Respond to Prompts

To illustrate how to respond to prompts, we will use Sample Report 5 (Prompts).

Sample Report 5 has prompts for the rows, the columns, and the POV for printable pages. As we work with this report, we will select a boom box, a personal CD player, and an MP3 player for the row segments, and Quarter 2 for the fiscal calendar.

We opened the Operating Summary Report in this learning path from the Samples folder. You can also open reports from the Reports folder. In this example, we will open Sample Report 5 (Prompts) from the Reports folder.

  1. Under Library, select Reports, and then select Sample Report 5 (Prompts).


    Library Samples folder showing Sample Report 5 (Prompts) selected

  2. When you open the report, all the associated prompts that were set up by the report designer are displayed in the Select Members dialog box. For this report, you can choose a reporting region, select one or more segments, and select a quarter.

  3. Let's start by selecting a segment. To do this, click the Member Selector Member Selector icon icon for Rows.


    Select Members dialog box with the Member Selector icon for Rows selected

  4. In the Member Selector dialog box, select Boom Box, Personal CD Player, and MP3 Player, and then click OK.


    Member Selector with the first five options selected

  5. Next, let's select Quarter 2 for the fiscal calendar. To do this, click the Member Selector Member Selector icon icon for Columns.


    Select Members dialog box with the Member Selector icon for Columns selected

  6. In the Member Selector dialog box, select Quarter 2, and then click OK.


    Member Selector with Quarter 2 selected

  7. In this example, we will not change the reporting region in the Report POV.

  8. Click OK to run the report.


    Select Members dialog box with OK selected

    In this report, the columns display the children inclusive of Quarter 2, and the rows display the selected segments.


    Sample Report 5 showing the final generated data

  9. Click Close to close the report.


    Prompts report with Close selected