Previewing, Refreshing, Editing, and Replacing a Management Report in a Reference Doclet

Previewing the Management Report Snapshot in the Reference Doclet

You can preview the management report output snapshot at any time. Previewing a management report snapshot runs and displays the management report. When the report POV and management report is inserted in the Reference doclet, it allows you to run a snapshot preview of the management report with the data stored in the management report.

Note:

When inserting a Reports report into a report package as a reference doclet, you have the option of linking it to the selected report in the library.

When choosing to link the report to the selected report in the library, if the library report design changes, when refreshing data for the report reference doclet in the report package, it will reflect the design of the library report instance if the inserted report reference doclet is not linked, the report definition and report reside in the report package, and not the library. Essentially a copy of the Reports report from the library is now stored in the report package. When updating the Reports report, the Reports report reference docket needs to be updated, as changes made to the original report in the library are not automatically updated to the report package reference docket. If you update the Reports report in the library, you can always check out the reference doclet and select "Update Report" and deselect the desired report from the library to replace the report in the report package.

To preview a report snapshot from the Reference doclet:

  1. From the report center, click actions menu. next to the Reference doclet that contains management report content.
  2. Select Act on Content , and then Preview Report Snapshot.

Refreshing the Management Report Snapshot in the Reference Doclet

After checking out the management report from the report center, you can refresh the report snapshot to update the following: management report data, management report prompts, updated POV selections, and updated report definitions.

After selecting the Refresh report snapshot, you are prompted for the report POV (and prompts, when applicable), and the data is retrieved from the data source. The refreshed data is stored as part of the report package.

To refresh the report snapshot in the Reference doclet:

  1. Checkout the management report from the report center.
  2. From the report center, click actions menu. next to the Reference doclet with management report content.
  3. Select either Refresh All or Refresh data source , where <data source> is a data source connection in the report.
  4. If the management report contains prompts, respond to the prompts to select dimension members for the POV, grid rows, and grid columns. See Responding to Report Prompts.

Editing an Unlinked Management Report in the Reference Doclet

When you edit an unlinked management report, the system displays the management report in the report designer so that you can make edits. When the edits are complete, save the new management report definition back to the report package.

To edit a linked management report, the library instance of the report needs to be edited. When performing a refresh of the reference doclet, it will reflect the design of the library report instance.

To edit an unlinked management report in a Reference doclet:

  1. Check out the Reference doclet from the report center.
  2. From the report center, click actions menu. next to the Reference doclet with management report content.
  3. Select Act on Content , and then Edit Report.
  4. Edit and save the management report in the report designer.
  5. Refresh the Reference doclet and check it in.

Replacing a Management Report in the Reference Doclet

You can replace an existing management report in the Reference Doclet with a different management report. You are prompted to select a different report from the report library.

To replace a management report in the Reference doclet:

  1. Checkout the Reference doclet.
  2. From the report center, click actions menu. next to the Reference doclet with management report content.
  3. Select Act on Content , and then Replace Report.
  4. After replacing the management report with another from the library, check the Reference doclet in.

Note:

You can easily navigate to the shared folder location by clicking on Shared Folder within the Browse dialog.

learning path - Complete this Learning Path for a hands-on Report Packages: Authoring and Editing References Doclets.