ATG Customer Intelligence Reporting Center User Guide
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Contents
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Introduction
Audience
Using This Document
Related Documentation
Building ATG Customer Intelligence Applications
ATG Reporting Center
Log On
Log Off
Create a Shortcut
Create a URL
Bookmark an Entry
Steps for Internet Explorer
Steps for All Web Browsers
Models and Packages
Entry Properties
General Properties
Permissions
Report, Query, and PowerPlay Report Properties
Job Properties
Agent Properties
Page Properties
Rule Properties
Organizing Entries
Copy an Entry
Move an Entry
Rename an Entry
Disable an Entry
Hide an Entry
Select a Link for an Entry
Delete an Entry
Specify the Order of Entries
Create a Folder
Specify an Alternative Icon for an Entry
Search for an Entry
Personalize the Portal
My Watch Items
View Watch Items
Remove Yourself from an Alert List
Edit a Watch Rule
Access Permissions
Permissions and Permitted Actions
Access Permissions for Users
Access Permissions Required for Actions
Ownership of Entries
Granted and Denied Access
Parent/Child Permissions
Deleting ACI Groups and Roles
Set Access Permissions for an Entry
Example - Restrict Access to a Hierarchy of Entries
Trusted Credentials
Create Trusted Credentials
Pages and Dashboards
Create a Page
Edit a Page
Page Titles and Instructions
Share a Page
Modify a Portlet
Enable Communication Between Portlets
Portal Tabs
Add a Tab
Delete a Tab
Reorder the Tabs
Change Your Home Page
Create a Dashboard with Multiple Tabs
Adding Interactivity to Pages and Dashboards
Defining Global Filters
Enable Sharing of Drill-up and Drill-down Actions
Enable Sharing of Drill-through Actions
Reports and Cubes
Query Studio and Report Studio Reports
Working with Reports and Cubes
Mixed Currencies
Accessibility for the Disabled
Series 7 Reports and Cubes
View, Run, or Open a Report
Set Default Report Options
Set Report Options for the Current Run
Set Advanced Report Options for the Current Run
Create a Report
Creating a Query Studio Report Without Using Actual Data
Create a Report View
View Lineage Information for a Data Item
Edit a Report
Report Formats
HTML Formats
XML Format
PDF Format
Excel Formats
CSV Format
Report Languages
Report Languages When Using an SAP BW Data Source
Add Multilingual Properties
Specify the Default Language for a Report
Specify the Default Prompt Values for a Report
Save Report Output
View Report Output Versions
Specify How Long to Keep Report Output
Enable an Alert List for a Report
Add Yourself to or Remove Yourself from the Alert List for a Report
Watch Rules in Saved Reports
Enable Watch Rules for a Report
Create a Watch Rule for a Report
Modify or Delete a Watch Rule in Report Viewer
Comments in Saved Reports
Enable Comments in Saved Output Versions
Add Comments to a Report Version in Report Viewer
View, Modify or Delete Comments in Report Viewer
Disable Selection-based Interactivity
Distributing Reports
Saving a Report
Sending a Report by Email
Sending a Report to your Mobile Device
Printing a Report
Distributing a Report by Bursting
Create Distribution Lists and Contacts
Drilling to View Related Data
Drill Up or Drill Down
Drill Through to Another Target
Drill Through to Another Target Passing Multiple Values
Data Sources With Named Sets May Produce Unpredictable Results
Series 7 Reports in Reporting Center
Series 7 PowerPlay Reports and Cubes
Run or Open a Series 7 PowerPlay Report
Change the Defaults for a Series 7 PowerPlay Report
Open a Series 7 Cube
Multilingual Properties for Series 7 Reports and Cubes
Drill-through Access
Understanding Drill-through Concepts
Drill-through Paths
Selection Contexts
Drilling Through to Different Report Formats
Drilling Through Between Packages
Bookmark References
Members and Values
Member Unique Names
Conformed Dimensions
Business Keys
Scope
Mapped Parameters
Drilling Through on Dates Between PowerCubes and Relational Packages
Set Up Drill-through Access in Packages
Steps to Create a Drill-through Definition
Set Up Parameters for a Drill-Through Report
Specify the Drill-through Text
Setting Up Drill-through Access from Visualizer
Setting Up Drill-through Access from PowerPlay Web
Create and Test the Target for a Series 7 Report
Microsoft Office Documents
Download a Microsoft Office Document
Schedule Management
Prompts in Scheduled Entries
Priority for Scheduled Entries
Run Histories for Scheduled Entries
Schedule an Entry
Example - Schedule an Entry on the Last Day of the Month
Use Jobs to Schedule Multiple Entries
Cached Prompt Data
Permissions
Steps
Trigger-based Entry Scheduling
Setting Up Trigger-based Scheduling
Schedule an Entry Based on an Occurrence
Activities Management
Manage Current Activities
Manage Past Activities
Manage Upcoming Activities for a Specific Day
View Scheduled Entries
Cancel or Suspend an Entry
Manage Entry Run Priority
View the Run History for Entries
Specify How Long to Keep Run Histories
Rerun a Failed Entry Task
Troubleshooting Reporting Center
Problems Running Reports
Unable to Select Multiple Report Formats When Running a Report
Unable to Click Links
Scheduled Reports Fail
A Report Does Not Run as Scheduled
Missing Images in a PDF Report
Security Problems
Unable to Log On