How to Set Up a Report Collection?

Setting Up a Report Collection

1. Click Reports.
2. From the reports home page, click Add from the top menu.
3. Select Report Collection, and the Report Collection window appears. It contains four major tabs which are as follows:
   • General Information - Provide the information to identify the report collection once it is created and saved. 
   • Reports - Add reports to the report collection, select bursting criteria, and dimensions, and apply member selections. 
   • Settings - Configure the output settings of the report collection.
   • Distribution - Set your report collection distribution preferences in this tab. For example, you can set up your email, and its attachments.
     
4.  Once you have provided all the details, click Run from the top menu. You will get a notification when the report is ready to download, which will automatically download to your system. The other top menu options are as follows:

   • Save - Select this option to save the Report Collection after you have updated the collection as desired.

   • Save As - Select this option to save a Report Collection with a different name.

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     Apply POV - Select this option to apply or remove a Point of View (POV). You can modify the page level settings to display specific dimension members. If you apply the Point of View (POV) setting to a dimension and save the report, the applied POV setting is retained when you navigate to another page or log in to the application the next time.

     When you open a shared report with POV settings defined by another user, the report is displayed with the applied POV setting.

     Note:

     If you are a read-only user, you can change the POV setting while running the report, but when you navigate to another page or login to the application, the next time the changes will not be saved.