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This section describes how to set up reports provided with the GIPS Toolkit.

To set up reports for the GIPS Toolkit:

1. Set Presentation Report Branding. In the Maintain Options/Parameters window, set the presentation reports branding options as follows: (This step was performed during Reporting Toolkit setup.)

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  • (Optional) Configure Portal Inbox to expose presentation reports.

  • (Optional) Configure Portal Queries against Data Mart.

  • (Optional) Configure Portal Dashboards.

  • (Optional) Configure Portal Inbox to support Performance Analysis reports in Excel.

  • (Optional) Configure Portal Inbox to support Performance Analysis reports in ERX format.

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