I am building a custom report and I am wondering if there is a way to get the container associated with an existing report.
The aging vendor report is what I need but I need it by project. I am setting up a report that will show projects and then show all of the aging vendors associated with each project. I may be missing something, but I don't see anything built in that covers this need.
I am working on using intelligence to create a new report, but wondered if there was a simple way to start with what a report is already pulling for data instead of working with everything.
I am new to the intelligence tool so I am very open to and comments or directions on anything I might be missing.
Each report in the Report Manager has a container associated with it which holds the query that is executed against your database. You can access the container using the Connector module. The Connector requires a separate license and I would check whether you have this first.
If you would like to go directly to the container of a report from the Report Manager, you can do so by double clicking on the report, double clicking on the Source Container item which shows the associated container, right clicking on the container name and then selecting Go to Container in Connector.
It's always a good idea to make copies of your containers and reports before making changes to them. If you take a look at the Getting ahead with Sally section under the following link, there is a comprehensive set of videos on using the Connector. Although it's provided under the 50 US section, most of the content will apply to 50 CAN as well.