How You Modify Copies of Predefined Reports

The Customize option automatically creates a copy of a predefined report and stores it in the Shared Folders Custom within the business intelligence (BI) catalog. The copy includes the report definition, folder structure, and original report permissions, and is linked internally to the original

Benefits of the Customize Option

In addition to conveniently copying a predefined report to the Custom folder, the Customize option:

• Makes it unnecessary to update processes or applications that call the report. For example, if the original report is set up to run as a scheduled process, you don't need to change the setup. When users submit the same scheduled process, the newer report runs instead of the original.

• Automatically copies the security settings of the original report.

• Removes the risk of patches overwriting your edits. If a patch updates the original report, the newer report is not updated in any way.

  Note: The report still references the original data model. The data model is not copied. A patch that updates the data structure of the data model might affect your report.

Accessing the Customize Option

To access the Customize option:

1. Sign in to the BI server (for example, http://hostname.com:7001/xmlpserver).

2. In the Folders pane, select the predefined report.

3. Select Customize from the More menu for the report.

4. The copied report in the Custom folder opens, so proceed to edit this report.

To edit the copied report again later, you don't need to be in the BI server. Just go to the BI catalog and either:

• Select the Customize option for the original report.

• Find your report in the Custom folder and select Edit.