Use the Reports tab to select a report, set its options, restrict the records included, filter based on report types, save settings, create favorite reports, and use existing ones.
For more information on reports, see Reporting Overview.
Select one of the following options from the drop-down list:
All — Select this option to view all reports types.
Global — Select this option to view only “Global” reports types.
Original — Select this option to view only “Original” reports types.
Personal — Select this option to view only “Personal” reports types.
Personal and Global — Select this option to view both “Personal” and “Global” reports types.
This field displays the name of the owner of the personal/global report. The Reports grid displays the personal/global reports based on the Owner selected.
Click to display the User
Search dialog box where you can customize your search criteria.
Use the Reports grid to select a report, set options, and select data.
Field Name |
Description |
Reports |
Click the drop-down arrow to display the following options:
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Click this button to display the Save dialog box where you can enter the report name and save a copy of the report. |
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Click this button to reset to the default options and selections of the original report or to reset the settings of the saved report. If you changed the settings for a saved report and the column displays <options selected>, click this button to refresh the grid to display <saved selections>. |
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Click this button to display the Access Control dialog box which you can use to change the Access Control grid. The Access Control option is enabled based on your primary role and EPM Security Administrator settings. |
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Click this button to delete the selected report. This button only displays when Personal/Global reports are selected. See Save and Share Reports for more information. The availability of this button depends on your user role. If it is unavailable, ask your System Administrator to grant you access on EPM SA.To delete a custom report, see the Custom Reports tab for more information. |
Field Name |
Description |
Report Name |
Use this column to view the name of the reports. When a report name starts with the word "Custom," it has most likely been added using the Custom Reports tab in Administration » Report Administration. These types of reports can only be deleted using the Custom Reports tab. |
Options |
Use this column to
set the options for the reports. Click |
Selection
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Use this column to
specify the selection criteria for the report. Click For additional information, see Specifying Criteria vs. Specific Records (Values) and Search Using the Change Number. |
Type |
Use this column to view the report type. The available report types are:
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Folder |
Use this column to view the report folder. The available report folders are:
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Learn about the reporting toolbar