Running EPM Reports Concept Running EPM Reports Running

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Running EPM Reports Concept

Running EPM Reports Concept

Running EPM Reports

Running EPM Reports

Running EPM Reports Step 1 Begin by navigating to the Budget Comparison page. Click

Running EPM Reports Step 1 Begin by navigating to the Budget Comparison page. Click the Planning and Budgeting menu.

Running EPM Reports Step 2 Click the Analysis and Reporting menu.

Running EPM Reports Step 2 Click the Analysis and Reporting menu.

Running EPM Reports Step 3 Click the Reports menu.

Running EPM Reports Step 3 Click the Reports menu.

Running EPM Reports Step 4 Click the Budget Comparison menu.

Running EPM Reports Step 4 Click the Budget Comparison menu.

Running EPM Reports Step 5 Notice that there is a blank Run Control ID

Running EPM Reports Step 5 Notice that there is a blank Run Control ID field. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

Running EPM Reports Step 6 You can run this report by searching for an

Running EPM Reports Step 6 You can run this report by searching for an existing Run Control ID or you can add a new value, thus creating your own Run Control ID. The advantage of creating your own is that you can create one that makes sense to you, and one that you will most likely remember and be able to use again and again. For example, you can create a Run Control ID that is the same as your name so you can easily identify and remember it. Click the Add a New Value tab.

Running EPM Reports Step 7 By creating your own Run Control ID, you will

Running EPM Reports Step 7 By creating your own Run Control ID, you will be able to save it and all assigned parameters so that you can easily access this report again in the future. For this example, you will create a new Run Control ID called "BUDJ_COMP". Enter the desired information into the Run Control ID field. Enter "BUDJ_COMP".

Running EPM Reports Step 8 Click the Add button.

Running EPM Reports Step 8 Click the Add button.

Running EPM Reports Step 9 Use the Budget Comparison page to enter the request

Running EPM Reports Step 9 Use the Budget Comparison page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

Running EPM Reports Step 10 Click in the Description field.

Running EPM Reports Step 10 Click in the Description field.

Running EPM Reports Step 11 Enter the desired information into the Description field. Enter

Running EPM Reports Step 11 Enter the desired information into the Description field. Enter "Budget Comparison".

Running EPM Reports Step 12 Click the Role Name list.

Running EPM Reports Step 12 Click the Role Name list.

Running EPM Reports Step 13 Click the Preparer list item.

Running EPM Reports Step 13 Click the Preparer list item.

Running EPM Reports Step 14 Click in the Business Unit field.

Running EPM Reports Step 14 Click in the Business Unit field.

Running EPM Reports Step 15 Enter the desired information into the Business Unit field.

Running EPM Reports Step 15 Enter the desired information into the Business Unit field. Enter "US 002".

Running EPM Reports Step 16 Click in the Planning Model ID field.

Running EPM Reports Step 16 Click in the Planning Model ID field.

Running EPM Reports Step 17 Enter the desired information into the Planning Model ID

Running EPM Reports Step 17 Enter the desired information into the Planning Model ID field. Enter "MODEL 101".

Running EPM Reports Step 18 Notice, as you enter report parameters, dependent fields are

Running EPM Reports Step 18 Notice, as you enter report parameters, dependent fields are activated.

Running EPM Reports Step 19 Click in the Activity field.

Running EPM Reports Step 19 Click in the Activity field.

Running EPM Reports Step 20 Enter the desired information into the Activity field. Enter

Running EPM Reports Step 20 Enter the desired information into the Activity field. Enter "EXP".

Running EPM Reports Step 21 Click in the Scenario field.

Running EPM Reports Step 21 Click in the Scenario field.

Running EPM Reports Step 22 Enter the desired information into the Scenario field. Enter

Running EPM Reports Step 22 Enter the desired information into the Scenario field. Enter "2006 SCE".

Running EPM Reports Step 23 Click the Analysis Base list.

