Working with the Report Center

When you click the name of the report package, the report opens in the report center. The report center enables report package owners to manage the report package through all the phases of development.

Let’s look at some of the areas in the report center:

Doclets

Doclet listing

Report packages are divided into subcomponents called doclets. The sample Word report package contains seven doclets, one supplemental doclet, and two reference doclets for you to work with:

  • Cover page

  • Table of contents

  • Finance — Revenue report

  • Finance — Consol Balancesheet

  • Finance — Notes

  • Profit by Segment Template (supplemental doclet)
  • Metrics — Units

  • Metrics — Backlog and delivery

  • Vision Statements (Excel reference doclet)

  • Vision Management Reports (Reports reference doclet)

Sections

Sections list

Sections group and organize doclets. The sample Word report package contains two sections for you to work with:

  • Finance

  • Metrics

Toolbar

help, actions, close buttons

The toolbar provides these functions:

  • Click get help to access the help center

  • Click actions to act on the entire report package or a selected group of doclets or sections.

  • Click close to close the report center and return to the home screen.

Add Doclets and Sections

Click add doclet and add section to add additional doclets and sections. See "Adding and Organizing Report Package Content" in Create Report Packages

See "Navigating the Report Center" in Manage Report Packages.