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 primary 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 report collection distribution preferences in this tab.

     

4. Once all the details have been provided, click Run from the top menu. A notification will appear when the report is ready to download, automatically downloading to the downloads folder on the computer. The other top menu options are as follows:

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

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

   • Apply POV - Select this option to apply or remove a Point of View (POV). Modify the page-level settings to display members of specific dimensions. Apply the Point of View (POV) setting to a dimension and save the report; the applied POV setting is retained when navigating to another page or logging in to the application the next time.
     When opening a shared report with POV settings defined by another user, the report is displayed with the applied POV setting.

     Note:

     A read-only user can change the POV setting while running the report, but when navigating to another page or logging in to the application, the changes will not be saved the next time.

How do I change periods in report collections?

To change the reporting period in a Report Collection, you can utilize the Point of View (POV) feature to adjust the time dimension. Here's how:

Access the Report Collection:

• Navigate to the File Cabinet and locate your desired Report Collection.

• Open the Report Collection by clicking on its name.

Apply Point of View (POV):

• Within the Report Collection interface, look for the Apply POV option.

• Click on Apply POV to open the POV settings.

Modify the Time Dimension:

• In the POV settings, identify the Time dimension or any dimension representing the reporting period.

• Select the specific period you wish to report on by choosing the appropriate member (e.g., month, quarter, year).

Save the POV Settings:

• After selecting the desired period, save your POV settings.

• These settings will be retained for the Report Collection, ensuring that the reports within it reflect the specified period.