Data Warehouse Report Training
The majority of the slides on the power point presentation are screen shots.  Some information is difficult to read and not pertinent to the function of learning how to use data warehouse reports.  Below are text instructions and step by step guides on how to do the task.

Slide 1
Data Warehouse Report Training Overview
•	Access reports
•	Report generation
•	Printing, exporting and scheduling reports

Slide 2
How do I get to those reports?
1.	Open Internet Explorer
2.	Go to https://citgo.cdc.gov or https://citgo2.cdc.gov
3.	Log into Citgo

Slide 3
Enter User ID and Password
This action takes you to log on a screen.  The screen says to enter your user id such as userid@cdc.gov.  Enter your password and click on OK.

Slide 4
Click on the link for VMBIP Reporting
The screen is divided into three columns.  The VMBIP Reporting link is in the left column at the bottom.

Slide 5
Click on Full Access and then OK
A popup appears, titled Client File Security.  It is run by CITRIX.  It says that a server application is requesting access to your local client files.  What access do you want to grant?  No access?  Read Access?  Full Access?   Here you click on Full Access then on OK.

Slide 6
Enter your CDC Password
A pop up appears, titled Log On to Info View.  Then it says Welcome to Business Objects.  Enter your user information and click Log On.  If you are unsure of your account information, contact your system administrator.

There is a space to enter a system name.  It is not needed.  It appears that the user name is prepopulated on the screen, but if it is not there, enter it.  Enter your password.  The authentication is prepopulated with Windows AD.   Click Log On.

Slide 7
Click on the Grantee Reports Folder
The screen is divided in two.  The left contains a list of folders.  In this example the Grantee Reports folder is under Home, under Public Folders and is the first one.  To the right of the screen is an explanation about Business Objects XI.  The majority of the text is not captured in the screenshot.  The beginning text says that Business Objects InfoView collects and presents business intelligence information and provides: Complete viewing and interaction for query and analysis, reporting and performance management.  Integrated collaboration with threaded discussions, intuitive navigation, and support for third party documents.  There is more text here but not captured on the screen shot.

Slide 8
Once logged into Business Objects click Grantee Reports folder (not the +sign) and a list of reports will be displayed 
Within the Nonviable tab the following links appear:
1.	Schedule – Schedule the report to run automatically at specified times. 
2.	History - All instances of the report, as well as currently scheduled reports will appear in chronological order
3.	Properties – Description and purpose of the report 
There is a screen shot here, but it is not readable.  

Slide 9
Chose report click on shortcut to open parameter screen
The screen shot in slide 8 is larger and can be seen in slide 9.

You have two options.  You can slick on the Shortcut to Grantee Inventory Report or the Shortcut to Nonviable Vaccine Report.  Select the report you want to see.

Slide 10
To Run the Report, select the report and then define the report Parameters: project name, vaccine types, and date range
The value should include only the Grantee of choice.
The values should include ALL vaccines
The date range should include Monday to Friday of the previous week. Must be in the format of YYYY-MM-DD.
Once the parameters are selected, select OK.

Slide 11
Report Opens in Print View.  
In this situation, the user selected the report on Nonviable Vaccine Report.  The date returned range was February 1, 2007 through March 15, 2008.  Date printed was March 15, 2008.  The depot was Memphis.  The project name was AZA – Arizona.  The report is ordered by provider name, pin, and vaccine returned.

Slide 12
Export the Nonviable Vaccine Report
Once the report has been run the resulting data can be exported
To export a report:
1.	Click on the Backorder Report link and from the report output window, click the Export Report icon.  
2.	Choose a file format. The resulting data can be exported to other formats. The available formats are: 
•	Microsoft Excel (XLS) results in a report that looks exactly the same as the on-screen report.
•	Microsoft Excel – Data Only (XLS) results in spreadsheet version with columns and rows.
•	Crystal Report (RPT) – Note:  Do not use this option unless you have a copy of Crystal Reporting XI software installed on your computer.
•	Microsoft Word 
•	Rich Text Format
•	 Adobe Acrobat (pdf)
3.	Choose a page range.
4.	Type in a destination and file name.  For example:  c:\NonviableReport.  You can also click Browse to specify a location and file name to save the exported report. 

