Registering DrillDown Layouts

All DrillDown layouts are created in the Windows version of PS/nVision, but can be used in both Windows and a browser.

When you register a DrillDown layout, you associate it with a Process Scheduler server. You can have a set of DrillDown layouts specific to financial applications registered to a Process Scheduler server that is dedicated to financial applications and have a set of DrillDown layouts specific to Human Resources registered to its own Process Scheduler server. To make a DrillDown layout available to multiple Process Scheduler servers, register the DrillDown layout on each server. When you drill down, you can select a report server to run the report.

To register a DrillDown Layout:

  1. Select Reporting Tools, and then PS/nVision, and then PS/nVision Register Drilldown.

  2. Enter a new server name, or use the Search button to select one from a list of available servers.

    The Drilldown Layouts page appears.

  3. Add a new row to the Drilldown Layouts section.

  4. Enter the name of the DrillDown layout and its description.

    The name of the layout must match the name of the DrillDown layout that you created in Microsoft Windows.

  5. Click the Save button.

This example illustrates the fields and controls on the DrillDown Layouts page.

DrillDown Layouts page