Report Hierarchy

The Report Hierarchy window allows organizing and ordering Calypso reports into hierarchies which can be displayed in the Portfolio Workstation.

 

From the Calypso Navigator, navigate to Configuration > Asset Management > Report Hierarchy (menu action am.ReportHierarchyFrame) to bring up the Report Hierarchy window.

» Define hierarchies as described below.
» Then click to save your changes.

 

Column Details

Columns

Description

Report Name

Displays the name of the report.

Analysis Parameter

Displays the analysis parameter name.

Type

Displays the type of report.

Template Name

Displays the report template name.

 

1. Creating a Hierarchy

Click and select Hierarchy to add a new hierarchy.

You will be prompted to give it a name.

Then select the hierarchy and add reports as needed.

» You can right-click in the blank area and add a folder or a report. Or you can click and select Folder to add a new folder.
» You can right-click a folder and add a sub-folder or a report.
» The reports available to choose from are the Analysis Server Configurations of type Report To Risk.

See Portfolio Workstation for details on defining a Analysis Server Configuration.