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PA Analysis Report Designer

Navigator > Reports > Purchase Analysis > Analysis Report Designer

Analysis Report Designers separate the design and running of analysis reports. Use the Purchase Analysis Report Designer to create reports based on purchase information.

Access requires permission for the Designer and Control permission for Reports.

You can:

Sample reports are installed with Accredo. These can be loaded and run against your data. Samples can be modified and saved under a new name.

Buttons

ScriptAddShortcut

Add To Navigator... (Alt+N)

Add reports to the Navigator once saved, add a shortcut to the Analysis Report from the Navigator. The report may be run from the shortcut. Right click the shortcut to Edit the Shortcut, or Edit the Shortcut Source, this opens the report design in the Analysis Report Designer.

Run (F9)

Runs the report, allowing you to test your definition. If you have made changes, you will be prompted to save the changes before running.

Save Query As...

Save the generated SQL Query as a Query file which can be loaded in Report Designer or SQL Query Builder.

Note that Analysis Reports extract data via the SQL Query and then post process the data.

Load

Loads an existing report definition file to run or use as the basis for another report. To load a report, click Load, select a report definition file, click Open.

Save...

Saves as a report definition file. Once a report definition file is saved, you can add it to the Navigator or to a report list, maintain it or use it as the basis for another report.

Note: To access the Purchase Analysis Designer you need full Control access to the PA Designer and PA Reports.

In This Section

PA Report Designer - Definition tab

PA Report Designer - Fields tab

PA Report Designer - Sort/Limit tab

PA Report Designer - Output Selections tab

PA Report Designer - Report Preferences tab

PA Report Designer - Document Selections tab

PA Report Designer - Data Selections tab

PA Report Designer - Users tab

PA Report Designer - Comment tab

PA Report Designer - SQL Query tab

PA Tutorial: Accrued Expenses by Creditor

PA Tutorial: Supplier by Product

PA Tutorial: Supplier Monthly Spend This Year