the information pane is collapsed. The information pane contains the Comments tab, the Attachments tab, and, depending on the way the report was configured, the Fixed Symbols tab. You can expand the pane to view Comments, Attachments, and Fixed Symbols on each respective tab.

• Status bar

  The status bar appears along the bottom of the report and the contains the Zoom Out, Zoom In, and Zoom to Default magnification options.

Understanding report status

If your System Administrator has configured Data Area Monitoring, reports display status in a status bar. The status bar appears at the top of the report and contains information regarding the status of the report. Use the following table to review possible status messages:

Viewing version information

It may be useful at times to view version information about your Longview system. You can verify the version information for Report Viewer from reports launched from your Longview Dashboard.

To view version information:

1. From a report opened with Report Viewer, press Ctrl + F1. The About Longview dialog opens.
2. Review version information for the following:
   • Longview Report Viewer
   • Web Bridge
   • Data Server

   Note: To copy version information to your Windows clipboard, click Copy info to clipboard.

3. When you are finished, click OK to close the About Longview dialog.

Opening reports

You can open reports from the following locations, depending on the setup of your system and the products you have purchased:

• Longview Dashboard—Reports to which you have access are available from your Dashboard. You may see reports in the preconfigured Report Templates panel, or you may see reports in a panel customized by your administrator.
• Longview Tax Provision—Reports to which you have access are available from the Reports category of the Tax Provision navigation pane.
• Longview Client—Reports to which you have access are available from the Reports folder of the navigation pane.

To open a report from your Longview Dashboard:

1. On your Longview Dashboard page, click the link to the report you want to open. Depending on the way the report was configured, one of the following occurs:
   • The report opens in a new window. You can analyze the data and print the report.
   • The Symbol Selection page appears, showing the dimensions for which, you must select symbols. Proceed to step 2.
2. For each dimension that appears, type a symbol name or select a symbol. To add more than one symbol for a dimension, select a row containing the dimension for which you want to add another symbol and click Symbol.

   Note: You can select only one symbol for fixed dimensions. If the Symbol button is unavailable, the dimension is fixed. Depending on your role access, you may be able to modify dimension orientation.

3. When you are done selecting symbols, click View Report. The report opens.

To open a report from Tax Provision:

1. In the Tax Provision navigation pane, click the category (Reports or Administration) containing the report you want to open.
2. Expand the section containing the report and click the report. Depending on the way the report was configured, one of the following occurs:
   • The report opens in the workspace. You can analyze the data and print the report.
   • The Symbol Selection page appears in the workspace, showing the dimensions for which, you must select symbols. Proceed to step 3.
3. For each dimension that appears, type a symbol name or select a symbol.

   Note: If you are opening multiple reports using the same entity selection, you can specify the relevant entity for each category in the navigation pane.

4. When you are done selecting symbols, click View Report. The report opens.

To open a report from Longview Client:

1. In the navigation pane, expand the Reports folder and click the report. Depending on the way the report was configured, one of the following occurs:
   • The report opens in the workspace. You can analyze the data and print the report.
   • The Symbol Selection page appears in the workspace, showing the dimensions for which, you must select symbols. Proceed to step 3.
2. For each dimension that appears, type a symbol name or select a symbol.

   Note: If you are opening multiple reports using the same entity selection, you can specify the relevant entity for each category in the navigation pane.

3. When you are done selecting symbols, click View Report. The report opens.
   

Modifying symbol options

Depending on your access and the properties of the report, you may be able to modify symbol selections, add symbols, remove symbols, reorder symbols, display symbol names or descriptions, and modify the dimension orientation of the report.

Modifying symbol selections

Depending on your access and the properties of the report, you may be able to change the symbols in the report. For more information on the actions you can perform based on your role, see Understanding reporting roles.

To modify a symbol selection:

1. Open the report using the appropriate method. For more information, see Opening reports.
2. Click Symbols. The Symbols page displays.
3. In the Symbol Selection section for each symbol selection you want to modify, type an alternate symbol name or select an alternate symbol.
4. When you are finished, click View Report.

Adding symbols

Depending on your access and the properties of the report, you may be able to add symbols to the report. You can add symbols for the dimensions in the across and down orientation only. If you want to include more than one symbol in a fixed dimension, you must first reorient the dimension into the across or down orientation.

