Using the Report Designer to Design a Report

You can design reports in the Report Designer using a blank report layout where you can specify the contents of the report, including grids, charts, images, text boxes, headers, and footers.

To design a report in the Report Designer:

In Reporting Studio, select File, then New, and then Report.
Select Insert, then Grid, and then select an area for the grid.
In Select a Database Connection, select an existing database connection,or click New Database Connection to create a new database connection.
Enter your User Name and Password, and then click OK.

If you create a new database connection, consider the following points:

If you are designing a report with a Planning data source, select Planning Details as the data source type only if your grid contains Supporting Detail or Planning Unit Annotations; otherwise, select Essbase or Financial Management as the data source type.
For an Essbase Cloud or Oracle Hyperion Financial Management data source, enter the database server name in the Server text box.
You can access an Essbase Cloud server in embedded mode or 3 Tier APS mode. For the 3 Tier APS mode, Financial Reporting defines the APS server machine name in the JConsole using the EssbaseJAPIServer property. All API calls are sent through that server.
- In both modes, you specify the Essbase Cloud server directly; for example, EssServer1.
  With an Essbase Cloud cluster name, for both modes, you can either:
  - Specify the Essbase Cloud cluster name directly. For example, EssCluster1. Financial Reporting internally resolves the cluster name to the server name at runtime.
  - Enter the APS URL with an Essbase Cloud cluster name. For example: http://host:port/aps/Essbase?ClusterName=EssCluster1,where host:port is the APS Server to resolve the Essbase Cloud cluster name. Failover is supported across the Essbase Cloud servers in the Essbase Cloud cluster.
- In 3 Tier mode only, you can enter the APS cluster name. For example, APSCluster1.
  The APS cluster name and members are defined in the Essbase Cloud Admin Utility. This method supports failover and load balancing across the Essbase Cloud servers in the APS cluster.
Click to select the Application/Catalog and Database.
The Database/Cube Lookup is combined into the Application/Catalog Lookup button. The Application/Catalog Look up button displays a tree view of the applications and catalogs and corresponding database and /cubes; The applications are listed as parents and the databases are listed as children. For data sources that are not associated with a database, only applications are listed.

Tip:	To view guidelines when designing a report, select View, and then Guidelines, or right-click and select Show Guidelines. To display row and column headers when previewing the report on the web, select View, and then Row & Column Headers in Web Preview.