Setting Up Reports in Preview Reports

Preview Reports Basic Procedures

This function allows administrators to organize and set security for all of your reports. This function is password-protected. The password is set in the Reporting Parameters.

Reports are now organized and displayed by groups. New report groups can be created or deleted. Custom reports can be added to or removed from new or existing report groups.

Report security can be controlled by user. Users can be assigned to specific reports individually or in user groups. Users who are not assigned to a report do not see that report in the list of available reports.

Reports that do not have any assigned users or user groups are viewable to all users.

Note: Before using any EBS program for the first time, you must import your existing data to the SQL database. For details on importing data on the DDMS system, see the handout Using the EBS SQL Import Panel on the Customer Support Center. For details on importing data on the DDMSPLUS system, see Using the EBS SQL Import Panel.

From the Master Menu, double-click . The Reports Menu opens.
From the Reports Menu, double-click . The Preview Reports window opens and displays the Report List.
From the Reporting Tasks menu, select Set up Reports.
Enter the password from the Reporting Parameters in the Keyop Menu.
You can add a group, add a report, or set up allowed users. You can right click a report or use the Current Options list on the left side to select options.
To add a report group, click Add Group. The Report Group Name dialog box opens. Enter the name for the report group and click OK.
To remove a report group, click Remove Group. At the Remove Report Group prompt, click OK. You cannot remove system-created standard report groups.
To add a custom report, click on a report group, then click Add Report. See Adding a Report in Preview Reports.
To remove a report, click Remove Report. At the Remove Report prompt, click OK. (If you create a custom report and are still the sole user, you can delete a report as an end-user. Otherwise, only administrators have access to this feature.)
To set allowed users, select a report in the Report Format Name column and click Set Allowed Users. See Setting Allowed Users in Preview Reports.

Note: You cannot remove system-created standard report groups.