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Using the Performance Management Viewer


Choose the Schedule button to schedule the report. Depending on your PM Viewer user profile (see "Setting Up Profile Options" on page 2-5,) you can either subscribe to a default schedule assigned to the report, such as “Run every day at 8AM” (this would be available to a Basic User profile), or you can edit the assigned schedule to a different frequency (this would be available only to an Advanced User).

In both cases, choose the Subscribe button to schedule the report, or Cancel if you decide not to schedule the report. You can then access the point in time report through your notification portlet (also called the Worklist region of your PHP), or via e-mail if this option has been set up.


Choose the Run button to run the report with the selected parameters values.

Second Scenario: The report does not have any parameters.

No parameters values need to be selected in this scenario, yet you can still opt to schedule the report before running it live.

  • 1.

    Choose the Schedule button to schedule the report.

  • 2.

    Choose the Run button to run the report.

Parameters Definitions

To understand any PM Viewer report, it is important to be familiar with a few concepts, such as:

Dimensions and their dimension levels: an example of a dimension is Time, and available dimension levels would include year, quarter, and month. Another example is Geography, with available dimension levels including country, region, state, and city. Reports may have been created using one particular dimension for which several levels exist, but the parameters section can display only one level of that dimension, i.e., for the Time dimension it might only display year. The PM Viewer offers flexibility in terms of which parameters should be displayed or not on a report.

View-By parameter: this parameter is present only for standard format (and not in the no view-by report). It lists all the dimension levels by which you can run a report. It also dictates which column will be the first column in your table and the x-axis of the graph(s).


User Guide

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