GIPS Toolkit: 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 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.)

  • 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 GIPS 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 DLL copy.

For a list of the Advanced Report Profiles for presentation reports provided with the GIPS 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 GIPS 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 GIPS 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.