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HFM Intercompany Reports Configuration and Customization

Kate Geronimo
Kate Geronimo Member Posts: 21 Blue Ribbon
edited Oct 3, 2016 4:22PM in Financial Consolidation

Hi Experts,

I have a few questions or clarifications about the ICP reports in HFM.

-Are Intercompany system reports delivered reports?

-What are other ways to create ICP reports other than creating a new one from workspace/online?

-Can we customize ICP reports?

-Is there a way to specify the Custom 3 and 4 members to use upon generating the report?

I hope I can get responses very soon!

Thanks,

K

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Answers

  • ericerikson
    ericerikson Member Posts: 608 Bronze Trophy
    edited Sep 30, 2016 2:46PM

    Hi. See answers below.

    Eric

    No, you create the intercompany reports.

    Via workspace is the only way.

    You can customize the style sheet used to create the report.

    Specify the customs when specifying the account, like A#IntercoPlug.C3#DataTotal.

    -Are Intercompany system reports delivered reports?

    -What are other ways to create ICP reports other than creating a new one from workspace/online?

    -Can we customize ICP reports?

    -Is there a way to specify the Custom 3 and 4 members to use upon generating the report?

    >

    Kate Geronimo
  • Kate Geronimo
    Kate Geronimo Member Posts: 21 Blue Ribbon
    edited Sep 30, 2016 3:28PM

    Hi Eric,

    Thank you for the reply but upon trying your suggestion, i got an error.

    Invalid Item ID.
    Catastrophic failure
    An error occurred while adding ICP Accounts.
    An unknown error has occurred in the HsvWebClient object.

    Also, for C3 and C4, there are more than one members that we would like to have for each ICP reports. Is this even possible?

  • ericerikson
    ericerikson Member Posts: 608 Bronze Trophy
    edited Sep 30, 2016 3:58PM

    Hi. The error sounds related to configuration not the ICP report. To show more than one member of the customs, do not specify them with the accounts and do not suppress your customs.

    Eric

    Kate Geronimo
  • Kate Geronimo
    Kate Geronimo Member Posts: 21 Blue Ribbon
    edited Oct 3, 2016 4:22PM

    Hi Eric,

    Apparently, your first suggestion worked and we're able to produce the reports with specific C3/C4 members only.

    The error I showed was isolated to the dev environment we are using and all worked fine in a different environment.

    Thank you for your help!

This discussion has been closed.