[IFS/BA End User Help Guide]

Activity Overview

This document provides you a brief overview for each activity that can be performed in the report mode. These can be found in the Document Actions pane or in the IFS Business Analytics Ribbon.

Login

This is used to login to IFS Business Analytics. If you have already logged into the application, user name will be displayed with a down arrow. Login will be enabled if you order a report through IFS Info Services. In this instance, selecting Login will allow you to login to IFS Business Analytics and modify or further design the ordered report. If you do not have rights to login to the designer mode, then you will be logged in to the report mode by default.

Order Report

All the reports which have been published using IFS Business Analytics are shown in the Published Reports dialog box. You can use Order Report to open a published report available in this dialog box in executed mode. The report will open in a separate Microsoft Excel Workbook.
Reports which have been published for BA Access Only can be executed by the designer via this activity. These reports can be used to analyze performance using BA Execution Parameters in Solution Manager in the IFS EE client, before publishing to view the report from IFS Info Services. (Link to Related Foundation Documents)

Load Report

All saved and published reports can be loaded to IFS Business Analytics using this activity.

About

Click About to view version information about IFS Business Analytics.

Parameters

The parameters and the parameter values that has been applied to a report can be viewed using Parameters icon.

Export

Click Export to export the executed BA report to an Excel report. The BA report can also be saved on the local disk and/or in the BA export archive during the process.

Import

Click Import to import external data from an Excel report in to the BA report. Data can be imported only to the writeback enabled cells.

Writeback

Click Writeback to collect and writeback all or modified data to IFS Applications.

Report Options

This is used to view parameters related to Execution, Save & Publish, Writeback and Debug.

Settings

This is used to view the general settings related to Logon and Translation.

Run Report/Run

Click Run Report in IFS Business Analytics Ribbon or Run in the Document Actions Pane in order to execute a report that contains the latest available information. At the point of execution a dialog box may pop up prompting you to enter parameter values to be used for the report if the report being executed uses parameters. In such an instance select the related parameter values as appropriate from the List of Values and continue. Run option may appear disabled if the designer has disabled it at the time of designing the report.

Access Type

The source types selected for a IFS Business Analytics report, Online or Data Mart, can be viewed using this feature. Refer About Report Book for more details.