Slide 13
Alternate Step 1 – Set Schedule
Click “Schedule” pushbutton - When done with the scheduling parameters
Schedule a report to automatically generate at a specified time and format
To Schedule the report , enter the following specifications:
•	When – Specifies when you want to run a report.
•	Database Logon – Select “Use Integrated Securities” checkbox. You do NOT need to enter your username/password.
•	Filters – Don’t use this section.  All filters have been built into the reports.
•	Destination (see next slide) – You can schedule a report to be sent to a specific location on your computer but it is recommended to select that it is sent to “Specific email recipients.”  The report should be emailed to the Grantee and the corresponding POB Consultant, so that technical problems may be identified earlier. You should also select to add an attachment to the e-mail by selecting either option, “With automatically generated name” or “Specific Name.”
•	Format – It is recommended that either pdf (Adobe Acrobat) or xls (Excel)  be selected as the format – this will depend on the applications available to the Grantee.
•	Server Group – Do not change. 
•	Parameters – Click on the word “Empty” for each parameter, add or change the values, and click OK.

Slide 14
When scheduling a report the results can be emailed to a recipient using the following instructions:
•	Follow the steps below to schedule an email copy of the Nonviable Report
1.	Choose “Specific email recipients” in the Destination drop-down list.
2.	Enter your email address in the From box.
3.	Enter a valid email address in the To box.
4.	Enter an appropriate subject line.
5.	Enter a message, if desired.
6.	Choose “with automatically generated name” or “specific name”.
1.	If you choose “specific name”, you must enter the correct file extension for the format you will be choosing:  .PDF, .XLS, etc.
2.	If you choose “automatically generated name”, the correct file extension will e added for you, but the report name will be a system assigned series of numbers and letters.
7.	Check the “Cleanup instance after scheduling”.  This will automatically delete the instance after it has been emailed.
8.	In the “Format” section, choose the format of choice – it is recommended that either pdf (Adobe Acrobat) or xls (Excel)  be selected as the format – this will depend on the applications available at the Grantee.

Alternate Step 2 – Schedule Report to be Emailed

Slide 15
Screen Shot of Scheduler Options
The screen is divided in two. The left side has the folders that were shown before.  We are in the grantee reports folder.  
The right side is the Schedule – Grantee Specific Inventory Report.  
The instance title is Grantee Specific Inventory.  
When:  
Schedule option:  weekly
Frequency:  Monday
Start: March 27, 2008 at 3:20 pm
End:  March 27, 2008 at 3:20 pm
Database logon
Filters
Destination
Destination:  select a specific inbox
Choose:  select users
Look for: there is a search button
Available recipients:  select

Slide 16
Screen Shot of Schedule Option (Continued from slide 15)
Target Name:  Automatically generated or specific name
Send as:  shortcut, copy, cleanup instance after scheduling
Format – select
Page layout – select
Print settings
Server group
Events
Parameters

Slide 17
Alternate Step 3 - Schedule Modification
The Schedule can easily be modified or deleted before and after a schedule/run instance  

To edit a Schedule that has been submitted select the History link within the Nonviable Report section and follow the steps below:
1.	Select the Reschedule link to the report to be updated
2.	Users must select to replace the exiting schedule
3.	For reoccurring report schedules the following radio buttons will be enabled  
o	Replace existing schedule 
o	New Schedule from existing schedule
	To update the schedule for a reoccurring report the user must select replace the existing schedule 
4.	All reports generated one time or reoccurring can be updated  (Parameters, Backorder Date Range)
5.	Users can delete a Scheduled Report by checking the report to be deleted and selecting the delete button. A confirmation box will appear. 

This document can be found on the CDC website at:
http://www.cdc.gov/vaccines/programs/vmbip/downloads/data-reptrain.rtf