Creating a Custom WebI Report

You can create a custom report using either SAP BusinessObjects InfoView (a WebI report) or SAP BusinessObjects Crystal Reports. This section provides an overview of how to create and generate a basic WebI report in InfoView.

After creating and saving the report in InfoView, you can generate the report directly from Insight, as an alternative to generating the report from InfoView. For more information, see “Generating a Report from Insight”.

The sample report used in the following procedures contains two result objects (pointers to data): Property Code and Property Name, and one query filter: Property Code Prompt. These result objects and query filters are objects that were created in the universe during Yardi development, and are included with Insight.

When Insight generates the report, the query filter enables the user to define what data to include in the report. (For more information about creating a WebI report or Crystal Report, see the SAP Business- Objects InfoView documentation.)

After you create a custom Insight report, the system administrator must complete the following before the report is available for use within Voyager:

c	Confirm that the report is in the folder specified in the Client Folder Name field in the configuration screen. Also, confirm that it is not in the Dashboard Reports Path specified in the configuration screen. For more information, see “Adding a Custom Report to the Menu Set”.

The system administrator can add the report to an Insight menu set; this is optional. For more information, see “Adding a Custom Report to the Menu Set”.

To create a custom WebI report

1	From the SAP BusinessObjects InfoView top menu, select Document List.

2	From the menu bar, select New > Web Intelligence Document.

3	From the side menu, select a universe. The default Voyager universe is VGRBase.

4	On the side menu, expand the Property Management Information folder, and then expand the Property Information folder.

5	Drag the Property Code object to the Result Objects panel.

6	Drag the Property Name object to the Result Objects panel.

7	Drag the Property Code Prompt filter to the Query Filters panel.

8	From the right side of the menu bar, select Run Query. The Prompts screen appears.

9	In the Type a value field, type or select one or mode property codes for the properties that you want to view in the report, or select one or more properties in the Property Code box.

10	Click the right or left arrow key to move properties in or out of the right-hand Property List box.

11	Click Run Query. The report appears.

12	If you want to modify the report structure:

a	From the menu bar select Edit Query. The original Result Objects panel and Query Filters panel appear.

b	Edit as needed.

c	Click Run Query. The modified report appears.

13	From the menu bar, select Save > Save As. The Save As screen appears.

14	Type or select the path to your the BusinessObjects repository.

15	Type or select a name for the report, and click OK.