Report Setup

Owned by Pamela Totas (Deactivated), created
Last updated: Mar 05, 2024
2 min read

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

To set up reports for the Reporting Toolkit:

1. Set Presentation Report Branding. In the Maintain Options/Parameters window, set the presentation reports branding options as follows:

  • Set the Eagle Datamart Tablespace option from its default value of EAGLEMART to a value of DATAMART if you are using the Default Mart for the Performance Toolkit (or the name of a custom mart instance you set up for use with the Performance Toolkit).

  • If you have not already done so, set the branding options common to Eagle Packaged Reports and Performance Toolkit presentation reports, such as company name/logo, and report header/footer.

  • The presentation report branding options affect presentation reports provided with the Packaged Reports and the Performance Toolkit. For more information, see the Customizing Reports Options section of the Eagle Mart Packaged Reports and Portal Content 5.0 Configuration Guide.

2. Copy Presentation Report Components. You must copy each of the following components for each presentation report provided with the Reporting Toolkit to avoid issues when new versions of the reports are distributed in the future:

  • Copy Advanced Report Profiles

  • (Optional) Copy Advanced Report Rules. If you do so, you must also edit the Advanced Report Profile copy to use the appropriate Advanced Report Rule copy.

  • (Optional) Copy Advanced Report DLLs. If you do so, you must also edit the Advanced Report Rule used to point at the appropriate Advanced Report DLLL copy.

For a list of the Advanced Report Profiles for presentation reports provided with the Reporting Toolkit, see the Presentation Reports section of this chapter.

3. (Optional) Configure Presentation Report Packages. You can create Advanced Reports that have a cover page, table of contents, and multiple presentation reports for use with the Reporting Toolkit presentation reports. For details, see the Eagle Mart Packaged Reports and Portal Content 5.0 Configuration Guide.

4. (Optional) Configure Portal for use with Toolkit Reports and Queries. You can configure the Portal to work with Reporting Toolkit reports and queries, as follows:

  • (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.

The specific Information Delivery methods you select for viewing data generated with the Reporting Toolkit depend on several factors. Consider whether you require the data on a frequent or infrequent basis, and whether you need it delivered automatically to recipients or available on demand. Do you prefer a presentation ready PDF format or spreadsheet XLS format, and do you plan to include charts? Also consider whether the report criteria are fixed at run time or determined interactively by the person requesting the report. These factors affect your usage of the Portal Inbox, Portal Queries, and/or Portal Dashboards.

The following figure can help you select an Information Delivery method. For more information about Portal, see the Portal System Administration User Guide.