Configuring an Infor Reporting report

Infor Reporting is Infor's implementation of IBM® Cognos® Analytics.

To run Infor Reporting reports in Operations and Regulations, users must be assigned the correct security roles in Infor OS. These security roles are configured for Infor Reporting in Infor OS:

  • IPSIR-Consumer: Users must be assigned the IPSIR-Consumer security role in Infor OS to run Infor Reporting reports in Operations and Regulations.
  • IPSIR-ProfessionalAuthor: Users with the IPSIR-ProfessionalAuthor security role also have access to the Cognos Report Studio, which is used to create custom reports.
Note: A limit of 50,000 rows is enforced for Infor Reporting reports.
  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report that you are editing and click the report node.
  3. Specify this information:
    Display Text
    Specify the name that is displayed for this report when the Reports button is clicked.
    Report Type
    Select Infor Reporting.
    Report Output
    Select the output format that you want to use. You can select one of these options:
    • CSV
    • Excel2007
    • HTML
    • PDF
    • XML
    API Gateway Credentials
    This field is shown if you are configuring a general report. Select the credentials that will be used to run the report. The credentials that are available are configured in the API Gateway Credentials for General Reports grid in the global report settings.

    See Global report settings.

    Use Report Root Path
    Indicates whether the report path uses the default root path specified in the Infor Reporting Root Report Path field in the global report settings.
    Report Path
    Specify the path to the report in Infor Reporting.
    Use report server prompt for parameters
    If this check box is selected, then the prompt from Infor Reporting will shown if the user must enter parameter values, rather than the standard prompt in Operations and Regulations. The Infor Reporting prompt has more advanced features than the Operations and Regulations prompt, so you might want to use it instead.
  4. Add parameters to the report as required.
  5. Click Save.