Clarity

  • 1.  Allocation/actuals/ETC by investment report

    Posted Apr 23, 2019 07:09 PM

    I would like to write a report that shows the monthly allocation, actuals and ETC by resource by investment grouped by investment manager ( not resource manager).  Has anyone had success with a report like this?



  • 2.  Re: Allocation/actuals/ETC by investment report
    Best Answer

    Posted Apr 25, 2019 09:22 AM

    Have you tried creating an AD Hoc view in Jaspersoft?  I was able to create a quick Cross Tab using the Resource Management Domain



  • 3.  Re: Allocation/actuals/ETC by investment report

    Posted Apr 25, 2019 11:11 AM

    Thank you! This is exactly what I was looking for.  Still figuring out what each of the different fields mean in a reporting perspective.  Thank you again!