Reporting: BusinessObjects - User Guide

The new reporting tool available within WellSky Community Services (formerly ServicePoint) is called BusinessObjects and is replacing the Advanced Reporting Tool, or ART. Going forward, BusinessObjects is the module utilized to generate custom reports from the data recorded in the HMIS. This guide is intended to provide a basic overview of the similarities and differences between the systems, as well as provide links to guides on how to use different parts of BusinessObjects.

BusinessObjects User Guide
- From ART to BusinessObjects
- Data Warehousing
- User Interface
- Troubleshooting
- News & Updates
Locating Reports in the Folder System
Setting Prompts in Reports
Running a Report in "View" Mode
Running a Report in "Schedule" Mode
Viewing Previously Scheduled Reports

From ART to BusinessObjects

The Advanced Reporting Tool (ART) was built using version 3.1 of the SAP BusinessObjects software and was named "ART" by WellSky (the software vendor). The new reporting tool, which is being referred to by the software vendor as BusinessObjects, is version 4.3 of the SAP BusinessObjects software. In other words, this is not an entirely new reporting system - it is an upgrade.

One of the main benefits of this upgrade is that ART reports have been copied to BusinessObjects and can be found in the same place within the folder structure. There may be a very small number of changes between ART and BusinessObjects with regard to report availability and folder structure due to clean up and reorganization of the system by the ICA Reporting Team, but users who were familiar with ART will usually be able to locate reports in BusinessObjects once they have become familiar with the user interface.

Data Warehousing

Like ART reports, BusinessObjects reports are built from a "data warehouse" which rebuilds overnight Monday through Saturday, as well midday Monday through Friday. The start times of the overnight rebuilds vary based upon several factors. Warehouse rebuilds typically take up to 45 minutes to complete. Because BusinessObjects builds reports from a data warehouse, any changes that are made to data in WellSky Community Services will not be shown until after the data warehouse rebuilds. Users can access BusinessObjects by clicking on the Reports menu on the left side of the WellSky Community Services screen, followed by clicking on the tile that says SAP BusinessObjects within the custom reports section. When this tile is clicked, the user will be directed to the Folders tab. Users with BusinessObjects licenses can see when the last rebuild was by following this path: Folders > Public Folder, then look at the date and time refreshed on the row for the anchorage_live_folder.

User Interface - BI Launch Pad

Users can access BusinessObjects by clicking on the Reports menu on the left side of the WellSky Community Services screen, followed by clicking on the tile that says SAP BusinessObjects within the custom reports section. When this tile is clicked, the user will be directed to the Folders tab. To access the BI Launch Pad in it. Click the Home button , which can be found in the top left corner to the left of the SAP logo.

In the Launch Pad, there are three different tiles, plus some additional feature buttons, as shown in the screenshot below.

A: Folders (formerly ART Browser)
Use this tile to open the folder structure and locate the individual report(s) to be run.
B: Instances (formerly Scheduled Reports)
Use this tile to open a list of reports the user previously scheduled.
C: BI Inbox (formerly Inbox)
Use this tile to open the inbox which contains all of the reports the user has sent to themselves.
D: BI Launch Pad (new feature)
This menu can be utilized to flip between different open reports if the user has more than one report open at a time.
E: Search Tool
This is intended to allow the user to search for reports by name. Because there is such a large number of reports available in the ICA Anchorage site, this search tool may sometimes crash. ICA recommends using the Folders button to find and run reports instead.
F: Screen Refresh
This can be utilized to refresh a user's BusinessObjects Home Page, if needed.
Note: This does not initiate a Data Warehouse rebuild. Click here to learn more about Data Warehousing.
G: Announcements
These are announcements that are made by SAP, the creator of BusinessObjects. ICA will not post any announcements here.
H: User Guide
This is a user guide made by SAP, the creator of BusinessObjects. You are certainly welcome to utilize it if you wish. ICA has built general guides available on this knowledge base (including this guide you're reading) which will frequently address your questions more directly and promptly.
J: User Settings
This allows a user to customize the appearance of their individual BusinessObjects account. Users are welcome to play with the settings, but ICA has taken the time to set up each user individually in a manner that allows screenshots to be consistent with this guide, so ICA does not recommend making changes to the individual user settings.

Troubleshooting

HTML 500 Error

If, upon clicking on the BusinessObjects tile, a message appears about an HTML 500 error, just close the tab, then click on the BusinessObjects tile again. You should be able to log in. If they are not able to log in, please contact the AKHMIS Help Desk to request assistance.

Freeze Up/Crash

In the event BusinessObjects freezes up or crashes, close the tab and then go back to WellSky Community Services (formerly ServicePoint) and click on the BusinessObjects tile again. If WellSky Community Services has also frozen up or crashed, the use may need to close both tabs. In that event, open up a fresh tab for WellSky Community Services and re-open BusinessObjects once the user has logged into the system. If they are still have difficulty, please contact the AKHMIS Help Desk to request assistance.

Failure to authenticate to BusinessObjects

If, after clicking the SAP BusinessObjects button to open it, a user receives an error stating Failure to authenticate to BusinessObjects, please contact the AKHMIS Help Desk for assistance.

News & Updates

When the final transition from ART to BusinessObjects is underway, any important updates for users will be posted here.

Need Assistance?

If you have any other questions about how to use BusinessObjects or need assistance, please contact the AKHMIS Help Desk to request assistance.