BIRT

Report User
Instructions

Running BIRT Reports From The IUIE

BIRT Reports are run from the
IUIE just like other reports, as
shown here.
Parameters behave in the same
way, and are passed to the BIRT
Report Viewer.
BIRT reports can be sent to
completed reports and
scheduled.

IUIE / BIRT Report Support

The procedures for requesting assistance are basically the
same as for other PDQs:
1.

Problems or questions concerning a specific report:

a) Click on the Feedback button in the upper right hand corner of the
IUIE page, or
b) Send an email directly to iuie-request@indiana.edu

2.

Requesting new reports or modifications to existing reports:

a) Create a Tracker request by choosing Report Object Request Form
after following this link:
https://ses.indiana.edu/campusServices/iuieProjectTracker/ , or
b) Send an email directly to iuie-request@indiana.edu

3.

General questions about reporting/IUIE/BIRT/etc. :

a) Send an email to SESIUIECoordination@exchange.indiana.edu

Report Actions

Viewing BIRT Reports

Page Control

No software needs to be
installed on your desktop to view
BIRT reports published in the
IUIE.
When you run a BIRT report a
standard web browser window is
launched.
The BIRT report comes up in a
BIRT Report Viewer within the
browser as seen to the right.

There are standard controls in

the report viewer as shown in
the insets which are described in
detail on the pages following.

Drilling From One Report To Another

Some reports allow you to drill down to other
reports for more detailed information.
Links to other reports are typically blue and
are underlined as shown in the examples to the
right and below.
In some cases (will be noted in the report) you
can drill to another report by clicking on a
portion of a graph.
If you drill to another report a new browser
window and report viewer will be opened a
new window will be opened for each report as
shown to the right.
Parameters are passed to the new report
automatically based on the value you clicked on
in the source report.

When you have drilled to a report you can

then change the parameters and re-run the
report without having to go back to the source
report or the IUIE.

When you leave a report you have drilled to you should

close the report so the window closes to avoid many
reports being open at once (which could affect
performance).

Report Actions: Table Of Contents

This icon toggles the Table of Contents pane on and off

(if the report has a Table of Contents).

A table of contents is typically used in longer reports to

navigate quickly to a specific part of the report.

In the example shown, clicking on a division or school

name will direct you to the place in the report where
that division or school appears.

This report is also grouped by campus. Move to a

specific campus to get a list of schools for that campus
by expanding the list (click on the '+').

Click the icon again to remove the Table of Contents.

If parameters are changed while the TOC is open you

must close & re-open the TOC.

Report Actions: Parameters

This icon toggles the parameter popup

form.

When you are viewing a report the

parameters can be changed and the
report re-run without returning to the
IUIE.

Some parameters filter information on the

report such as Institution, Academic Year
and Aid Type as in the example.

Other parameters control what you see in

the report such as highlighting, content
and instructions.

When parameters are changed, select

OK to re-run the report.

Report Actions: Export

Toggles the data export popup.

If there are multiple tables or

graphs on the report you can
pick which one to export as
shown to the right under
Available result sets.

Once the result set is selected, the columns

available for export show up under
Available Columns.

Use the arrows to move the columns into

the Selected Columns:
Select all columns
Select highlighted column
Remove highlighted column
Remove all columns

Once columns are selected for export

selecting OK will export the data into an
Excel spreadsheet.

Report Actions: Print

NOTE This represents functionality that
will not be available until the next
release (approx 2/15).

Selecting the print button will create a

pdf file of the report.

Once the file is created it is opened in

your default pdf viewer.

Once in the viewer there are a variety of

things you can do with the file including:

Save to your disk drive or desktop

Copy & paste into other documents
Print

Page Control

Go to
First
Page

Go to
Previous
Page

Go to
Next
Page

The current page is displayed

under the report action buttons:

Go to
Last
Page

Enter a specific page number,

click on green arrow to go to
selected page.

Standard Report Features

Smart
Titles

Instructions

Drill-Downs

Selection
Criteria
Parameters

Report Control
Parameters

Other Linking
Options

Intelligent
Highlighting

Standard Report Features

Smart
Titles

Embedded parameters in
titles for information and
presentation.

Instructions

Report specific
notes,
instructions &
available
functionality.

Standard Report Features

Drill-Downs

Drill-Downs from text values appear as blue or purple underlined hyperlinks.

May be more than one per row as shown above.
In this example if the Item Type Group is selected the Aid Type and Item Type Group are passed
to the linked report as parameters so they need not be re-entered.
Drill downs are sometimes activated by clicking on an area within a chart. This will be noted as
instructions on the report.

Selection
Criteria
Parameters

Shows parameters used as selection criteria in the report for reference & documentation
purposes.
As seen in the example all parameters do not have to be filled in to run the report.
Unless otherwise noted wildcards (% ) are used if no specific value is required.

Standard Report Features

Report Control
Parameters

Shows parameters used to control how the report runs.

In this example 4 aspects of the report are controlled by parameters:
Highlight Low Limit numbers less than or equal to this are highlighted in red
Highlight High Limit numbers greater than or equal to this are highlighted in green
2 Report formats available a comparison or raw detail in this example
Show instructions turns on & off the instructions section

Intelligent
Highlighting

Limits can be set to highlight values as shown above.

In this example any % Change <= -20% is highlighted in red and change >= 20% is highlighted in green.
These limits may be fixed, programmed by the report writer or managed by the end user if parameters
were created .

Standard Report Features

Other Linking
Options

Other linking capabilities are available in addition to drill-downs.

In this example links to other reports are shown which are different from drill-downs because no
parameters are being passed.
Also options include links to:
Web pages
PDFs and other image documents
Word, Excel, Powerpoint & other standard documents