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Budget Planning and Management - Delphi Planning - Use Delphi Reports

This article explains reports found in Delphi.

This article explains reports found in Delphi.

Delphi Planning provides several types of reports. You can find all reports in the Explore area of Workspace.

  1. Click Explore button in the web interface.
  2. Navigate the folder structure to Delphi Reports.
  3. You may need to drill to a subfolder for Budget Office only reports.
  4. To run a report in the web interface, double-click the report link.

Most reports prompt the user for additional required information. There are two possible prompts you may see, depending on your selection.

Preview User Point of View

  1. Select Edit Member Names and type in the text field, or click Select button to choose members from a list.

Notes: In the Select list, the user must drill into the list hierarchy or perform a search to find the desired member from the list.

Some reports only allow one member to be selected (members appear with a radio button selector), while others will allow more (members appear with a checkbox selector).

  1. Click OK button to run the report.
  2. Click Cancel or X in the top right corner if you need to cancel the report.
  3. RptPOV

Respond to Prompts

  1. You may type directly in the text fields, or click Member Selection to choose from a list.
  2. rptpov2
  3. Selected from the list on the left and move them to the list on the right by clicking the arrows between the two boxes.

Note: Some reports only allow one member to be selected (members appear with a radio button selector), while others will allow more (members appear with a checkbox selector).

  1. Click OK when you finish making your selections.
  2. rptpov3
  3. After you provide all of the information the prompts require, the report will finish running.It will display on your screen in either HTML or PDF format, depending on your preference settings.

Notes: We recommend HTML because some reports include Features that do not work in PDF:

Some reports feature dynamic drilling so you can see different levels of detail. When you have drilled to the details you want to see, you can switch to PDF to print that view.

Some reports have members you can change to run the report for a different data set. These members are underlined in a gray bar beneath the report header. These are hidden in PDF format.

You can easily toggle from HTML format to PDF format in the web interface. PDF is recommended for printing and saving reports electronically. Reports are not interactive in PDF.




Keywords:Hyperion, UCSAL, UCBUD, Budget_Office, Executive, workspace   Doc ID:28610
Owner:Levita G.Group:University of Chicago
Created:2013-02-12 17:01 CDTUpdated:2017-03-07 08:11 CDT
Sites:University of Chicago, University of Chicago - Sandbox
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