Locking a report................................ . 79 Email notification for workflow processes ........................ .

79
Configuring the email notification template for a workflow ................. . 80 Enabling and configuring
email notification for a workflow ................. . 82 Enabling custom email messages in a
workflow ..................... . 82 Progress reports, audit trails, and workflow assignment reports ................. .
83 Creating a progress report ............................ . 83 Viewing an audit trail .............................. . 83
Creating a workflow assignment report ........................ . 84 Chapter 7. Data sources ........................... . 87
Configuring the whitelist element for data sources ..................... . 87 Configuring Windows
authentication .......................... . 88 Adding an OLAP data source ............................ . 88 Connection
parameters for Oracle Essbase ....................... . 90 Connection parameters for Microsoft Analysis Services
................... . 91 Connection parameters for IBM Cognos TM1 ...................... . 91 Adding a relational data
source............................ . 93 Connection parameters for Microsoft SQL Server ..................... . 94
Connection parameters for Oracle .......................... . 95 Connection parameters for IBM DB2 for Linux,
UNIX, and Windows .............. . 96 Connection parameters for IBM DB2 for i ....................... . 96
Connection parameters for ODBC .......................... . 97 Connection parameters for OLE
DB ......................... . 97 Adding a Microsoft Excel data source ......................... . 97 Adding an HFM data
source ............................ . 99 Adding a Business Intelligence data source ....................... . 100 Editing a
data source connection ........................... . 102 Deleting a data source connection .......................... . 103
Expiration policies................................ . 104 Adding an expiration policy ........................... . 104 Editing an
expiration policy ........................... . 105 Deleting an expiration policy ........................... . 105 Chapter 8.
Data queries ........................... . 107 OLAP data queries ............................... . 107 Adding an OLAP data
query with custom data ..................... . 107 Searching for members of a dimension in an OLAP data
query................ . 109 Adding an OLAP data query with predefined views ................... . 110 Specifying
how an OLAP data query returns missing values................. . 111 Adding a relational database
query .......................... . 112 Queries and SQL ............................... . 112 Query building
process ............................. . 115 Query parameters ............................... . 116 Query
properties ............................... . 118 Adding an external Microsoft Excel file query ...................... . 119
Adding a Business Intelligence query ......................... . 120 Editing a query................................. . 121
Creating a new data query based on an existing one .................... . 121 Deleting a
query ................................ . 122 Query variables ................................ . 122 Application query
variables ........................... . 123 Associating queries with reports ........................... . 124 Chapter 9.
Checklists ............................ . 127 Adding a checklist ............................... . 127 Editing a
checklist................................ . 128 Deleting a checklist ............................... .

Chapter 10. Tasks and task lists ....................... . 129 Creating a task list ............................... . 129 Adding
a task to a task list ............................. . 130 Editing a task list ................................ . 130 Changing the task
order in a task list ......................... . 130 Deleting a task list................................ . 131 Editing a
task ................................. . 131 Linking tasks to report objects ............................ . 132 Deleting a
task ................................. . 132 Adding an icon to the icon palette for tasks and task lists .................. . 132
Chapter 11. Dashboards ........................... . 135 Finding a dashboard ............................... . 135 Fixed
dashboards ................................ . 135 Report Summary dashboard ........................... . 136 Excel Analysis
dashboard ............................ . 137 Custom dashboards ............................... . 138 Adding a custom
dashboard ........................... . 139 Configuring a variable for a custom dashboard ..................... . 139
Deleting a custom dashboard ........................... . 140 Widgets ................................... . 140 Adding widgets
to a custom dashboard ....................... . 141 Formatting the header and borders of a widget .....................
. 141 Displaying data in a grid widget .......................... . 142 Displaying data in a chart
widget ......................... . 143 Displaying data in a gauge widget ......................... . 145 Displaying a graphic
in an image widget ....................... . 146 Displaying a website in a widget .......................... . 146 Chapter
12. Desktop publishing styles .................... . 147 Importing desktop publishing styles.......................... .
147 Adding a desktop publishing style .......................... . 148 Editing a desktop publishing
style .......................... . 148 Deleting a desktop publishing style .......................... . 149 Chapter 13. Macros
............................. . 151 Adding a macro ................................ . 151 Editing a macro ................................ .
151 Deleting a macro ................................ . 152 Chapter 14. Security administration ...................... . 153
Users and user groups .............................. . 153 Adding users ................................ . 153 Adding user
groups .............................. . 155 Importing users and user groups from IBM Cognos Access
Manager .............. . 156 Importing users and user groups from Microsoft Active Directory ............... . 157
Associating users with a user group ......................... . 159 Temporarily removing a user's
access ........................ . 159 Configuring user display ............................ . 160 Custom
groups ................................. . 160 Adding a custom group ............................. . 161 Editing a custom group
............................. . 161 Deleting a custom group ............................ . 161
Permissions .................................. . 162 Finding a permission .............................. . 163 Granting
permission to access reports ........................ . 163 Granting permission to manage reports .......................
. 165 Granting permission to manage security for users and user groups .............. . 166 Granting
permission to manage workflows ...................... . 167 Granting permission to manage
dashboards ...................... .