Accessing Reports

There are four (4) types of reports available in Personify360:

·            Batch reports – Produce physical reports or perform processes. Personify360 stores these reports on your database.

To access Batch Reports, select Batch Reports > Batch Job Submission from the ribbon bar.

·            Online/Operational reports – Run on the server but are initiated by opening the screen for which you want to view a report and selecting Reports > Operational Reports from the menu bar. As of the 7.1.3 release, you can run screen-related online reports by selecting the Reports task category on any screen and clicking the appropriate report.

·            Web Intelligence (Webi) reports – Create and view custom or on-the-fly reports using this third-party tool from BusinessObjects. Web Intelligence is integrated with Data Analyzer and Personify360, with Webi reports running against universes.

To access Webi Reports, select Reports > Data Analyzer from the menu bar.

·            Crystal reports – Create reports that run against the database (not universes). Although Crystal Reports is a BusinessObjects tool, it is the base reporting tool that is used in Personify360. It is integrated into your Personify360 application so you can quickly and easily access reports using Personify360 database data.

To access Webi Reports, select Reports > Data Analyzer from the menu bar.

See Also:

·            Overview: Common Tasks Performed in Personify360

·            Working with Screens

·            Searching for Information

·            Working with Favorites

·            Changing your Password

·            Logging in as a Different User

·            Logging in as a Different Persona

·            Working with Products