Summary

The focus of this chapter was to provide the business analyst with an overview of Interactive Reporting and the EPM Workspace. This chapter began with an introduction to the EPM Workspace providing login, navigation, and details for accessing documents. The chapter continued with an in-depth explanation of the different features of Interactive Reporting Web Client, including the layout, sections, menus, toolbars, and other key tool attributes necessary to understanding and successfully leveraging the full capabilities of the software. The chapter continued with an overview of saving documents, save options, and opening documents from both the Workspace and the local machine. The chapter concluded with importing and editing documents in the Workspace, including configuring database connections as well as provisioning users and groups to the document.