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PORTFOLIO
Reporting
BI Reporting
Adding/Editing BI Reports: Step 1
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Adding/Editing BI Reports: Step 1
The following section describes the process for adding and/or editing BI Reports.
Navigation Path: Portfolio > BI Reporting
Portfolio
Select Portfolio.
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Select BI Reporting
Select BI Reporting.
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Add Server Report
Right click on the folder the new BI Report will be added to and select Add Server Report.
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Printing Setup
Click to make the selected report the default report, associate the report to a module, to schedule the report to run or to modify the report parameters.
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