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.

  1. 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.

  1. Save BULKSAVE01 report as a Microsoft Excel report.

General Exercises for Save, Publish and Access Reports

  1. 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

  1. Open IFS Business Analytics.
  2. 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.
  3. Select the check box to the left of the report name for BULKSAVE01, BULKREPUB01 and BULKREPUB02 reports.
  4. 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.
  5. Select the three reports again and click Download.
  6. 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

  1. Open IFS Business Analytics.
  2. Click Go to Design and then click Report Manager to open the Report Manager dialog box.
  3. 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.
  4. 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.