Hb120 - Hyperion Financial Reporting

In reporting systems, users respond to prompts by selecting members from lists provided within the prompt interface. These lists typically contain predefined options or selections based on the report's data structure and user permissions. By choosing appropriate members from the prompt lists, users specify the criteria for data retrieval, allowing reports to display relevant information tailored to their needs and preferences.

Reports can be exported to various formats, including Word, PowerPoint, Excel, and others. Exporting reports to different file formats enables users to share data and analysis with stakeholders who may not have direct access to the reporting system. Whether it's sharing insights in a presentation, analyzing data in a spreadsheet, or documenting findings in a report, the export functionality enhances collaboration and communication.

The Advanced Search feature enables users to search across multiple repositories within the Workspace environment. This functionality provides a comprehensive search capability, allowing users to locate content, documents, or reports stored in various repositories without navigating to each repository individually. By accessing a wide range of repositories through a single search interface, users can streamline information retrieval and enhance productivity in managing Workspace resources.

Wildcards, such as asterisks (*) or question marks (?), are supported in the Keywords text box of the Advanced Search feature. These wildcards enable users to perform more flexible and comprehensive searches by representing one or more characters within search terms. By utilizing wildcards, users can refine their search criteria, retrieve relevant results more efficiently, and locate specific content or documents within the Workspace environment.

Right-pointing triangles next to rows in a report indicate that the row can be expanded to display additional details or subrows. This feature allows users to view more information without cluttering the main report view. By clicking on the triangle, users can expand the row to reveal hidden data, providing a more comprehensive view of the report's contents and enhancing data visibility and analysis capabilities.

When exporting a report in Query-Ready mode, images and charts included in the report layout are also exported along with the data. Query-Ready mode ensures that the exported report is compatible with external query tools or applications, allowing users to perform further analysis or integrate the data into other systems seamlessly. This feature preserves the visual elements of the report, enhancing data interpretation and analysis capabilities.

The Row Expansion feature, indicated by right-pointing triangles next to rows, is available in both HTML and PDF views of reports. These triangles signify that users can expand specific rows to view additional details or subrows within the report. Whether viewing the report online in HTML format or downloading it as a PDF document, users can utilize the Row Expansion feature to access more comprehensive data views.

When printing a report, the PDF view ensures that the report is properly formatted and paginated for printing. Unlike HTML, which may vary in formatting and pagination depending on the browser and screen size, PDF provides a standardized format suitable for printing on different devices and paper sizes. PDF files retain consistent layout and pagination, ensuring that the printed report maintains readability and professional presentation.

When selecting the Fully Formatted Grids and Text option during report export, the formatting applied within the reporting system may be overridden by the destination application's styling preferences. This option ensures that the exported report aligns with the formatting standards and styles of the application used for viewing or further processing the exported data. By accommodating different formatting requirements, users can seamlessly integrate exported reports into their workflow without inconsistencies.

When exporting a report, the grid data is typically converted into HTML format for compatibility and ease of viewing. HTML (Hypertext Markup Language) is a standard format for creating web pages and documents that can be easily displayed and interpreted by web browsers and other software applications. Exporting reports to HTML allows users to access and interact with the data using familiar web-based interfaces.

In the Advanced Search feature, multiple keywords are separated by spaces within the Keywords text box. Users input keywords or search terms separated by spaces to specify the criteria for their search queries. This approach allows users to compose complex search queries comprising multiple keywords or phrases, enabling precise retrieval of content or documents matching their search criteria across Workspace repositories.

Prompts are optional parameters included in some reports to allow users to customize data retrieval based on specific criteria. While prompts are included in some reports, not all reports have them. Users can turn prompts off if they prefer not to use them, and report designers can choose whether or not to include prompts based on the report's intended functionality and user requirements.