Creating a New Reporting Prompt Mapping

To create a new reporting prompt mapping:

1. Click the Reporting Definitions tab.
2. Open the relevant reporting definition detail page by clicking its name in the list of reporting definitions.
3. Scroll down to the Reporting Prompts related list and click the name of the relevant reporting prompt to open it.
4. In the Report Prompt Mappings related list, click New Reporting Prompt Mapping.
5. Provide the following information:
   • Reporting Prompt: skip this field as it is predefined.
   • Reporting Filter: specify the filter that you want to apply.
   • Prompt Tag: enter the prompt tag that you created on this filter exactly as it appears on the reporting filter record, including any period adjustment formula.
6. Click Save or, if you want to save the current record and immediately create another, click Save & New.

To edit an existing reporting prompt mapping, click Edit next to the name of the relevant reporting prompt mapping in the Reporting Prompt Mappings related list.

Tip:

The Automatically Generate Prompt Mappings setting in the Reporting Settings (FF) custom setting automatically creates an associated reporting prompt mapping for you when you create, update, or delete a reporting filter mapping. For more information, see Managing Custom Settings.