Previewing reports

You can preview a report before running the full report. Before you can preview a report, you must set the preview parameters. After the preview parameters are set, they are used until you specify different parameters. Preview Parameters are defined on a per user basis, they are not shared.

  1. Select My Reports > Report Designer.
  2. On the Reports tab, open a report record.
  3. Click Set Preview Parameters.
  4. Specify this information:
    Show Structures
    Select this check box to override the structures that are associated with the reporting basis.
    Reporting Basis
    Select a reporting basis. The reporting basis provides the default structures for all dimensions unless the structure is overridden.
    Fiscal Year
    Specify the fiscal year for the report.
    Fiscal Month
    Specify the fiscal month for the report.
  5. Specify the user-defined parameters that are required.
  6. Click Submit.

    The preview parameters are displayed on the Preview Parameters tab.

  7. Select the Preview Report tab.
  8. Click the down arrow to export the report.