Report Scoping
Sage Intelligence Reporting uses a metadata repository to store all its metadata, including connection, container and report information.
Since a site may have more than one set of company data (for example, a holding company that has 5 separate companies) it may be necessary to have some reports that are specifically for one, for multiple or for all of the companies. In this scenario it may be useful to make certain reports visible only when logged in to a given company. For this Sage Intelligence Reporting provides the concept of Scoping, where a report can be ‘scoped’ or made available only when logged in to certain companies. A report that deemed useful across all companies should be Scoped Globally (this is the default for each report).
The most common scenario where a report would be Scoped is probably where Financial Reports are customized. Since customizing these reports usually involves keeping a set of account numbers in a report’s excel template, these customized reports become only useful to the company they have been customized for.
Method
Make a copy of the Standard Report.
Name the report accordingly (for example, “Financials for Company ABC” where the company is ABC).
Open the Scope Manager by clicking on the Home Object and then from the Tools Menu bar, select Manage Object Scope and specify the scope of the report to the relevant company.
Customize the report using Microsoft Excel and Report Manager as per usual processes for Financial Reports.