Viewing Reports in Planning and Budgeting Cloud Workspace

If the report contains 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 in Acrobat Reader in Planning and Budgeting Cloud Workspace. 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.

    Note:

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

    Tip:

    You can also right-click the report or book in the repository, select Open in, then HTML Preview, PDF Preview, or Complete Book in PDF.

  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 at the 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.