Access the Report Designer, Add a Grid, and Select a Data Source

Begin by accessing the Report Designer and adding a grid.

  1. From the Enterprise Performance Reporting Home page, click Reports.


    Home Page with Reports selected

  2. Click Create Report Create Report button.

  3. Click Setup Grid Setup Grid button.

  4. When you add a grid, you are prompted to select a data source. For this report, we will select the PBCS Vision data source.


    Select Data Source dialog box with the PBCS Vision data source selected

    If you do not currently have a data source set up, see Creating and Editing Data Source Connections for information on setting up a data source.

The grid is inserted with the Period dimension as a column and the Account dimension as a row. Note that the POV dimensions are displayed along the top, and the grid properties are displayed on the right.


Initial Grid with the Period dimension as a column and the Account dimension as a row

Review these topics for more information:

Working With the Report Designer

Adding a Grid

About Data Sources