Running EPM Reports Step 23 Click the Analysis Base list.

Running EPM Reports Step 24 Click the Prior Year Actuals list item.

Running EPM Reports Step 24 Click the Prior Year Actuals list item.

Running EPM Reports Step 25 Click in the Planning Center field.

Running EPM Reports Step 25 Click in the Planning Center field.

Running EPM Reports Step 26 Enter the desired information into the Planning Center field.

Running EPM Reports Step 26 Enter the desired information into the Planning Center field. Enter "13000".

Running EPM Reports Step 27 Click the Currency Inquiry Option list.

Running EPM Reports Step 27 Click the Currency Inquiry Option list.

Running EPM Reports Step 28 Click the All Entry in a Single Target list

Running EPM Reports Step 28 Click the All Entry in a Single Target list item.

Running EPM Reports Step 29 Click the Target Currency list.

Running EPM Reports Step 29 Click the Target Currency list.

Running EPM Reports Step 30 Click the USD list item.

Running EPM Reports Step 30 Click the USD list item.

Running EPM Reports Step 31 Click the Vertical scrollbar.

Running EPM Reports Step 31 Click the Vertical scrollbar.

Running EPM Reports Step 32 Click the View by list.

Running EPM Reports Step 32 Click the View by list.

Running EPM Reports Step 33 Click the Account list item.

Running EPM Reports Step 33 Click the Account list item.

Running EPM Reports Step 34 Use the Save button to save these report parameters.

Running EPM Reports Step 34 Use the Save button to save these report parameters. Click the Save button.

Running EPM Reports Step 35 Click the Run button.

Running EPM Reports Step 35 Click the Run button.

Running EPM Reports Step 36 Use the Process Scheduler Request page to enter or

Running EPM Reports Step 36 Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

Running EPM Reports Step 37 You must select a Server Name to identify the

Running EPM Reports Step 37 You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field. Click the Server Name list.

Running EPM Reports Step 38 Click the PSNT list item.

Running EPM Reports Step 38 Click the PSNT list item.

Running EPM Reports Step 39 Use the Run Date field to specify the date

Running EPM Reports Step 39 Use the Run Date field to specify the date you want the process to run. This gives you the ability to set a report to run on a future date.

Running EPM Reports Step 40 Use the Recurrence field to specify the recurring time

Running EPM Reports Step 40 Use the Recurrence field to specify the recurring time intervals for a process request to run. For instance, if you need to run a process every week day at 5 pm that resolves all the transactions managed by your web site, you could select the run recurrence definition of MF at 5 pm to schedule this process to run at the appropriate time.

Running EPM Reports Step 41 Use the Run Time field to specify the time

Running EPM Reports Step 41 Use the Run Time field to specify the time you want the process to run. This gives you the ability to set a report to run at a future time.

Running EPM Reports Step 42 Use the Reset to Current Date/Time button to sets

Running EPM Reports Step 42 Use the Reset to Current Date/Time button to sets the Run Date and Run Time to the present date and time.

Running EPM Reports Step 43 Use the Time Zone field to select the time

Running EPM Reports Step 43 Use the Time Zone field to select the time zone in which the process will run. For example, you might be in Eastern Standard Time (EST) and schedule a process to run in Pacific Standard Time (PST).

Running EPM Reports Step 44 The Description field helps to uniquely identify a process.

Running EPM Reports Step 44 The Description field helps to uniquely identify a process. You should be familiar enough with the processes that you run as part of your daily tasks to identify them by this description.

Running EPM Reports Step 45 The Process Name field displays the name of the

Running EPM Reports Step 45 The Process Name field displays the name of the process as it appears in the definition.

Running EPM Reports Step 46 The Process Type field displays the type of process,

Running EPM Reports Step 46 The Process Type field displays the type of process, such as SQR, Crystal, and so on.

