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Viewing reports - Reporting services integration

Menu paths

  • Modules ? HRM ? Reports ? Reporting services integration ? Reports
  • Modules ? Customers ? Reports ? Reporting services integration ? Reports
  • Modules ? Financial ? Reports ? Reporting services integration ? Reports
  • Modules ? Projects ? Reports ? Reporting services integration ? Reports
  • Modules ? Logistics ? Reports ? Reporting services integration ? Reports
  • Modules ? Workflow ? Reports ? Reporting services integration ? Reports
  • Click Reports on a personal card, an account card, a project card, an item card, or an opportunity card.

Introduction

On this page, you can view reports. Reports will be displayed as designed via the Report Builder or BI Development Studio.

By using the Report Services Integration feature, you can create subscriptions for your customers to receive the reports that you are viewing directly by clicking the Subscribe button on the report page.

Once you are done creating the subscriptions, you can maintain them on the Reporting services integration: Subscriptions page at Modules ? System ? Setup ? Reporting services integration ? Subscriptions. For more information, see Maintaining reports - Reporting services integration.

Otherwise, you can click the Unsubscribe button on the report page that you are viewing to access the Reporting services integration: Subscriptions page. This method will enable you to modify or delete subscriptions based on the specific reports through the selected menu path or card. 

Roles and rights

All users who are able to access the menu paths listed will be able to view the reports. The list of reports displayed depends on the roles linked to the reports.

By default, users with the Administrator role can create and modify all subscriptions. Users with the Report Manager role can also create and modify all subscriptions. Other users can only create subscriptions on reports which they are allowed to access. For more information, see Linking roles to report groups and Linking roles to reports. Other users can also only modify their own subscriptions.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view a report?

  1. On the HRM: Reports page, define the criteria. The name of the page may vary, depending on the menu path, cards or items selected.
  2. Click Refresh.
  3. Click the icon next to the required folder to expand, and then click on the required report.
  4. On the report page, define the relevant criteria to further filter the report according to your requirements.
  5. Click Refresh.

Keep in mind: The presentation, information, and the fields displayed on the report page may differ from one report to another, depending on the analysis of the relevant information and the nature of the report.

How do I export reports to Microsoft Excel, Word, and PDF?

  1. On the report page, define the criteria.
  2. Click Refresh.
  3. Click  to export the report to Microsoft Word,  to Microsoft Excel, or  to PDF. These icons are available on the top right corner of the page. A message will be displayed requesting you to either open or save the exported format. You can save the file in your computer and open it later.

Keep in mind:

  • The Word format is only supported as of SQL Server 2008 Reporting Services.
  • The Safari browser does not support the exporting of reports to Microsoft Word and Microsoft Excel.
  • The , , and  icons are only available if you have selected the Word, Excel, and PDF check boxes at Allow to export at the report definition or report group definition. For more information, see Creating and modifying reports and Creating and modifying report groups.

How do I create subscriptions?

  1. On the report page, click Subscribe.
  2. Define the fields.
  3. Click Save, and then Close to exit.

How do I modify existing subscriptions?

  1. On the report page, click Unsubscribe. The Reporting services integration: Subscriptions page will be displayed. For more information, see Maintaining reports - Reporting services integration.

Keep in mind: All fields marked with the “!” icon are mandatory.

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 20.632.330
 Assortment:  Date: 06-12-2016
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH258-Viewingreports-Reportingservicesintegration-final.docx 39.8 KB View Download