Overview:

Web based Reporting Tool Formerly known as Brio and Hyperion

Interactive Reporting is an extremely robust and powerful business intelligence tool from Oracle.  The product was first developed by a company called Brio who later was taken over by Hyperion and then finally taken over by Oracle. IR is made up of 2 major components:

1. Interactive Reporting Studio (full software installation) is the developer tool installed directly on the developer’s computer.  With Studio you can build new queries, reports, chart, pivots, and dashboards.  Capable of creating BQY’s.

2. EPM Workspace (web version) - Can only be access using Microsoft Internet Explorer 11 Browser or Mozilla Firefox 90, this product allows the user to run any of the BQY’s that have already been published (provided they have the access to them)

   Key Terminology:

   BQY - Brio Query, is the extension given to all Interactive Reporting document files. 

   EPM Workspace - The EPM Workspace is a portal, where all Oracle Hyperion applications, reports, and other files can be accessed and integrated using a shared security model. 

   Published BQY’s - is a BQY that has been saved to the EPM environment and is reachable through the browser.

   Navigating the EPM Workspace:

   To navigate EPM Workspace, a user account must be created (Banner/SDA) and provisioned with the necessary privileges to the Workspace and the Interactive Reporting components. After the user account is created, users would then be granted the specific access to the Workspace that was requested.

   This is the URL to get to the EPM/Hyperion/Brio default login page for the EPM Workspace in version 11 is:

   http://epm.stjohns.edu

   Browser settings and troubleshooting:

   NOTE: EPM workspace only works on Firefox Version 90 (download if not already installed on your computer) or Internet Explorer 11(exists on all Windows 10 devices). 

   Troubleshooting:  Firefox requires no configuration to the browser for the link to work. However, Internet Explorer requires some tweaking for the website to work. If you do not see the login screen in Internet Explorer when you go to the URL, the popup blocker may be stopping you. 

   1. How to disable the popup blocker (Internet Explorer only).

      1. Go to Tools in the browser

      2. Go to Pop-up blocker settings

      3. Add epm.stjohns.edu into the exceptions
         

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         Fix Garbled drop-down menu (Internet Explorer only) - To resolve this issue:

         1. Go to Internet Explorer Tools

         2. Go to Internet Options

         3. Click on Security Tab

         4. Click on Custom Level button

         5. Check off Enable on the box that says – Allow script-initiated windows without size or position constraints

            

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            If you do not see all the toolbar icons (Internet Explorer only) - To resolve this issue:

            1. Go to IE Tools

            2. Go to Internet Options

            3. Go to Advanced Tab

            4. Click on - Allow Active Content to Run in files on My Computer and then ok.

            5. You may need to restart Internet Explorer

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            Accessing EPM

            1. Logging into EPM: Enter your Banner ID and password here

            2. EPM Workspace (FOLDERS) - We have automatically opened the system to the Explorer view to allow you to get to your documents more quickly.  Your documents will be in the ‘General’ folder. Click to see your reports.

            3. PM Workspace (REPORTS)    

               • Double Click on the interactive report you wish to view.
                 

               • At this point, there are no results available as the report has not been calculated. To calculate the report, click on the Refresh icon on the toolbar.

               • Enter the End Date

               • Enter the Event Creator ID -See below

               • Your report is then created

            4. EPM Workspace Reports – (Available Options): Hyperion will give you several useful options that you can use:

               1. Current Report Page Number

               2. Go To Previous Page of Report

               3. Go To Next Page of Report

               4. Refresh – Reprocess the Report

               5. Export to PDF

               6. Export to Excel