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Using Reporting Standards - v1.4.5

Reporting Standards allow users to give fields extra headers and formats, making it effortless to build the reports you need. This feature is available from version 1.4.5.

Adding a new reporting standard

To add a new reporting standard, navigate to the admin panel, then in admin configuration click the view link in the Reporting Standards panel.

From the reporting standard page you can add a new reporting standard. A reporting standard is used to group reporting column headers together, such as the Openfunds field name and Openfunds code. The reporting standard is what the alternate reporting format is assigned to, while the reporting column headers are what the alternate report header is assigned to.

Click 'Add New Reporting Standard' to add a new row to the reporting standard:

To save the new reporting standard, you will need to give it a name. You also have the option of giving it a description, or deleting it instead of saving if you have added one by mistake. Once saved they cannot be deleted.

To assign a display header to go with it you will need to add a reporting column header. This can be done before or after saving.

Like standards, reporting columns need a name, but can optionally be given a description, or be deleted instead of saved. Like standards, after saving they cannot be deleted. Columns are assigned to a single standard. For more information on the 'Variation Suffix' see the 'Using Variations'.

Attaching reporting standards to fields

To attach a reporting standard to a field first navigate to the desired field in the admin schema. From here, if you have added reporting standards into the Fundipedia system you will see a drop-down that displays available standards that can be selected and added to the field.

Once added to a field you can select the reporting format, and assign names to any reporting headers associated with that standard. All information is required before you can save. Reporting standards can be removed from fields at any time by using the red minus in the top right corner.

Reporting standard information is included in the field tool tip when viewing a record. Each reporting standard will list its reporting format along with any reporting headers.

Using reporting standards

Reporting standards are used when creating reports. After choosing the fields to include on a report you can see if any fields have additional reporting standards available. Here you can see that Fund Name (Legal Name) has the Openfunds reporting standard available, while the Internal Fund Code has no additional reporting standards available.

After you have chosen your fields you have the option to select what standard you want to report on. By default Fundipedia is selected.

While you can only select one format, you can include as many headers as you need. Even if they are from another standard.

Any fields in the report that have not been assigned to the chosen reporting standard will display "Not configured for standard".

Fields that have been assigned will format the field value accordingly. In this case the "Internal Fund Code" is showing "Not configured for standard" while "Legal Name" has been formatted to lower case.

Switching back to the Fundipedia reporting standard shows the difference.
  1. The "Legal Name" field is back to its normal casing
  2. The "Internal Fund Code" is showing its field value, but the reporting headers still show that the standard has not been configured.
  3. The Openfunds reporting headers can be used on either the Openfunds format or the Fundipedia format. 

Reports that make use of a reporting standard can be downloaded, copied, and scheduled like other reports and will retain the extra headers and reporting standard formatting.

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