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Customizing › CA Business Intelligence Reports Customization › Reports and Folder Structures › Modify a Web Intelligence Report

Modify a Web Intelligence Report

Use CA Business Intelligence to modify a report that was delivered in the CA Reports\CA Service Desk folder structure.

To modify a CA Business Intelligence report

  1. From the CA SDM Reports tab, click the InfoView button.

    The InfoView home page appears.

  2. In the left pane, navigate the CA Reports folder structure, and open the desired Web Intelligence report.
  3. Click the name of the report so that the report runs and displays a result.
  4. From the Web Intelligence toolbar, select Document, Save as.

    The Save Document window appears.

  5. In the Location section, select the appropriate folder.
  6. Click OK to save the report in the new location.
  7. Select Document, Edit.
  8. Click Edit Query (the name of the universe CA SDM appears on the Data tab).
  9. Click the Properties tab. If necessary, click the down-facing arrows next to the Universe, so that the CA SDM text is displayed with an ellipse (…).
  10. Click the ellipse (...) button to display the Universe dialog.

    The Other Available Universes window appears.

  11. Select the name of your universe and click OK.

    Web Intelligence will automatically map all known fields from the CA SDM universe to your universe and display the Change Source dialog. Green check boxes appear next to each mapped field. If all fields are mapped correctly, click OK to confirm the change. If any fields are displayed with a red "X", click the ellipse (...) button next to the field name, and select the appropriate field.

  12. From the Web Intelligence toobar, click Edit Report, and select the Properties tab.
  13. Expand the General node.
  14. Click the ellipse (...) button next to the Document Properties value.

    The Document Properties dialog appears.

  15. In the Document Options section, select the Refresh on Open check box.
  16. Click Save and then close Web Intelligence.

    The report is associated with the appropriate universe and can be modified as needed.