Enterprise Buyer 2.0 Desktop Edition Administrator Help
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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.
 |
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.
- In the tree menu,
select Setup | Reports
| New Report
Category.
The browser displays the New Report Category page.
- 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.
- 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).
- Click
in the
Privilege Code drop-down menu, and select the minimum privilege level
required by a user to access this category of reports.
- Click
[Save].
Editing
a Report Category
- 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.
- Click
[Delete] to remove the category and all contained reports, or...
- 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.
- Click
in the
Privilege Code drop-down menu, and select the minimum privilege level
required by a user to access this category of reports.
- Click
[Save].
Adding
a New Report
- 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.
- 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.
- Click
in the Report Name text box (so that an |-beam cursor is
displayed), and type the name of your new report.
- 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.
- 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.
- Click
in the
Privilege Code drop-down menu, and select the minimum privilege level
required by a user to access this report.
- 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.
- 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.
- Click
[Delete] to remove the report from the category, and the Reports
menu page, or...
- 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.
- Click
in the
Privilege Code drop-down menu, and select a different privilege level.
- Click
[Save].
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