Define the definition information for the Profitability Analysis report

Select the Manage PA definitions menu item.
Click New (or alternatively select File/New from the menu bar).
You access window Edit Profitability definition <Unnamed>. Complete the following fields:

Numeric settings

In the fields below, define the following:

Number of decimals to display for values: The default is zero. Leave as is, or change to the number of decimals in which you want the values to be displayed on the report.
Number of decimals to display for percentages: The default is zero. Leave as is, or change to the number of decimals in which you want percentages to be displayed on the report.
Use thousands separator: The default is a checkmark in this box. Keep the default if you want to use thousands separator.
Edit policy for values: The default is No number editing. Leave as is, or change to the appropriate edit policy (how the values will be shown on the report, e.g., in hundreds, thousands, etc) by clicking the arrow to pull down a list from which you can make your selection.; Note: You can always change the Edit policy for values when you view the output of the report. The changes you make at that time will be applied to all windows that are open.
Budget to use for Budget components: If you defined during the setting up of the prerequisites (i.e. when defining the balance components to be used in the report) that the value of the component should be retrieved from a budget rather than the Balance file, click on the arrow to select the budget to use.

Update frequency

Preferred update frequency: This is optional and is a way of grouping the reports into different periods. The default is None. Leave as is, or change to the appropriate update frequency, (how often you want the report to be updated), by clicking the arrow to pull down a list from which you can make your selection.; Note: When you create a report via the the Create PA reports menu item, you can select to create the reports that are grouped according to the Update frequency. See Create the Profitability Analysis report.

Click the Calculation tab if you want the output of your report to be based on a calculation. See Define a calculation for the components in the Profitability Analysis report for instructions. If you do not want to create a calculation, click the Sequence tab to select the keys for the report and how you want to sort the information on the report. See Define the keys and sorting order for the Profitability Analysis report for instructions.