Viewing Reports and Books

If reports contain dimensions on the user POV, they are displayed above the report or book. 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. HTML reports are generated using the user POV.

  To view a report:

  1. Select Explore.

  2. Select File, then Open, and then Document.

  3. Select a report or book.

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

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

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

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

    The report content changes to reflect the POV change.

  6. Select View, and then Preview User Point of View.

  7. In Preview User Point of View, click Select to change dimension selections.

  8. In Member Selection, select another member, and then click OK.

    The report is refreshed.

You can view books in HTML or PDF. In PDF, you can view the entire book or individual reports in the book. When you select a report name, the report is generated for all member combinations specified in the book.

You can preview the user POV before running books. When you view books, the user POV and Tables of Contents are displayed. The user POV specifies members for dimensions not defined on report grids. You can change the user POV members and then run the book to display new-member data.

Use the Table of Contents to locate reports that you want to view and to set options.

Note:

The time required to generate and display books varies, depending on book size. You can cancel books at any time.

  To view a book:

  1. From the list of files, select View, then Display Items of Type, then Hyperion, and then Book.

  2. Right-click the book, select Open In, and then HTML Preview or PDF Preview.

    When a book contains HTML content, and you select "Complete Book in PDF," the rendered and printed book will not include HTML content. This is expected behavior.

  3. Optional: If the Current User POV Settings page is displayed, change the settings, then click OK.

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

  4. Optional: Modify the User POV, from the Book Table of Contents page, and view the report for the new POV.

  5. To view a specific document, highlight the document and click Show Report.