Running EPM Reports Step 47 Use the Type field to select the type of

Running EPM Reports Step 47 Use the Type field to select the type of output you want to generate for this job. Your choices are: • File: This enables you to write the output to a file that will appear in the output destination. • Printer: You can enter a custom printer location if you have the appropriate security access. • Email: You can enter the destination information to send to a particular email recipient(s). Note that Email is available only for SQR, PS/n. Vision, and Crystal. • Web: Sends all output of the process to the report repository, including log and trace files. • Window: Sends output to a new window.

Running EPM Reports Step 48 Click the Type list.

Running EPM Reports Step 48 Click the Type list.

Running EPM Reports Step 49 Click the File list item.

Running EPM Reports Step 49 Click the File list item.

Running EPM Reports Step 50 Use the Format field to define the output format

Running EPM Reports Step 50 Use the Format field to define the output format for the report. The values are dependent upon the Process Type you have chosen. For example, the default format for Crystal and PS/n. Vision is HTML. Use PDF for this example. Click the Format list.

Running EPM Reports Step 51 Click the PDF list item.

Running EPM Reports Step 51 Click the PDF list item.

Running EPM Reports Step 52 Click the OK button.

Running EPM Reports Step 52 Click the OK button.

Running EPM Reports Step 53 The report is now running. Notice that your report

Running EPM Reports Step 53 The report is now running. Notice that your report has been assigned a Process Instance number. It is a good idea to make a note of the Process Instance number for future tracking.

Running EPM Reports Step 54 Now that you have used Process Scheduler to run

Running EPM Reports Step 54 Now that you have used Process Scheduler to run your report, you next will use Process Monitor to monitor the status of your report. You use Process Monitor to: • Check the status of your submitted process requests. • Cancel process requests that have been initiated or are currently processing. • Hold process requests that are queued, and queue process requests you have put on hold. Click the Process Monitor link.

Running EPM Reports Step 55 Process Monitor supplies you with two pages, the Process

Running EPM Reports Step 55 Process Monitor supplies you with two pages, the Process List page and the Server List page. Use the Process List page to view the status of submitted report/process requests.

Running EPM Reports Step 56 You use the fields in the View Process Request

Running EPM Reports Step 56 You use the fields in the View Process Request For section to display specific processes based on the criteria entered in these fields.

Running EPM Reports Step 57 Use the User ID field to view the processes

Running EPM Reports Step 57 Use the User ID field to view the processes submitted by a user ID. Usually, you view your own user ID. Leave this field blank to view all of the processes that you are authorized to view.

Running EPM Reports Step 58 Use the Type field to view by a process

Running EPM Reports Step 58 Use the Type field to view by a process type, such as Application Engine, Crystal, COBOL, SQR, or Application Engine processes.

Running EPM Reports Step 59 Use the Last fields to specify an interval of

Running EPM Reports Step 59 Use the Last fields to specify an interval of time by which to limit the process requests that appear in the list. Enter a custom numerical value in the field, and then select a unit type: Days, Hours, or Minutes.

Running EPM Reports Step 60 Use the Server field to view processes that are

Running EPM Reports Step 60 Use the Server field to view processes that are run on a particular server.

Running EPM Reports Step 61 Use the Name field to view all processes for

Running EPM Reports Step 61 Use the Name field to view all processes for a specific process name.

Running EPM Reports Step 62 Use the Instance fields to display results based on

Running EPM Reports Step 62 Use the Instance fields to display results based on the process instance number. This number is automatically generated when a process is requested.

Running EPM Reports Step 63 Use the Run Status field to view processes by

Running EPM Reports Step 63 Use the Run Status field to view processes by status, such as Completed or Error.

Running EPM Reports Step 64 Use the Distribution Status field to view processes by

Running EPM Reports Step 64 Use the Distribution Status field to view processes by distribution status, such as Generated, Posted, or Not Posted.

