Enterprise Buyer 2.0 Desktop Edition Administrator Help

[Print this Help page]

Setup Reports

Enterprise Buyer 2.0 Desktop Edition does not include a report generator, but it is able to manage externally created reports through the Reports menu. 

You can create reports using any third-party reporting tool that is able to create reports viewable in a web page. 

When you have created a new report, you can select a report name, assign it to an existing report category (or create a new one), and supply the URL of the page containing the report.


Important Note Enterprise Buyer 2.0 Desktop Edition does not use ActiveReports or Crystal Reports as integrated reporting tools (as did earlier versions) and does not use Adobe Acrobat as a report display tool. 

Creating a Report Category

In the Enterprise Buyer 2.0 Desktop Edition Reports menu, reports are organized by report categories. 

When you add a new custom report to the menu, you must assign it to an existing category. If no suitable category exists, then you must create one before adding the new report.

  1. In the tree menu, select Setup | Reports | New Report Category.

    The browser displays the New Report Category page.

  2. Click in the Category Name text box (so that an |-beam cursor is displayed), and type the name for the category that will be displayed in the Reports menu.

  3. Click in the Category Description text box (so that an |-beam cursor is displayed), and type any additional information needed to administer the category (this information will not be seen by users).

  4. Click in the Privilege Code drop-down menu, and select the minimum privilege level required by a user to access this category of reports. 

  5. Click [Save].

Editing a Report Category

  1. In the tree menu, select Setup | Reports | Report Category Name

    The browser displays the Edit Report Category page, containing the information stored for the category named Report Category Name.

  2. Click [Delete] to remove the category and all contained reports, or...

  3. Click in any of the Category Name or the Category Description text boxes (so that an |-beam cursor is displayed), and type a new category title or descriptive information.

  4. Click in the Privilege Code drop-down menu, and select the minimum privilege level required by a user to access this category of reports. 

  5. Click [Save].

Adding a New Report

  1. Create the new report using a third-party reporting tool.

    You can get more information and training in custom report creation from Commerce One Professional Services or Educational Services.

  2. In the tree menu, select Setup | Reports | Category Name | New Report.

    The browser displays the New Report page.

    The Category Name is shown as your selected Category Name.

  3. Click in the Report Name text box (so that an |-beam cursor is displayed), and type the name of your new report.

  4. Click in the Page Name text box (so that an |-beam cursor is displayed), and type the full URL of the HTML page containing the report.

  5. Click in the Report Description text box (so that an |-beam cursor is displayed), and type a description of the report. This description will be displayed next to the report name in the Reports menu.

  6. Click in the Privilege Code drop-down menu, and select the minimum privilege level required by a user to access this report. 

  7. Click [Save].

Editing Report Information

You cannot edit a report inside Enterprise Buyer 2.0 Desktop Edition. You must modify the report externally using a HTML (or text) editor. After doing this, you can change the URL, name or descriptive text about the report format. 

  1. In the tree menu, select Setup | Reports | Report Category Name | Report Name

    The browser displays the Edit Report page, containing the information stored for the report named Report Category Name | Report Name.

  2. Click [Delete] to remove the report from the category, and the Reports menu page, or...

  3. Click in either the Report Name, Page Name or the Report Description text boxes (so that an |-beam cursor is displayed), and type a new category title, pathname or descriptive information.

  4. Click in the Privilege Code drop-down menu, and select a different privilege level. 

  5. Click [Save].

Move to the top of this page to top of page