Setting Up Report Prompts for Members

For example, you might create a report that enables the user to select from lines of products. The report designer selects Prompt as a member of Product, then selects specific lines of product. The end user who runs the report selects from those product lines.

  To set up a report prompt for members:

  1. Optional: To limit the prompt selection to specific default members, or a list of members, or both, take an action:

    • If the member name is known, enter the member name in Default Member or click the Default Member search button. If multiple member are provided for the prompt, members must be separated by commas. For information on selecting members, see Assigning Members to Data Rows or Columns.

      Note:

      If you leave Default Member blank, the Respond to Prompts dialog box does not display a default member when a user runs the report or creates a batch. The user must specify a member rather than accept a blank default. If a member is not selected, the report is not run.

    • If the list of members is known, click the Choices List button to select a list of members. If multiple member lists are provided for the prompt, member lists must be separated by commas. For more information, see Defining Member Lists.

  2. From Member Labels in Prompt, select the labels to display in the Respond to Prompts dialog box when you run the report:

    • If the database connection is Essbase Cloud or Planning, select Member Name, Alias, or Member Name and Alias.

    • For Planning, select Member Name, Alias, or Member Name and Alias

    • If the database connection is Financial Management, select Member Name, Description, or Member Name and Description.

    • For an Essbase Cloud connection, select Member Name, Alias, or Member Name and Alias.

  3. Click OK.