hyperion disclsoure management report manager

8/20/2019 Hyperion Disclsoure Management Report Manager

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Hyperion DisclosureManagement

Report Manager

Presented By : Ghansham Das




Introduction

This chapter comprises of Report Manager features of creating

report and adding standalone doclets to it and granting access to

user.

Prerequisites:- Concept of Document management



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Components of Report Manager

Master Document (Can be our !ast report"

# Master Document acts as a container file for subdocuments called

$doclets.%

Doclets can be Ms &ord' )cel Document *ith or *ithout Ta)onom+.

# Disclosure Management document becomes a Master Document *hen at

least one doclet is inserted into it.

# doclet is a separate Microsoft &ord or )cel file that includes selected

data that +ou *ant to include in the Master Document.




Creating Master Document

Connect *ith +our ser,er Register +our report( Master Document "*ith er,er

#dd Doclets to report

tandalone Document

Document ha,e associated Ta)onom+

#ccessing report from user account

ther /eatures





• Ta0e a 1lan0 Document

• Connect *ith +our ser,er using admin #ccount

• mart2ie*-3Disclosure Management Report Manager and

Register our Master Documents





Register +our report using Register 4 C-567


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#dd Doclets to Report

5. Chec0ut ec-567 report

8. 9o to pecific Part of our report *here +ou *ant to add doclet

. mart2ie*-3DM report-3;se dit buttons to acti,ate more buttons




<. Choose /ile +stem

=.1ro*se to +ou doclet' ucceful Completion *ill report header in >square

braces?

@. #dding one more document b+ using step < and =




@. #dding one more document in ne)t ection b+ using step < and =

A. Done 1utton *ill add these documents to report





56. Chec0 In from DM




!ogin into DM and 2erif+ that all *or0 as e)pected

;ser should be able to chec0 ne* ,ersion onl+ of document $#bout

1IP%

and can read $Introduction to C-567%.

#ccessing it as user




5. elect )plorer

8. elect Report C-567

. elect Report on *hich +ou *ant to gi,e access<. elect Properties

=. elect ;ser' #dd it and grant access (R'&'"

@. a,e it.

A. elect Doclet and step < to @ to grant access.

I ga,e R#D access on first doc and RB& on econd

9ranting #ccess to users




Any Question?