1. User's Guide
  2. Smart View and Narrative Reporting
  3. Working with Management Reports in Smart View
  4. Importing and Working with Fully Formatted Management Reports
  5. Editing Prompts in Management Reports

Editing Prompts in Management Reports

If the report contains prompts, you can choose to take the default prompts when importing by clicking OK in the Select Prompt Values dialog

Or, you can change the prompts.

Note:

Before you begin:

To change the prompts for a Management Report report:
  1. In the Select Prompt Values dialog, click the Select button in a row in order to make changes to the prompt selection for that row.

    For example, in the following illustration, the REPORT prompt type is selected for the Entities dimension row.


    The Select Prompt Values dialog. The dialog consists of rows and columns. Column headings are Prompt Type, Dimension, and Selection. Each row relates to a dimension in the report. Each row has a Select button. Click the Select button for the row to which you want to select prompt values.
  2. To select vales for a prompt, from the left pane, select a member to add and then click Right arrow Add button.

    To add all members, click Double right arrow, Add All button

    To remove values from a prompt, from the right pane, select a member to remove and then click Left arrow Remove button.

    To remove all members, click Double left arrow, Remove All button.


    Similar to a Member Selection dialog. Selected prompts are listed in the right pane, available prompts are listed in the left pane. Use the right and left arrow buttons between the panes to move items from one pane to the other.

    Note:

    Members in the right pane will always appear in alphabetical order. You cannot rearrange the member order in this dialog.

  3. Repeat step 1 and step 2 for each prompt selection that you want to edit, and then click OK to import the report.

    The sheets in the resulting workbook will appear in alphabetical order, just as they were listed in the dialog in the previous step. You can manually reorder the Excel worksheets, if required.

  4. To edit the prompts in the report after it is imported, in the Narrative Reporting ribbon, click Edit Prompts, and then repeat step 1 and step 2 for each prompt that you want to edit, and then click .OK to import the report.