Menus for Reports

Summary Reports Tab

File

• Organize Models - Displays all available models on this server
• New Summary Report Definition - Creates a new summary report
• Properties - Displays the properties for the selected items
• Exit - Closes the application

Edit

• Remove - Removes the selected item from the SAS Profitability Management model
• Server Configuration - Displays the server storage location and repository information for SAS Profitability Management, for all models on the server

View

• Transactions - Opens the Transactions workspace
• Rules - Opens the Rules workspace
• Behaviors - Opens the Behaviors workspace
• Reports - Opens the Reports workspace
• Audit Log - Displays the audit log
• Workspace List - Displays or suppresses the workspace list in the current workspace
• Task List - Displays or suppresses the task list in the current workspace

Actions

• Calculate Model - Calculates a model by taking the transaction tables in the input directory, applying rules in the model to make calculations, and storing the calculated results in columns that are appended to the transaction tables in the output directory
• Generate Cube - Generates a cube for a SAS Profitability Management model
• Refresh - Refreshes the screen to display the current status of all table source data; when you change the underlying SAS tables, you should always refresh the model before you continue editing the content in SAS Profitability Management

Help

• Contents - Opens the Help file
• PM on the Web - Links to the SAS Profitability Management Web site
• SAS on the Web - Links to http://www.sas.com/
• About - Provides version information for the application

Detail Reports Tab

File

• Organize Models - Displays all available models on this server
• New Detail Report Definition - Creates a new detail report
• Properties - Displays the properties for the selected items
• Exit - Closes the application

Edit

• Remove - Removes the selected item from the SAS Profitability Management model
• Server Configuration - Displays the server storage location and repository information for SAS Profitability Management, for all models on the server

View

• Transactions - Opens the Transactions workspace
• Rules - Opens the Rules workspace
• Behaviors - Opens the Behaviors workspace
• Reports - Opens the Reports workspace
• Audit Log - Displays the audit log
• Workspace List - Displays or suppresses the workspace list in the current workspace
• Task List - Displays or suppresses the task list in the current workspace

Actions

• Calculate Model - Calculates a model by taking the transaction tables in the input directory, applying rules in the model to make calculations, and storing the calculated results in columns that are appended to the transaction tables in the output directory
• Refresh - Refreshes the screen to display the current status of all table source data; when you change the underlying SAS tables, you should always refresh the model before you continue editing the content in SAS Profitability Management

Help

• Help Contents - Opens the Help file
• PM on the Web - Links to the SAS Profitability Management Web site
• SAS on the Web - Links to http://www.sas.com/
• About - Provides version information for the application