Discoverer - Opening a Pre-Defined Report

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Distribution

UVA HRMS Benefits Counselor

UVA HRMS Viewer

Ownership

The Administrator, Operational Data Store is responsible for ensuring that this document is necessary, that it reflects actual practice, and that it supports University policy.

Discoverer
B>Open an Existing Workbook
Workbook Wizard

1. Click the button: Open an existing workbook.

2. The Open Workbook from Database will appear.

When you select a report a brief description of it appears in this window.

Rectangular Callout: When you select a report a brief description of it appears in this window.

3. Select the Pre-Defined Report you want to run.

4. Click the button: Open.

5. Click the [Yes].

NOTE: Select [No], only if you want to modify the report before running it, or you want to open a different worksheet tab. The report will then open with no results. You can then either modify the worksheet or change worksheet tabs.

Notes on the Parameter Wizard

NOTE: Some reports will not present this selection. This screen appears only when you are opening a Pre-Defined report created in a user account other than your own.

The user may also inhibit this screen from appearing regardless of who created the report by Navigating to TOOLS/OPTIONS/ GENERAL tab and un-checking the ‘Ask for confirmation’.

NOTE: The Parameter wizard defines the selection criteria for producing the results set. These parameters may be modified and new parameters can be defined. Users learn to modify and create parameters in Introduction to Discoverer.

All Pre-Defined reports may not display this Parameter Wizard. If it displays, you may select from the List of Values (LOV) indicated by the flashlight at the far right of the field. You may also key the value. If there is no LOV you must key in the desired value.

NOTE: The report might allow multiple values or a single value for a given report.

NOTE: The description box shows the format masks for the values. Parameters must be keyed in conformity with the format (i.e. case sensitivity, punctuation such as quotation marks surrounding characters, number of digits in year, etc.).

6. Select [OK].

7. You may open more than one Pre-Defined Report at a time, by opening a new browser window.

8. When you have finished reviewing all reports you may close Discoverer by selecting File ® Exit.

Effective: 07/08/10

Revision: 2 wss

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