To add a symbol:

1. Open the report using the appropriate method. For more information, see Opening Reports.
2. Click Symbols. The Symbols page displays.
3. In the Symbol Selection section, select the row below which you want to add the new symbol.
4. Click Symbol. The new row appears.
5. Type the name of a symbol or use the symbol selector to select a symbol.
6. When you are finished, click View Report.

Removing symbols

Depending on your access and the properties of the report, you may be able to remove symbols. You can remove symbols for the dimensions in the across and down orientation only, which can contain multiple symbols. Fixed dimensions must have only one symbol.

To remove a symbol:

1. Open the report using the appropriate method. For more information, see Opening Reports.
2. Click Symbols. The Symbols page displays.
3. In the Symbol Selection section, select the row containing the symbol you want to delete.
4. Click Delete. The symbol is removed.
5. When you are finished, click View Report.

Reordering symbols

Depending on your access and the properties of the report, you may be able to reorder symbols. You can reorder symbols in the down and across orientation only. Fixed dimensions can have only one symbol.

To reorder a symbol:

1. Open the report using the appropriate method.
2. Click Symbols. The Symbols page displays.
3. In the Symbol Selection section, select the row containing the symbol you want to reorder.
4. Click Move Up or Move Down.
5. When you are finished, click View Report.

Displaying symbol names and descriptions

Depending on the way the report was configured, you may see symbol names, symbol descriptions, or both symbol names and symbol descriptions displayed for each dimension when you open the report. Depending on your role, you may be able to modify these options. Active dimensions must display at least one of either the symbol name or symbol description. Both the symbol name and symbol description can be cleared for fixed symbols, but this removes the dimension from the list of fixed symbols if fixed symbols display for the report.

Note: Symbol name and description display options also apply to printed pages and exported reports.

To display symbol names and descriptions:

1. Open the report using the appropriate method. For more information, see Opening Reports.
2. Click Symbols. The Symbols page appears.
3. In the Symbol Selection section for each dimension, select whether to display symbol Names, Descriptions, or both. To display symbol Names or Descriptions for all active dimensions, use the appropriate Select All check box.

   Note: If the report Publisher has configured the report to not display fixed symbols, you cannot change the display options for fixed dimensions.=

4. Click View Report. The report appears with the specified display options.

Modifying dimension orientation

Depending on your access and the properties of the report, you may be able to modify the dimension orientation of the report. For information on the actions you can perform based on your role, see Understanding reporting roles. Dimensions are listed on the Symbols page in the order defined by the Report Publisher.

Use the following table to determine the way dimensions display in the report.

To modify dimension orientation:

1. Open the report using the appropriate method. For more information, see Opening Reports
2. Click Symbols. The Symbols page appears.
3. In the Orientation section for the dimension you want to reorient, select the dimension.
4. Drag and drop the selected dimension into the desired position.
5. When you are finished, click View Report.

Viewing fixed symbols

Depending on the way the report was configured, you may be able to view fixed symbols. Fixed symbols appear on printed pages if they are displayed on the Fixed Symbols tab of the information pane.

Note: The Report Publisher may have configured the report to not display fixed symbols. If this is the case, the Fixed Symbols tab does not display.

To view fixed symbols:

Open the report using the appropriate method. For more information, see Opening reports.

1. In the information pane, click Fixed Symbols. The Fixed Symbols display.
2. Review the symbols for each fixed dimension.

   Note: Depending on your role and access, you may be able to make a dimension active.

Navigating reports

If the report is configured with Drillable dimensions, you may be able to modify the level of symbol detail to display in a report.

Navigating hierarchies

Depending on the symbols selected and the dimension orientation of the report, you may be able to quickly collapse or expand a hierarchy with one click or you may be able to collapse or expand hierarchies to specified levels of detail by right-clicking.

Use the following table to determine the level to which you want to expand or collapse a specified hierarchy using the right-click menu.

