Report Manager —Exercises
Required Data
Design Reports
Purpose: The purpose of this exercise is to create three
BI reports that can be used in the exercises for handling the Report Manager.
-
Design three reports with names BULKSAVE01,
BULKREPUB01 and BULKREPUB02.
General Exercises for Design
Report
Save and Publish Reports
Purpose: The purpose of this exercise is to save and
publish the BI reports you created in the previous exercise in order to show you
how to resave and republish them.
-
Save BULKSAVE01 report as a Microsoft Excel report.
General Exercises for
Save, Publish and Access Reports
-
Publish the BULKREPUB01 and BULKREPUB02
reports.
General Exercises for
Save,
Publish and Access Reports
Main Exercises
Validate and Download Reports
Purpose: The purpose of this exercise is to show you how
the reports gets validated and downloaded to an external folder.
Windows:
IFS Business Analytics/Design Mode/Report Manager
- Open IFS Business Analytics.
- Click Go to Design and then click Report Manager to open
the Report Manager dialog box. All
saved and published reports will be listed in the Download and
Validate Reports tab.
- Select the check box to the left of the report name for BULKSAVE01,
BULKREPUB01 and BULKREPUB02 reports.
- Click Validate. The progress bar would show the progress of the
validation. Once the validation is complete, a message will appear to inform
you that the validation was successfully completed. The report status would
be indicated in green in the Status field for reports with no
errors. If any errors were identified, the report status will be indicated
in red.
- Select the three reports again and click Download.
- Browse for the location in your machine where you want to save the
reports and click OK. The progress bar will show you the progress of
the download. A message will be displayed once the download is complete.
Bulk Save and Republish
Purpose: The purpose of this exercise is to show you how
to save/republish reports that were previously saved/published.
Windows:
IFS Business Analytics/Design Mode/Report Manager
- Open IFS Business Analytics.
- Click Go to Design and then click Report Manager to open
the Report Manager dialog box.
- Click the Bulk Save and Republish Reports tab. Then click
Browse to find the location in your computer where you saved the
BULKSAVE01, BULKREPUB01 and BULKREPUB02 reports in the
previous exercise. The three reports will be displayed in the Bulk
Save and Republish Reports tab once the location is selected.
- Select all three reports and click Save/Republish. The progress
bar will show you the progress of the save/republish process. Once the
reports are saved or republished, a message will be displayed to inform you
that the operation is successfully completed. The report status would be
indicated in green in the Status field for reports with no
errors. If any errors were identified, the report status will be indicated
in red.