Viewing Reports

If the report contains dimensions on the user POV, they are displayed above the report or book or in the EPM Workspace document panel. Setting dimensions on the user POV enables modification of the dimensions, which results in a modified POV and requires regeneration of the report or book.

Note:

In the repository, you can display the current user POV settings page before reports or books are run. Current user POV settings can be edited after reports or books are run.

Reports viewed in PDF are generated using the user POV and output in PDF. Reports with multiple page members are generated for all page members and displayed in Acrobat Reader in EPM Workspace. HTML reports are generated using the user POV.

  To view a report:

  1. Select Explore, then select a report or book that has prompts.

  2. Select File, then Open, then Document.

    Note:

    The file opens in PDF or HTML, as set in Preferences.

    Tip:

    Alternatively, right-click the report or book in the repository, and select Open in, then HTML Preview or PDF Preview.

  3. Optional: If the Preview User POV Settings dialog is displayed, change the settings and click OK.

    If the page is displayed, User Point of View is selected in Preferences for Financial Reporting.

  4. On the POV bar located on top of the report, select a dimension to invoke member selection. Select another member, then click OK.

    Report content changes to reflect the POV change.

  5. Select View, then Preview User Point of View.

  6. In Preview User Point of View, change a dimension selections by clicking Select.

  7. In Member Selection, select another member, click OK.

    The report is refreshed.