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How do I add and manage EPM Live Analytics reports?

This article explains how to manage the  Analytics reports in EPM Live, such as adding a new report that was built for your organization, or changing the report name and category.  

Note: This Advanced Reports Library is NOT the page to create reports from scratch, design reports, etc.  That would be done, instead, on the Analytics Reports Page.  This is, instead, for adding reports that a developer has provided the XML code.  

Another example of how to use this page is to copy/paste reports from one site into another.  Go to the Advanced Reports page is one site and copy the XML.  Then, paste the XML into the other site.  

If the EPM Live team, or another developer developed the XML code for a new report, you can add the report into you Advanced Reports Library. EPM Live also has a number of out-of-box Analytics report that you may or may not already have in your site collection.  

Refer to the documents attached to this article for the following:

  • Reports list that includes all the out-of-box reports.
  • Text document that contains the XML to be copied/pasted into your site when adding new reports.

1. Navigate to Advanced Reports

  1. Select the Settings Gear icon on the Icon Bar.
  2. Under the Enterprise Reporting heading, select Advanced Reports.

2. Add a New Report

If the EPM Live team, or another developer developed the XML code for a new report, you can add the report into you Advanced Reports Library.

Click the Add a New Report link.

2.1. Complete New Report Form

  1. Enter the Report Category.  Reports are grouped by category on the Analytics Reports Page.
  2. Enter the Report Name.
  3. Paste the Report XML.  
  4. When finished, click Save.

When the report is saved, it will appear on the Analytics Reports Page.

3. Edit an Existing Report

Select the desired report to edit. Click Edit Report.

3.1. Edit Report as Needed

  1. Enter the Report Category.  Reports are grouped by category on the Analytics Reports Page.
  2. Enter the Report Name.
  3. Enter the Report XML.  
  4. When finished, click Save.

When the report is updated and saved, it will appear on the Analytics Reports Page.

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