To navigate a hierarchy:

1. Open the report using the appropriate method. For more information, see Opening reports.
2. Do one of the following:
   • To determine whether a symbol can be quickly expanded or collapsed, move the mouse over a symbol. If the symbol can be expanded or collapsed, a hand appears, and a tooltip displays that reads “Click to Expand” or “Click to Collapse.” Proceed to step 3.
   • To display a specific level of detail, right-click the symbol for which to expand or collapse the hierarchy. The relevant menu options appear. Proceed to step 4.
3. Click the symbol. The symbol expands or collapses one level as indicated.
4. Select the relevant navigation option. The report hierarchy expands or collapses appropriately.

Changing magnification

You can change the magnification of a report to suit your preference for your screen. Modifying the magnification of a report applies to the current session view only and not the way the report is printed or exported.

Zooming in and zooming out

You can modify the magnification of a report from 10% to 200%.

To zoom in or zoom out:

1. Open the report using the appropriate method. For more information, see Opening reports.
2. Depending on the way you want to modify the magnification, do one of the following:
   • To increase the magnification of the report, click Zoom In on the status bar. The report magnification increases by 1%. Alternatively, you can drag the slider to the desired magnification level.
   • To decrease the magnification of the report, click Zoom Out on the status bar. The report magnification decreases by 1%. Alternatively, you can drag the slider to the desired magnification level.

Note: For information on a multi-page view of the report, see Working with printing.

Restoring magnification defaults

If you have modified the magnification of a report, you can restore the report to the default view of 100%.

To reset the magnification of the report to default, click Restore to default zoom level on the status bar. The report magnification returns to 100%.

Enabling and disabling conditional displays

Depending on the way the report was configured, the data may have highlighting, filters, and symbol suppression visible when you open the report. You can enable or disable these conditions. Preconfigured Tax Provision reports may open with suppressed symbols containing only zero values.

Note: Conditional display applies to the way data appears on printed pages. Filters and symbol suppression apply to the way a report appears in Microsoft Excel.

To enable or disable conditional display:

1. Open the report using the appropriate method. For more information, see Opening reports.
2. Click Options. The Options menu appears.
3. Depending on the initial view of the report, select or clear Apply Conditional Display to enable or disable highlighting, filters, and symbol suppression.

   Note: If the report Publisher has not applied any conditional displays to the report, Apply Conditional Display is unavailable.

Viewing additional information through links

The report Publisher may have included additional information about the report. You may be able to view this additional information through a web link, or to an external document such as a PDF file. Reports can contain the following types of links:

To view additional information:

1. Open the report using the appropriate method. For more information, see Opening reports.
2. Do one of the following:
   • To view cell-level links, right-click the cell in which you want to view additional information. A menu opens, displaying any relevant cell links.
   • To view report-level links, right-click anywhere in the report. A menu opens, displaying any relevant report links.
3. Select the link for which you want to view additional information. The related URL or document opens.

Reviewing Audit Trail

Depending on the configuration of the report you may have access to review audit trail. Audit trail is accessed using a link. For further information on links, see Viewing additional information through links.

To access audit trail:

1. Right-click in the report.
2. Select Audit.
3. Audit Trail appears:
   • As a tab, if report is opened in Longview Client.
   • As a new window if report is opened in Report Viewer.
4. All related audit transactions are displayed in the table.
   • Including changes made on leaf symbols, if the report or intersection contains parent symbols.

   Note: If the intersection selected only contains calculated data, such as in a translated currency, not audit data will be available as data changes are only tracked for submissions.

For more information, see “Reviewing Data Audit” in the Solutions User Guide.

Refreshing report data

You can update the contents of the report you are working with to make sure you are viewing the most recent data and report status.

Note: Comments and attachments refresh only when the information pane is expanded and the Comments tab or Attachments tab is in focus.

To refresh the contents of a report with data from the database, click Refresh.

Note: You can also press F5 on the keyboard to refresh the report.

Working with comments and attachments

Comments explain entries in reports. Attachments contain supplementary information about reports. If the intersection for a comment or attachment is visible in the report body, the comment or attachment appears in the information pane. From the information pane, you can view comments and attachments, and open and save attachments.

Understanding the information pane

The information pane displays the Comments, Attachments, and Fixed Symbols tabs. You may not see the Fixed Symbols tab based on the way the Report Publisher has set up the report.

