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In the menu "Own Reports" users of the GTC who have the appropriate authorisations can compile individual reports for data evaluation. Examples are key figure analyses or complex posting documents. These individual reports can then be stored and marked as "own standard".

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In order to be able to use an "Own Report" in the GTC, the following steps must be carried out:

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1. Navigate to "Reports / Tax Reports"
2. Click on the "Columns" button in the header of the overview table
3. Click on "Change columns"
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4.        "Click "ID" to display the GTC-IDs of the "Tax Reports"
5.         Copy the ID of the required report
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Configuration in the report template

1. Switch to the "config" worksheet
2. Enter the report IDs to be used in column A
3. Define the name of the output report in column B
4. Optional: Specify the period type to be evaluated in column C
   
   1. <empty> .. current, selected period
   2. PRIOR .. Previous period, the currently selected period
   3. COMPARE .. specified comparison period
   4. TRUEUP .. TrueUp period, the currently selected period
   5. PRIORTRUEUP .. TrueUp period, the previous period, the currently selected period

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Creation of the basis of SQL-SELECT-Statements

1. Switch to the "config" worksheet
2. Enter SELECT statement in column A
3. Define the name of the output report in column B
4. Optional: If the SELECT statement has been defined with the "?" operator, the columns C ff. can be defined what to replace them with. The value in column C thus replaces the first "?", the value in column D replaces the second "?", and so on. (case sensitive)
   
   1. PERIODID .. current, selected period
   2. PERIODID_PRIOR .. Prior period, the currently selected period
   3. COMPARE .. specified comparison period
   4. PERIODID_CURRENT_TRUEUP .. TrueUp period, the currently selected period
   5. PERIODID_TRUEUP .. TrueUp period, the previous period, the currently selected period
   6. UNITID .. Unit ID of the currently selected company

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Upload created templates for the first time  

1. Navigate to „Own Reports“                
2. Click on „create Report“               
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3. Assign report names
4. Click on „create Report“  
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5. Click on "Select file" or "Browse" and select the created template                                                                                                                         Image Removed
6. Upload the template by using the "+"-symbol

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The report can be created in the "Run Report" column and then downloaded from the "Report Repository" at the top right.

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After successful download, the previously defined spreadsheets were created.

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Now a new sheet can be created in Excel, where the data from the GTC can be displayed clearly.

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Editing / Final upload of the

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Report Templates

When the template with the descriptive presentation is finished, it must be uploaded again.

1. Click on the "Pen" symbol first                                                                                                                                                                                                                                                                                                                                                                                            Image Removed                                                                                                                                                                                                                                                                                                                                                                            
2. Then delete the old template                                                                                                                                                                                                                                                                  Image Removed
3. Now upload the new template by clicking on "Select file" or "Browse" and select the created template
4. Upload the template with the "+" symbol
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5. Own report is successfully created

The own report is now filled with "fresh" data in combination with the selected parameters each time it is executed. By deforming the own spreadsheet with the GTC reports, the updated data is displayed on the own spreadsheet.

Further notes

1. When selecting the reports, make sure that reports from different period types are not mixed. For example, reports from planning periods cannot be used in "Closing V3" periods.
2. When using setting parameters such as comparison period, currency and scope, you should ensure that not all reports used necessarily support these parameters. The table under "Tax Reports" shows whether a report supports a parameter.                              

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Editing the Report Templates

1. Navigate to My Reports (Under the Reports section)
2. Click on Edit                                                                                                                                                                                                            Image Removed
   Then download the template (click on the file name)                                                                                                                                               Image Removed
3. Now save the file locally and edit the Excel table as desired and save it again.
4. Upload the edited template, return to edit mode and delete the old template.
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5. Then select the new file (template) and upload it (click on the "+" symbol)                                                                                                           Image Removed 
6. Then press Edit
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7. Finally, execute the report    Image Added
8. Now upload the new template by clicking on "Select file" or "Browse" and select the created template
9. Upload the template with the "+" symbol
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10. Own report is successfully created

The own report is now filled with "fresh" data in combination with the selected parameters each time it is executed. By deforming the own spreadsheet with the GTC reports, the updated data is displayed on the own spreadsheet.

Further notes

1. When selecting the reports, make sure that reports from different period types are not mixed. For example, reports from planning periods cannot be used in "Closing V3" periods.
2. When using setting parameters such as comparison period, currency and scope, you should ensure that not all reports used necessarily support these parameters. The table under "Tax Reports" shows whether a report supports a parameter.                             

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