Linking Reports

About linking reports

If you need to create a series of reports that are related in some way, you can link the reports so that the selections and label formatting changes that you make in one document are propagated to all the linked reports.

For example, suppose that you need to prepare a series of reports based on the same set of line items. By creating a series of new reports and linking their Line Item dimensions, you need to select the set of line items only once; the choices you make are automatically applied to all the linked reports. As long as the dimensions are linked, any time you add or remove a line item or change a label associated with a line item, your changes are applied to all the linked reports.

Rules for linking reports

When linking reports, the following rules apply:

• You can link a series of reports. You cannot link reports with graphs or worksheets.

• You can link only dimensions of the same type (for example, Time with Time, Line Item with Line Item, and so on).

• You can link multiple dimensions with their corresponding dimensions. For example, you might link the Time, Line Item, and Organization dimensions across a series of reports.

• You can form a link based on any dimension except the FinData dimension.

Links in saved reports

Links that you create in a report are preserved until you overtly remove them. That is, you can create a link and save and close the document. When you reopen the report, the link remains intact.

Related information

For more information about linking reports, search for the following topic in the Financial Analyzer Help system: "Linking Dimensions in Reports."