Running EPM Reports Step 65 The Process List itemizes all the requested processes for

Running EPM Reports Step 65 The Process List itemizes all the requested processes for the user, in this example STA 101.

Running EPM Reports Step 66 The current status of the report is Processing. The

Running EPM Reports Step 66 The current status of the report is Processing. The report is finished when the status is Success.

Running EPM Reports Step 67 Continue to click the Refresh button until the status

Running EPM Reports Step 67 Continue to click the Refresh button until the status is Success. Click the Refresh button.

Running EPM Reports Step 68 The Run Status of your report is now Success.

Running EPM Reports Step 68 The Run Status of your report is now Success.

Running EPM Reports Step 69 You can get details about a particular process request

Running EPM Reports Step 69 You can get details about a particular process request by clicking the Details link in the Details column. This opens the Process Detail page where you can view such details as request parameters and message logs. Click the Details link.

Running EPM Reports Step 70 Most of the items on the Process Detail page

Running EPM Reports Step 70 Most of the items on the Process Detail page are display-only; however, you can use some controls to manipulate the program run, as needed.

Running EPM Reports Step 71 The Process group box contains general information to help

Running EPM Reports Step 71 The Process group box contains general information to help you identify the process request. This is a displayonly group, showing basic descriptive information about this process.

Running EPM Reports Step 72 The Run group box shows specific run information, such

Running EPM Reports Step 72 The Run group box shows specific run information, such as the run control ID and the run location. If the process runs on the server, the server name appears in the Server field any run recurrence that you have selected appears in the Recurrence field.

Running EPM Reports Step 73 The Update Process group box displays the actions you

Running EPM Reports Step 73 The Update Process group box displays the actions you can take for this field depend upon your user authorizations and the current status of the request. If you are authorized, you have the following options for your request: Hold, Queue, Cancel, Delete, or Restart.

Running EPM Reports Step 74 The Actions group box contains links to other pages

Running EPM Reports Step 74 The Actions group box contains links to other pages that provide additional details about the process parameters.

Running EPM Reports Step 75 Click the Parameters link to view additional information about

Running EPM Reports Step 75 Click the Parameters link to view additional information about the process parameters, such as runtime definition variables, the path and program used to run the process, the location of the completed output, and additional information about the process status.

Running EPM Reports Step 76 Click the Message Log link to view messages that

Running EPM Reports Step 76 Click the Message Log link to view messages that are inserted into the message log by the program that is running.

Running EPM Reports Step 77 The Batch Timings link is only available for process

Running EPM Reports Step 77 The Batch Timings link is only available for process requests with a process type of Application Engine. The Batch Timings report contains a set of statistics that system administrators can use to tune the system to gain better performance. This report relates specifically to People. Soft Application Engine program performance.

Running EPM Reports Step 78 When you click the View Log/Trace link, a new

Running EPM Reports Step 78 When you click the View Log/Trace link, a new browser window opens, displaying links that enable you to view the message log and trace file in a browser. The View Log/Trace link appears on the Process Monitor Detail page when at least one of the following conditions is met: • The output destination for the process request is Web, and the report and log files were successfully posted to the Report Repository by the Distribution Agent. • The process has a run status of Success. • The process request ran from a People. Soft Process Scheduler Server Agent that was set up using the Server Definition page with a distribution node.

Running EPM Reports Step 79 Return to the Process List page. Click the OK

Running EPM Reports Step 79 Return to the Process List page. Click the OK button.

Running EPM Reports Step 80 Now that your report has finished running, you are

Running EPM Reports Step 80 Now that your report has finished running, you are ready to use Report Manager to view your report. Click the Go back to Budget Comparison link.

Running EPM Reports Step 81 Report Manager is like your own personal "in box"

Running EPM Reports Step 81 Report Manager is like your own personal "in box" of reports and process output. It provides a secured means to view report content, check the posting status of your output, and see content detail messages. Click the Report Manager link.

