Preview Reports Basic Procedures

Before you can begin using the Preview Reports function, you must:

  1. Make sure that you are on the latest version of software.

  2. Share the DDMS/Reporting folder on the server with read permissions so client machines can access the reports. See Setting Up a Shared Folder on the Server in Preview Reports for instructions.

  3. 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.

  4. Familiarize yourself with report structure. See About Preview Reports and Report Structure.

See also:

Executing a Report in Preview Reports

Designing a Report in Preview Reports

Setting Up Reports in Preview Reports

Setting Allowed Users in Preview Reports

Setting Up User Groups in Preview Reports