Designing a report

To define a new report you need to follow certain steps:

• Login to the system and select EPM from the product navigator.

• Go to Reports → Create Report → Build Your Own or use an existing report from the list as a template. Click on the (3 dot) icon and select the Use as Template option.

• Provide a report name and description (if required). Choose the report type and report category from the drop-down available and click on Next.

• Choose a base data that you want to insert in your report and accordingly the columns and display name will appear in front of you. You need to specify the order in the last column and select the checkbox which you want in your report in the first place and then click on Next.

• The next page will appear which will contain the parameters that need to be matched before the report is generated. For instance, the column name should be matched with the operator and the condition specified as the first name should be equal to John Smith. You can add more than one parameter at a time. Click on Next.

• Now the next page contains how the report design will appear in front of you. Provide a suitable title for the chart and select the type of chart in which you want to see your data plotted. Choose the x-axis and the y-axis from the drop-down and provide the title for them respectively.

The x-axis and y-axis from the drop-down should not be the same.

The available base data sets for report customization are