Adding Links to Custom and Interactive Reporting Reports

You can generate and create links to default and custom Interactive Reporting reports from your application. Links to these reports display in the Custom Reports folder on the Browser View.

  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

    • Strategy Scorecard

    • Scorecard (Measure Trend)

    • Generic 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, The file calendar.gif displays 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 report are added to 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 new link to the Report Type list:

    1. Navigate to ReportTypes.xml to add the report type. By default, this file is installed in

      C:\oracle instance\\epmsystem1\HPS\AppServer\InstalledApps\Embedded Java Container (Tomcat)\5.0.28\webreportsDomain\webapps\HPSWebReports\WEB-INF\classes

    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 before the final /ReportType tag, in this format:

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

      The report is displayed in the Custom Reports folder.