Note: Comments and attachments are not supported for Schedule reports. If you are working with a Schedule report, the Comments tab and Attachments tab do not display in the information pane.

For comments and attachments, the information pane displays the following information for each comment or attachment:

• the data intersection for the comment or attachment listed by dimension
• the user who submitted the comment or attachment
• the date and time of the submission
• the comment text or attachment link

Reviewing comments or attachments

You can review the list of comments or attachments based on the expansion state of symbols in the report.

To review comments or attachments:

1. Open the report using the appropriate method. For more information, see Opening reports.
2. Click the Comments tab or Attachments tab. The information pane expands, displaying the list of comments or attachments in view in the report.
3. To find all comments or attachments associated with the report, modify the expansion state of the symbols in view in the report. For more information, see Navigating reports.

Opening and saving attachments

From the information pane, you can open and save attachments.

To open and save an attachment:

1. Open the report using the appropriate method. For more information, see Opening reports.
2. In the information pane, click the Attachments tab. The information pane expands, displaying all attachments visible in the report.
3. In the Attachment column, click the link for the attachment you want to open.
4. Do one of the following:
   • To open the attachment, click Open. The attachment opens.

     Note: You must have the appropriate program installed on your local machine to open attachments. If you do not have an appropriate program installed, you are prompted to either locate a program or save the file.

   • To save the attachment, click Save. The Save As dialog opens. Browse to the location to which to save the file and click Save. The file is saved to the specified location.

Reviewing underlying comments

Depending on the configuration of the report you may have access to review underlying comments. Underlying comments are accessed using links. For further information on links, see Viewing additional information through links.

Note: All out of box reports are configured with the ability to access underlying comments.

To review underlying comments:

1. Right-click in the report.

   Note: If you right-click on a data value, you will have the option of choosing underlying comments for the intersection or report. If you-right click elsewhere you will have only the option of underlying comments for the report.

2. Select the appropriate Underlying Comments option.
3. Show Comments appears:
   • As a tab, if report is opened in Longview Client.
   • As a new window if report is opened in Report Viewer.
4. All related underlying comments are displayed in the table.
   • Including comments made on leaf symbols, if the report or intersection contains parent symbols.
   • Including comments made in source currencies if the report or intersection contains a reporting currency.

For more information, see “Reviewing Comments” in the Solutions User Guide.

Working with reports in Microsoft Excel

You can export reports to Microsoft Excel.

Exporting reports to Microsoft Excel

You can export reports to Microsoft Excel. To review the way a report exports to Microsoft Excel, see Understanding reports in Microsoft Excel. Before you export a report, make sure the report displays the way you want it to, including the following items:

• Symbol names and descriptions. For more information, see Displaying symbol names and descriptions.
• Filters and symbol suppression. For more information, see Enabling and disabling conditional displays.
• Expansion state of symbols. For more information, see Navigating hierarchies.

To export a report:

1. Open the report using the appropriate method. For more information, see Opening reports.
2. Click Export to Excel. The Export to Excel dialog appears.
3. Select one of the following:

   Field	Description
   As displayed	To display data in the Excel worksheet using the orientation as displayed in the report. To understand the way a report appears in Report Viewer and in Microsoft Excel in As displayed format, proceed to Understanding reports in Microsoft Excel.
   In table formatB	To display data in a table format. This format is better suited if you plan to use the data to create PivotTable reports in Excel. The data is exported with symbol names in columns (one column per dimension), followed by a column containing the values. The following formatting is carried over to the export: Symbols names/descriptions (as selected in the report) Conditional displays Number formatting Scaling

4. Click Export. The Save As dialog opens.
5. Navigate to the location where you want the file to be saved.
6. Type a name for the file.

   Note: The default name for the file is reportname.xlsx.

7. Click Save. The file opens in Microsoft Excel.
8. To review the differences between the way a report appears in Report Viewer and in Microsoft Excel in As displayed format, proceed to Understanding reports in Microsoft Excel.

Understanding reports in Microsoft Excel

Reports exported in As displayed format to Microsoft Excel will have slight formatting differences. Use the following table to review the way report features export in “As displayed” format.

Working with printing

You can specify the way you want a report to appear on printed pages.

