Order Through IFS Applications
Explanation
This activity is used to order a published Business Reporter (BR) report through
the IEE client.
Prerequisites
In order to access a published report you must be an authenticated user.
System Effects
N/A
Related Process Model
Order BR Report
Related Activity
Order Through BR Client
Procedure
To order an IFS Business
Reporter report online through IFS Applications, IEE client:
- Log in to IFS Applications.
- Open the Order Reports dialog.
- Use the Report Type to filter for the IFS Business Reporter reports.
- Select an IFS Business Reporter report from the list.
- Click OK. You will be prompted to confirm whether you want to view
the executed report.
- Click Yes. The report you selected will now open in
Microsoft Excel. If the IFS Applications instance is configured to use the
IFS Business Reporter Viewer, the report will open in that viewer inside IFS
Enterprise Explorer.
- The report opens in the Report Mode of IFS Business Reporter. When in Report Mode, only a few options will be
available unless the user logs on to IFS Applications. Use the User
Info/Logon option in the IFS Business Reporter ribbon and then click on Re-Login
to log on. Now it will be possible to use existing Report Mode options. If
the user is an authorized report designer it will be possible to go to
Design Mode and use all design options, including modifying the report
design and creating a new revision of the report.
To Schedule an IFS Business
Reporter report through IFS Applications, IEE client:
- Log in to IFS Applications.
- Open the Create New Report Schedule window in IEE.
- Use Report Schedule Name to give a name to the schedule so that it can be easily recognized.
- Use the Report to Schedule List of Values button
to search for and select the BR report to be scheduled.
- Fill in parameters in the Parameters tab.
- Use the Distribution tab if the
report should be distributed to other users.
- Use the Settings tab
to specify whether an email should be sent when the report schedule has
finished. The Report Archive section can be used to specify an
email address where to send the report when the execution is done. It is also
possible to specify a document number in Document No
if the executed report instance should be archived in Document Management.
- Use the Schedule tab to specify the
schedule for the report execution.
- When done, save the schedule.
- When a scheduled report instance has been executed, it will be available in
the Report Archive. If Business Reporter Execution Server is used,
the report instance in the report archive will be a complete report, either an Excel report or a PDF,
that will not require any client processing or rendering, when opened.
If a document number was specified, the executed report instance will also be
added as a new revision to the specified document in Document Management.
Note: Executed report instances will be available in the Report Archive until the expiration date is reached. The archive can thus be used to
see the contents of old report executions. It is also possible to view the
design of the report by navigating to the Design Mode after viewing the report. However
if a pure non-Business Reporter report has been created in the archive, via the IFS
Business Reporter Execution Server, then it is not possible to view the
report design.
- Open the Report Archive .
- Select IFS Business Reporter report instance.
- Right-click and select Show BA Report option. The selected
report will open in IFS Business Reporter Report Mode.