Enter a report master code that uniquely identifies the report master record in the system.

Enter a description of the report master. This description is displayed in lookup browses.

Enter the title to print at the beginning of the report. The translate functionality allows you to translate the string in this field. You can enter plain text and you can also use the special variables as part of the text. These special variables are replaced on the report with the report year and period details you specify when you run the report. The special variables are:

If you are creating a report master record, enter a report chart code. This code must relate to an existing report chart. All subsequent elements of the report master must be linked to the same report chart. The elements are the report tree, column group, and controlling report analysis code. The description of the report chart is displayed in a read-only field.

Enter an existing column group code that is linked to the report chart specified in the report master. The column group specified here determines the column layout of the report. See Report Column Group. The description of the column group is displayed in a read-only field.

You can secure reports so that only certain users can run them. When the Roles field is blank, you can only run a report if you have access to all the entities linked to the report. You must have permission to use the menu Financial Report Run in each entity.

Optionally, you can use the lookup to specify a role that a user must have in each of the involved entities. When you specify more than one role, a user must have only one of the roles in each involved entity.

If you do not have the permissions for entities linked to the report, but want to run the report for entities where you have permissions, create an additional filter analysis code. This code filters out the forbidden entities and uses this analysis code as a Filter Analysis Code in the Financial Report Run selection screen. You can then run the report for the allowed entities only.

Enter the top-level report analysis code for the report tree, also referred to as the root node. This code must be an existing report tree linked to the report chart as specified in the report master. The report tree specified here determines the printed report hierarchy structure, including all detail layout options that you can set using Financial Report Tree Import from a CSV file. The description of the report tree is displayed in a read-only field.

Specify the label you want to print as the column header label above the report tree hierarchy. This label is on the left part of the layout. The string entered in this field can be translated.

Specify whether to print the code, the description, or both for the report tree hierarchy.

The report tree hierarchy on the report prints child nodes, indented relative to their parent. Use this field to specify the size of the indent in twips. Three hundred twips are approximately 0.7 cm.