Viewing reports - Reporting services integration
Menu paths
- Modules ? HRM ? Reports ? Reporting services integration ? Reports
- Modules ? Customers ? Reports ? Reporting services integration ? Reports
- Modules ? Financial ? Reports ? Reporting services integration ? Reports
- Modules ? Projects ? Reports ? Reporting services integration ? Reports
- Modules ? Logistics ? Reports ? Reporting services integration ? Reports
- Modules ? Workflow ? Reports ? Reporting services integration ? Reports
- Click
Reports on a personal card, an
account card, a
project card, an
item card, or an
opportunity card.
Introduction
On this page, you can view reports. Reports will be displayed as designed via the Report Builder or BI Development Studio.
By using the Report Services Integration feature, you can create subscriptions for your customers to receive the reports that you are viewing directly by clicking the Subscribe button on the report page.
Once you are done creating the subscriptions, you can maintain them on the Reporting
services integration: Subscriptions page at
Modules ? System ? Setup
? Reporting services integration ? Subscriptions. For more information, see Maintaining reports - Reporting
services integration.
Otherwise, you can click the Unsubscribe button on the report page that you are viewing to access the Reporting
services integration: Subscriptions page. This method will enable you to modify or delete subscriptions based on the specific reports through the selected menu path or card.
Roles and rights
All users who are able to access the menu paths listed will be able to view the reports. The list of reports displayed depends on the roles linked to the reports.
By default, users with the Administrator role can create and modify all subscriptions. Users with the Report Manager role can also create and modify all subscriptions. Other users can only create subscriptions on reports which they are allowed to access. For more information, see Linking roles to report groups and Linking roles to reports. Other users can also only modify their own subscriptions.
Note:
- For more details on function rights, go to Modules ? System ? Setup ?
Security ? Function rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ?
Roles.
What version are you using?
The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I view a report?
- On the HRM: Reports page, define the criteria. The name of the page may vary, depending on the menu path, cards or items selected.
- Click Refresh.
- Click the icon next to the required folder to expand, and then click on the required report.
- On the report page, define the relevant criteria to further filter the report according to your requirements.
- Click Refresh.
Keep in mind: The presentation, information, and the fields displayed on the report page may differ from one report to another, depending on the analysis of the relevant information and the nature of the report.
How do I export reports to Microsoft Excel, Word, and PDF?
- On the report page, define the criteria.
- Click Refresh.
- Click
to export the report to Microsoft Word, 
to Microsoft Excel, or 
to PDF. These icons are available on the top right corner of the page. A message will be displayed requesting you to either open or save the exported format. You can save the file in your computer and open it later.
Keep in mind:
- The Word format is only supported as of SQL Server 2008 Reporting Services.
- The Safari browser does not support the exporting of reports to Microsoft Word and Microsoft Excel.
- The , , and icons are only available if you have selected the Word, Excel, and PDF check boxes at Allow to export at the report definition or report group definition. For more information, see Creating and modifying reports and Creating and modifying report groups.
How do I create subscriptions?
- On the report page, click Subscribe.
- Define the fields.
- Click Save, and then Close to exit.
How do I modify existing subscriptions?
- On the report page, click Unsubscribe. The Reporting services
integration: Subscriptions page will be displayed. For more information, see Maintaining reports - Reporting
services integration.
Keep in mind: All fields marked with the “!” icon are mandatory.
Buttons
Close
Click this to exit.
Refresh
Click this to refresh the report.
Print
Click this to print the report.
Note: This is available only if the Allow to print check box is selected at the report definition or report group definition. For more information, see Creating and modifying reports and Creating and modifying report groups.
First page
Click this to navigate to the first page of the report.
Note: This is available only if the report has more than one page.
Previous page
Click this to navigate to the previous page of the report.
Note: This is available only if the report has more than one page.
Next page
Click this to navigate to the next page of the report.
Note: This is available only if the report has more than one page.
Last page
Click this to navigate to the last page of the report.
Note: This is available only if the report has more than one page.
Reset
Click this to reset the value(s) of the report parameter(s).
Note: This is available only if the report has parameters.
Save
Click this to save the report as a document (snapshot).
Note: This button is also available when you are creating subscriptions. The button allows you to save the created subscriptions.
Subscribe
Click this to create a subscription for the selected report.
Unsubscribe
Click this to display the Reporting Services Integration: Subscriptions page (to modify or delete a subscription for selected report).
Note: This button is available only for reports with existing subscriptions.
Fields
Criteria section
This section displays fields such as Year, Division, and others which may differ from one report to another report, depending on the relevance of the information and the nature of the report. You can define the field(s) under this section to display specific reports.
The following fields are available only when you are creating a subscription for a specific report.
Schedule
Select the schedule for the subscription. This is mandatory. For more information about schedules, see Creating and modifying schedules.
To
Type the recipient's e-mail address for the subscription. This is mandatory. To specify multiple e-mail addresses, separate them with a semicolon (;). The default address is the office e-mail address of the current user.
Subject
Type the subject for the subscription. This is mandatory. The default value is composited using the name of the report and report group.
Format
Select the format in which the report should be delivered via the subscription. You can select only one of the following options:
- MHTML — Select this option to deliver the report in the body of the e-mail.
- PDF — Select this option to deliver the report in PDF format attached to the e-mail.
- Excel — Select this option to deliver the report in Microsoft Excel format attached to the e-mail.
- Word — Select this option to deliver the report in Microsoft Word format attached to the e-mail.
Comment
Type additional comments which should be send in the body of the e-mail. HTML tags can also be used to format the comments.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
20.632.330 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
06-12-2016 |
| Release: |
|
Attachment: |
|
| Disclaimer |