In the Desktop or in the editor, selectFile > New

The reporting set editor appears.

Note:

The selection made in the "Reporting ID" box at the top left hand side of the screen is taken into account when you use the New command; that is, the category and data entry period of the reporting ID selected will be used for the new reporting set. This initialization process does not take place if more than one reporting ID is selected at the same time.

2. Enter the tab settings.

3. Save the reporting set.

4.1.4.2.2 Defining settings for the data transfer

You can define the settings relating to the route taken by the data during transfer and the users involved in the Roadmap tab.

This tab consists of several sections containing information on the following:

• Data entry

• Publication

• Access rights

Entering data

You can enter the following information:

• The Data entry site box specifies the site at which data will be entered in the package.

If you want to enter data via the Internet or the data entry site is the current site, the code for the current site is entered in this box.

• The Data entry currency box specifies the currency in which the package amounts are entered.

If this box is left blank, the currency defined in the Dimension Builder view will be used.

Publication

In the Publication site box, you specify the destination site of the published package.

Access rights

You can restrict the users authorized to enter package data and also define the “workflow” settings.

If you activate theUse workflow to organize the access rights by step option, you can specify which users will be authorized to enter package data and when.

Related Topics

•Restricting package data entry using a package workflow

4.1.4.2.3 Specifying the environment

You can specify the environment in which the reporting unit will enter data in the package in the Package tab.

This tab contains the same options as the Package tab in the Reporting Organizer view. It enables you to customize the reporting ID settings for a specific reporting unit.

Related Topics

•Defining the default environment

4.1.4.2.4 Specifying the restrictions on the environment

You can specify the restrictions on the environment for entering data in packages in the Restrictions tab.

The settings defined for the reporting ID can be customized for the reporting unit.

Related Topics

•Specifying the restrictions on the environment

4.1.4.2.5 Displaying package data

You can view the status and statistics of the opening package, the number of publications and the package status in the Control Panel tab.

Data is entered in all of the boxes automatically. Users cannot key in any data in this tab.

The Control Panel tab is divided into the following parts:

• "Opening package" - shows who generated packages and on what date.

• "Package status" - displays the status of the package when the editor is opened.

Related Topics

The date the opening package was last generated

"Generated on" on.

The reporting set has been saved but the package has not been generated yet.

The opening package was never generated.

An opening package has been generated.

The deadline has not been missed.

In decentralized data entry, the package is not present at the current site.

In data entry at central site, the package is empty or is being changed (that is, it is open and data is being entered in it).

The package is waiting to be published.

The same conditions for the previous status apply, except that the deadline has been missed.

The package is late.

The package has been published.

The package has been pub-lished.

The package is integrated.

The package is integrated.

4.1.4.2.6 Defining how the package will be published

You can define, for each reporting unit, how the package will be published In the Operation tab.

The Operation tab contains the same options as the Operation tab in the Reporting Organizer view.

It enables you to customize the reporting ID settings for a specific reporting unit.

Caution:

If the Published in advance mode option has been selected as the publication mode for automatic integration even though advance publication has not been authorized for the reporting ID, the process will not run.

Related Topics

•Specifying reporting ID publication properties

4.1.4.2.7 Comments and group messages In the Comment tab, you can do the following:

• Change the comments entered in the reporting ID editor

• Link a Group message to a reporting set if this was not done for the reporting ID By default, the following happens when you create a reporting set:

• the tab is in “Consultation” mode

• the tab contains the comments entered for the corresponding reporting ID

• the the Group message has not been changed message is displayed to the right of the toolbar in the tab

Note:

If the Group message linked to a reporting ID is changed in the reporting ID editor, the message that appears in the reporting sets linked to this reporting ID will be updated as a result.

When the Group message is changed in the reporting set, the following happens:

• The message has been changedis displayed to the right of the toolbar in the tab.

• The Group message will not be updated if it has been changed for a particular reporting ID.

You can, however, reinitialize the Group message in order to ensure that the message entered in the Reporting Organizer view is reapplied.

To change the Group message 1. Select Edit mode in the tab.

A cursor appears in the data entry box.

2. Change the text.

3. Apply the font and any format attributes required.

4. Save the text.

To reinitialize the Group message

• Select Tools > Reinitialize Group Message.

4.1.4.3 Changing reporting sets

You can change the settings of a reporting set.

Caution:

You cannot change the items which make up a reporting set (that is, the category, data entry period and reporting unit) once the set has been saved.

4.1.4.3.1 To change a reporting set

1. Select the reporting set you want to change.

2. Change the required settings.

3. Save your changes.

Related Topics

•Creating reporting sets

4.1.4.4 Deleting reporting sets

4.1.4.4.1 To delete a reporting set

1. Select the reporting set you want to delete from the Desktop.

2. Select Edit > Delete.

A confirmation message appears.