BusinessObjects: Modify a UM-Maintained Report

Overview

This procedure describes how:

Although this scenario uses a UM-Maintained report, the same steps could be used to modify any Web Intelligence report.

Note: This topic is also covered in the Modify a U-M Maintained Report webinar.

Step-by-Step Process

Locate the Report

  1. Click the Folders tile on the BusinessObjects home page.
  2. Navigate to the folder that contains the report. For example, Public Folders > UM-Maintained > Student > SA02 Recruiting and Admissions to select a Recruiting and Admissions report.

Save and Open a Copy

  1. Right-click the report title and click Organize, then select Copy.
    • A UM-Maintained report cannot be modified. A copy needs to be saved to Personal Folders and the copy can be modified.
    • Organize > Copy can also be accessed by clicking the three-dot More menu at the end of the report row, or by checking the box next to the report title and clicking the three-dot More menu at the top of the folder component.

    2. Screenshot of folder component showing a report title's contextual menu with Organize and Copy highlighted.

  2. Click Personal Folders
    • If the report should be saved in a subfolder within Personal Folders, open that folder.
  3. Click the three-dot More menu at the top of the screen

    4. Screenshot of the top of the folder component showing the three-dot More menu, with Organize and Copy highlighted.

  4. Click Organize, then Paste.
  5. Click the report title to open it.
    • Alternately, you can right-click on the report title, or click the three-dot More menu at the end of the report row, and click Modify. This opens the report in Design mode.

Open the Query Panel

  1. Click Reading in the upper right-hand corner to toggle to Design mode, if the report is not already in Design mode.
  2. To modify the underlying query or queries, click Edit Edit Query Icon icon in the Query section of the toolbar.

    3. Screenshot of the toolbar showing the location of the Edit button.

Delete/Add Result Objects

  1. To delete an object in Result Objects section, select it and click either Delete Delete icon on the object or click Remove Remove Icon at the top of the Result Objects section.

    2. Screenshot showing the Result Objcts section with an object selected and the Delete and Remove icons highlighted..

  2. To add an object, locate and click on the object on the left-hand panel.

    3. Screenshot of the Query Panel showing an object in the left panel and the same object in the Result Objects section.

  3. Click Add Object Add Object button.
    • Alternately, you can double-click the object or drag and drop it to add it to the Report Objects section.

Notes:

  • You can filter/search for an object using the Search field in the left-hand panel.
  • Click any object in Result Objects to see which folder it came from. The object is highlighted in the left-hand panel.

Delete/Add Query Filters

  1. To delete a query filter, select it in the Query Filters section and click either Delete Delete icon on the filter row or click Remove Remove Icon at the top of the Query Filters section.

    2. Screenshot showing the Query Filters section with a filter selected and the Delete and Remove icons highlighted.

  2. To add a query filter, locate and click on the object on the left-hand panel.

    3. Screenshot of the Query Panel showing an object selected in the left-hand panel and the same object in the Query Filters section.

  3. Click Add Filter Add Object button.
    • Alternately, you can drag and drop the object into the Query Filters section from either the left-hand panel or the Result Objects section, if it is listed in that section.
  4. Select an Operator from the drop-down list, or accept the default, In List.

    5. Screenshot of a query filter showing the operators menu and the define filter type menu.

  5. Click Define Filter Type Define Filter Type Icon and select an option for the query filter's operand (specific value(s)). Options include:
    • Constant - Separate multiple values by a semicolon, no space. Values are case-sensitive.
    • Value(s) from list - Check the box next to each value and click OK.
    • Prompt - asks for values each time the query is run.

Run the Query

  1. Click Run.
  2. Respond to prompts, if present.

The report opens in Design mode.

Add a Column

Note: If a new result object was added to the query, it must be manually added to the report. It may be easier to insert a blank column first.

  1. To insert a blank column, right-click a column and click Insert, then select Column on Left or Column on Right.

    2. Screenshot showing a column's contextual menu with the Insert menu expanded.

  2. Click Main Panel Main Panel icon and Document Objects Document Objects icon.

    3. Screenshot showing the Main Panel and Document Objects icons, and dragging an object from the Document Objects panel into a blank column.

  3. Click an object in the Document Objects panel and drag it into the blank column.
  4. Release your mouse when the highlight is in the column.
    • If you opted not to insert a blank column, release your mouse when the highlight displays at the edge of a column. This creates a new column rather than inserting the object into an existing column.

Insert a Calculation

  1. Right-click the column, select Footer Calculation, then select the calculation.
    • The available calculations are based on the type of data in the column.

Save the Report

  1. Click Save Save icon.
    • To save the report with a new name or to a new folder, select Save As from the Save drop-down list.