Running EPM Reports Step 82 The following four screens show examples of the Report

Running EPM Reports Step 82 The following four screens show examples of the Report Manager pages. The List page displays the reports from multiple databases to which you have access. Unlike the Administration page, the List page lists reports when both of the following events occur. First, the Distribution Agent has successfully posted the report to the report repository. Once the report has posted, the Distribution Agent publishes a message to have an entry added to the report folder table for the new report. Second, the local message node has subscribed to the message that was sent by the Distribution Agent by adding an entry for the report in the report folder table.

Running EPM Reports Step 83 The Explorer page displays a hierarchical view of folders

Running EPM Reports Step 83 The Explorer page displays a hierarchical view of folders and reports. Unlike the Administration page, the Explorer page lists reports when both of the following events occur. First, the Distribution Agent has successfully posted the report to the report repository. Once the report has posted, the Distribution Agent publishes a message to have an entry added to the report folder table for the new report. Second, the local message node has subscribed to the message that was sent by the Distribution Agent by adding an entry for the report in the report folder table.

Running EPM Reports Step 84 You use the Administration page to view the report,

Running EPM Reports Step 84 You use the Administration page to view the report, view details about the report, and delete unwanted reports from the system. New reports that have been scheduled or are in the process of being posted to the report repository are viewed only through the Administration page.

Running EPM Reports Step 85 Use the Archives page to view reports that have

Running EPM Reports Step 85 Use the Archives page to view reports that have been archived. For this example, reports have not been archived, so none appear in the list.

Running EPM Reports Step 86 For this example, you need to go to the

Running EPM Reports Step 86 For this example, you need to go to the Administration page to view the report. Click the Administration tab.

Running EPM Reports Step 87 The reports are listed in the Report List section

Running EPM Reports Step 87 The reports are listed in the Report List section of the page. You can sort this list by using the fields in the View Reports For section of the page.

Running EPM Reports Step 88 The Budget Comparison - Total Year report with the

Running EPM Reports Step 88 The Budget Comparison - Total Year report with the instance number 515 is at the top of the list, and the status is Posted.

Running EPM Reports Step 89 In Report Manager, there are several status possibilities. Knowing

Running EPM Reports Step 89 In Report Manager, there are several status possibilities. Knowing what they mean will help you to understand the progress of your job without having to check the Process Monitor.

Running EPM Reports Step 90 Because the status of your report is Posted, you

Running EPM Reports Step 90 Because the status of your report is Posted, you may now view your report. Notice the Details link on the right side of your screen. Click the Details link.

Running EPM Reports Step 91 Use the Report Detail page to access the report

Running EPM Reports Step 91 Use the Report Detail page to access the report output.

Running EPM Reports Step 92 Click the BPS 1005_515. PDF link.

Running EPM Reports Step 92 Click the BPS 1005_515. PDF link.

Running EPM Reports Step 93 A browser window opens that displays the report. Review

Running EPM Reports Step 93 A browser window opens that displays the report. Review the report. If you wish, you can also print this report by using the browser's print button.

Running EPM Reports Step 94 Return to the Report Detail page. Click the Close

Running EPM Reports Step 94 Return to the Report Detail page. Click the Close button.

Running EPM Reports Step 95 Return to the Administration page. Click the OK button.

Running EPM Reports Step 95 Return to the Administration page. Click the OK button.

Running EPM Reports Step 96 If you are authorized to delete a report, the

Running EPM Reports Step 96 If you are authorized to delete a report, the Select check box will be active. This enables you to select the report and then click the Delete button to remove the report from the list. Note that you must be assigned the Report. Dist. Admin (Report Manager administrator) or Report. Super. User (super user) role in People. Soft Security to be able to delete a report in Report Manager.

Running EPM Reports Step 97 You successfully requested a report, viewed the status using

Running EPM Reports Step 97 You successfully requested a report, viewed the status using Process Monitor, and viewed the report using Report Manager. End of Procedure.