Operations with unit sets

You can use column sets to define which sections will be included in the analytical reports, and set the data filtering criteria and data calculation rules separately for each report section. You can use the units from a unit set in multiple reports that have similar data selection rules and a similar report layout structure.

To specify the unit set for a group of analytical reports or a single report, create new unit sets or modify existing ones. To remove the unit sets associated with the reports that are no longer used, delete the unit sets associated with them.

To perform these operations with the unit sets, use the Unit sets (CS206030) window of the About the analytical report manager.

To create a new unit set, perform the following steps:

  1. Click in the window toolbar.
  2. In the Code field, enter the code of the unit set.
  3. In the Description field, enter the unit set description . (The unit description is not displayed in the printed report and is used only to add a descriptive comment to the unit set.)
  4. Click to save the created unit set. The units and data filters can be added to the created unit set later.

The unit set code must be unique within the whole system. The length of the unique unit set code is limited by the range of 1 to 10 symbols. Use only digits and letters.

To modify an existing unit set, perform the following steps:

  1. Select the unit set code in the Code field in the Unit set area of the Unit sets (CS206030) window, or use navigation buttons in the control panel to find the required unit set.
  2. Change the unit set attributes as required.
  3. Click on the window toolbar to save the changes.

To delete an existing unit set, perform the following steps:

  1. Display the unit set to be deleted in the Unit sets (CS206030) window.
  2. Click .

After the unit set is defined, you can include this unit set in the analytical report it was designed for by using the Report definitions (CS206000) window of the Analytical report manager.

Parent topic:

View and edit the unit sets - overview

Related concepts

Unit sets - overview