Export Excel File for Later Import
Explanation
This activity is used to export an executed Business Reporter report as an
ordinary Excel file, i.e. a file with no attached Business Reporter functionality,
with the purpose of being able to import the content in the report at a later
occasion.
The functionality supports writeback collaboration, i.e. a possibility to
send a report to another part that can edit the figures before sending it back
to the original sender. The scenario can be as follows;
- Person A is executing a Business Reporter report configured to support
writeback, e.g. related to Business Planning on an aggregated level or
Budget Template Transaction
- Person A wants Person B to fill in the figures to be written back.
Person B does not have Business Reporter installed on his computer.
- Person A now exports the BR report.
- One ordinary Excel report without Business Reporter is created
- The BR report (the target report) itself is stored in the BR Export
Archive
- Person A sends the report to Person B that opens the report in Excel and
adds necessary information (e.g. planning, budgeting figures)
- When ready, Person B sends the report back to Person A
- Person A opens Business Reporter and performs Import From Excel
Report, meaning that the sent report will be used as a source to
get information to be imported to the target report that is stored in the
report archive. When the import is done, Person A can perform writeback the
IFS Applications database.
Prerequisites
In order to perform this activity:
- An executed Business Reporter report must exist
- The original/target Business Reporter report should have one or more writeback enabled cells
(since data can be imported only for writeback enabled cells).
System Effects
As a result of this activity,
the following system effects would take place
depending on the method of export selected.
Method |
System Effect |
Save on disk |
The Excel report without Business Reporter is saved in the specified location.
|
Save on disk and email |
The Excel report without Business Reporter is saved in the specified location. In addition,
an e-mail composing window will open in MS Outlook and the Excel report
without Business Reporter will be attached to it. |
Email |
An e-mail composing window will open in MS Outlook and the Excel report
without Business Reporter will be attached to it. |
The original/target Business Reporter report will be saved in the Business Reporter export archive irrespective of the method, with
a default expire date of sixty days.
Related Process Models
Export Report
Related Activity
Import to BR Report
Procedure
To
export a pure Excel report from a target BR report:
- Execute the Business Reporter report you want to export.
- In the IFS Business Reporter ribbon click
Export to open the Export to Excel Report
dialog box.
- Select
the
Export to Excel Report for Later Import
option in the header of the dialog box.
- Select
either Save on Disk, Save on Disk and Email, or Email
in the Export Excel Report Without BR tab as required.
- If either Save on Disk
or Save on Disk and Email was selected, click Browse to specify the
location in disk where to save the report.
- Change
the
default File Name if required.
-
Note: In the Save BR Report tab the Save BR
Report to Archive check box will be selected (mandatory). This
means that the target report will always be saved in the Business Reporter export archive.
- If it is required to save the executed BR report to disk, select the
Save BR Report to Disk check box and enter the location on
disk where the report should be saved in the File Path
field. You can browse for the relevant location.
- Modify the report name suggested in the Report Name field if
required.
-
Click Export.