Adding Links to Custom and Interactive Reporting Reports

  To create links to custom reports:

1. In Performance Scorecard, select File, and then Scorecard Configuration.

2. Select Reports.

3. Click Add Report.

   The Report Setup is displayed.

4. Under Select Report Type, select the type of report to generate:

   • Scorecard. See Scorecard Report .

   • Strategy Scorecard. See Strategy Scorecard.

   • Scorecard (Measure Trend). See Scorecard with Measure Trends.

   • Generic Reports. Linking to Generic Performance Scorecard Reports.

     The Report Setup for the selected report type is displayed.

5. Under Name, enter a unique name for the Interactive Reporting or Interactive Reporting report.

   This information is displayed:

   • Server—Name of the Interactive Reporting or Interactive Reporting server.

   • Port—Server port number.

   • Location—Path to the Interactive Reporting BQY or OCE file.

6. Beside Scorecard Name, click Scorecard to select the scorecard to use to generate the report.

   Note:

   If you need to generate a report for multiple scorecards, select the Generic report type.

7. From Select Scorecard Type, select the type of scorecard, such as Strategy, for the report.

8. From the box that is displayed, select the scorecard as follows:

   • For Employees, click Search, and then select the employee name.

   • For Accountability and Strategy Elements, expand the map on which the element is used to select the element.

   The scorecard name is displayed under the Value column.

9. Beside Date, click the calendar button, , to select the date for which to generate the report.

   The dates available differs by scorecard type.

   • Scorecard Report has one

   • Strategy Scorecard Report has two

   • Scorecard (Measure Trend) Report has six dates

10. Click Save.

    The name and URL for the new reports are in the list of external reports on the Report Setup tab.

11. Optional: Select Launch in New Window to display the report in a separate browser window.

12. Click Save.

13. Optional: Add the link.

    1. Navigate to ReportTypes.xml to add the report name and type.

    2. Locate this section of text:

       <ReportType name=”Test” type=”IR” sortOrder=”4” port=”19000” server=”localhost” location=”workspace/browse/get/HPSWebReorts/Test.bqy”

    3. Add the new report type and name to the list before the final /ReportType tag, in this format:

       <parameter name=”(report name)” type=”(type)” sortOrder”(Sequence of Display on Report List)” required=”(True or False)”/>

       Note:

       To use a special character such as an apostrophe, enter a backslash (\), before the character. For example, LastQuarter\'s Financial Report.

       The report displays in theCustom Reports folder on the Browser View.