2.2 Report Setup Wizard

The Report Setup Wizard is available when creating a new document from several of the schemas in the schema library. The Report Setup Wizard will simplify the structure of the schema and allow you to create a reporting template that is specific to your data.

The Report Setup Wizard is available for the following schemas:

Alternative Investment Fund (AIF - v1.2)
Alternative Investment Fund Manager (AIFM - v1.2)
AIF001 – AIFMD Manager Report (v2.0)
AIF002 – Fund Transparency Report (v2.1)
AEOI CRS (v2.0)
CARF OECD
CESOP Payment Data (v4.80)
CESOP Payment Data (v5.00)
Common Reporting Standard (CRS, v2.0)
Country-by-Country Reporting (v2.0)
CRS and DAC2 annual information return (v2.0)
CRS – Full Schema (v2.0)
CRS – Full Schema (v3.0)
CRS XML Schema v2.0
FATCA XML Schema (v2.0)
FATCA – Schema for FATCA exchange (v3.0)
IRAS CRS (OECD CRS, v2.0)
IRAS FATCA (IRS FATCA, v2.0)
UK AEOI (2.0)

The Report Setup Wizard uses Schema Masking functionality to modify the structure of the schema based on the options presented.

In the above example, the Report Setup Wizard is presenting the options for simplifying the IRAS CRS (OECD CRS, v2.0) schema. Schema masks will be applied to the document to remove the elements that have been excluded through the selected options.

Using the Mask Schema Elements functionality, you can modify any of the structural changes or reveal elements that have been removed from the Report Setup Wizard.

Some assumptions are made when using the Report Setup Wizard as several schema masks are applied to the document that are not a result of the presented options in the Report Setup Wizard.