Responding to Prompts in Planning and Budgeting Cloud Workspace

Some reports are designed with prompts, which are displayed when you view the reports or books containing the reports. You respond to prompts and provide requested information by selecting members from prompt lists.

  To respond to a prompt when previewing a report or book:

  1. In Planning and Budgeting Cloud Workspace, in the repository list, navigate to a report or book that has prompts.

  2. Right-click the report or book, then select Open in, and then HTML Preview.

  3. Do one of the following:

    • In the Selection text box, enter the member name for the respective prompt, if known. If the text box is disabled, the prompt contains alias names. To edit the text box, key over the existing text. Separate each member with a comma (,).

    • If the member name is not known, click Go to Member Selection Lookup icon. Select Members is displayed. Make your member selections, and then click OK.

  4. Click OK to run the report for viewing.

Note:

To undo any changes, click Reset in Respond to Prompts.