While you are specifying print options, at any time you can click Print using system dialog in the settings pane to specify print settings using your operating system’s standard print dialog.

You can also navigate through multi-page reports on the print preview page and modify the magnification of the print preview page to see the way the reports will print. Use the following table to review possible view options on the print preview page.

Note: Modifying the magnification of the print preview applies to the current view only and not the way the report is printed.

Understanding printed pages

Reports display with some slight differences between the screen and the printed page. These differences are designed to maximize your experience while viewing reports either on screen or on printed pages. Use the following table to understand the differences in features you may see when comparing a report on screen and a report’s printed pages.

Preparing reports for printing

Before you print a report, it is important to make sure the report displays the way you want it to. You may want to navigate through a hierarchy, change display options for symbol names or descriptions, or modify conditional display options.

To prepare a report for printing:

1. Open the report using the appropriate method. For more information, see Opening reports.
2. Confirm that the report displays the following features the way you want it to for printing:

   Feature	To make changes...
   Dimension orientation	follow the steps in Modifying symbol selections.
   Expansion state of hierarchies	follow the steps in Navigating hierarchies.
   Displaying symbol names and/or descriptions	follow the steps in Displaying symbol names and descriptions.
   Conditional displays	follow the steps in Enabling and disabling conditional displays.

Printing reports

Reports print based on the current view, including the way symbols are expanded or collapsed and whether conditional display is applied or not applied.

To print a report:

1. Follow the steps in Preparing reports for printing.
2. Click Print Preview. The print preview page displays.

   Note: At any time, you can review and select print settings using your computer’s print options by clicking Print using system dialog.

3. In the Copies field, specify a number between 1 and 32767 for the number of copies to print.
4. Select the appropriate printer from which you want to print the report.
5. Complete the following fields:

   Field	Description
   Print All Pages	Select Print All Pages to print all pages displayed in the report. Select Print Custom Range to specify a range of pages to print.
   Pages	If you selected Print Custom Range, specify the page range to print. Note: If there are Comments and Attachments in the report, they print on separate Comments and Attachments pages after the report content. If you want to exclude Comments and Attachments from printed pages, specify the last page displaying report content only.
   Print One Sided	Select Print One Sided to print the report on only one side of paper. Select Print on Both Sides, Flip on Long Edge to print the report on both sides of the paper, flipping the paper on the long edge. Select Print on Both Sides, Flip on Short Edge to print the report on both sides of the paper, flipping the paper on the short edge.
   Collated	Select Collated to print the report in sequence in its entirety before printing another copy. Select Uncollated to print all copies of the first page of the report before printing all copies of the next page, and so on.
   Portrait Orientation	Select Portrait Orientation to print the report so that the page is taller than it is wide. Select Landscape Orientation to print the report so that the page is wider than it is tall.
   (paper size)	Depending on your printer and location, various page sizes are available. Select the paper type on which you want to print the report.
   Across, Then Down	Select Across, Then Down to print multiple pages from top to bottom. Select Down, Then Across to print multiple pages from left to right.
   (margins)	Select Normal Margins to print the report with the Left and Right margins at 0.7 inches and the Top and Bottom margins at 0.75 inches. Select Wide Margins to print the report with all four margins at 1 inch. Select Narrow Margins to print the report with the Left and Right margins at 0.25 inches and the Top and Bottom margins at 0.75 inches. Select Custom Margins to customize the margin size for the printed report. Specify a number, in inches, for each of the four margins.
   No Scaling	Select No Scaling to print the pages at their actual size. Select Fit Report on One Page to shrink the printed report to fit on one piece of paper. Select Fit All Columns on One Page to shrink the printed report to the width of one piece of paper. Select Fit All Rows on One Page to shrink the printed report to the height of one piece of paper. Select Custom Scaling Options to specify the way you want the report scaled. Specify one of the following: Adjust to - Specify the percentage to which you want the report scaled. Fit to (pages) - Specify the number of pages wide and tall to print the report.

6. When you are finished making changes, click anywhere in the preview area to see the updated settings. The preview updates to display the specified settings.
7. Review the way the report appears for printing.
8. When you have finished specifying print options, click Print. The report prints with the specified settings.