Running a Report in "View" Mode in BusinessObjects

This guide is designed to provide a basic overview of running reports in BusinessObjects using "View" mode.

BusinessObjects User Guide
Locating Reports in the Folder System
Setting Prompts in Reports
Running a Report in "View" Mode
- Demonstration Video
- Initiate Viewing Report
- Filling Out Prompts
- Navigating Report Viewer
- Exporting Reports
- Troubleshooting
Running a Report in "Schedule" Mode
Viewing Previously Scheduled Reports

Demonstration Video

This video goes over how to view reports in BusinessObjects, including how to use the report viewer's controls. Length: approx. 12 minutes. Closed captioned. Password available from the helpdesk or in the ServicePoint System News.

Initiate Viewing Report

1: On the row for the report you wish to run, click on the ••• button on the right-hand side to open the options menu for the individual report.
2: In the dropdown, select View to initiate scheduling the report.

Filling Out Prompts

3: Fill out the appropriate prompts for the report. Click here for step-by-step demonstrations on how to complete various types of prompts.
4: Click Run to begin running the report. When the report finishes running, it will open in the Report Viewer.

Navigating the Report Viewer

The upgraded report viewer utilized by BusinessObjects has had a substantial layout change compared to ART. The screenshot below shows the most commonly used functions.

A: Export
If you want to save a report so you can use it outside of BusinessObjects, you'll use this button. Step-by-step instructions for exporting reports are available below.
B: Report Refresh
Use this button to bring up the report prompts again, set/change them, and then re-run the report. This does not trigger a rebuild of the BusinessObjects data warehouse.
C: Report Tabs
In BusinessObjects Report Tabs are located towards the top of the screen.
D: Display & Page Navigation
In BusinessObjects, Display & Page Navigation are found at the bottom of the screen but show only when your mouse is near the bottom of the screen. If you do not see the controls, move your mouse to the lower center of the screen and the controls should appear.

Exporting a Report

Exporting reports from BusinessObjects while in the viewer is a five-step process, outlined below.

1

Click the Export button in the "File" section of the ribbon (see A in screenshot above).

2

Select the format you want for the export. ICA generally recommends Excel or PDF, but any option can be used.

3

If Excel is selected, ensure Reports is selected. For others, skip to step 4.
Note: ICA recommends against using the "Data" option for Excel downloads, as it produces a raw data file rather than a report.

4

Select the report tabs you want included in the export. ICA strongly recommends that you always include the "Additional Information" tab in your export if one is available, as that helps ICA troubleshoot any potential issues with the report, should any arise.

5

Click Export. Once the report has finished exporting, you may be prompted to save or open the file (depending upon your browser settings).

Warning! If a report contains identifying information (names or initials, dates of birth, entire or partial SSNs, etc.) about clients, it may not be transmitted via email unless encrypted.

Troubleshooting

Error

If you receive the message Internal Error ("Cannot create XML InputForms Element. (Error: ??? 00000)") when attempting to open a report in View mode, please use the "Contact the Helpdesk" button in the lower right-hand corner of the screen to request assistance. In your message to the helpdesk, please specify the name and location of the report for which you received this error so our reporting team may investigate the issue promptly.

Need Assistance?

If you have any other questions about how to use BusinessObjects or need assistance, please use the "Contact the Helpdesk" button in the lower right-hand corner of the screen to request assistance.