PS: Customizing Report Parameters

The Hook: Use the Options icon to modify report views, time periods, datasets, and comparisons to analyze data from different perspectives.

Prerequisites:

• Must be viewing a report (Site or Corporate).

The Steps:

1. Open the desired report (e.g., P&L, Daily Revenue).
2. Click the Options icon (wrench/screwdriver or gear) in the upper left corner.
3. Adjust the Time Period (e.g., Period, YTD, Trailing 12) to change the date range.
4. Select the Dataset (e.g., Actuals, Budget, Primary Forecast) to define the primary data source.
5. Select Comparison Views (e.g., Last Year, Budget) to add variance columns,.
6. Change Value Types (e.g., Amount, Stat, Rate) if you need to see different metrics.
7. Click OK (or the Green Check Mark) to apply the changes.

Note: For a complete list of Parameters available within the Report Options Glossary

The Result Validation:

• uccess: The report refreshes and displays data matching the new parameters selected in the control box.