About the Forms and Reports workspace in Planning Business Modeler

The Forms and Reports workspace displays a table of form templates and operational reports associated with a model site. To access the Forms and Reports workspace, click Forms and Reports in the Workspace Browser pane. By default, form templates are listed in the table in this workspace. To view just the operational reports, click Operational Reports in the View drop-down list.

To view information about a specific form template or operational report, select it in the table, and then view the Forms Details pane.

Note:  If you delete a workbook that is associated with a form from the server or computer where it was saved, the form is still displayed in the list of forms in this workspace. To remove the form from the list, in the Forms and Reports Tasks pane, click Delete this Form. This removes the Report Definition Language (RDL) that is associated with the form from the server. Therefore the form will no longer be displayed in the list.

Element

Description

Forms and reports in this site

A list of the forms in this model site.

Forms and Reports Tasks

Links for form and report management tasks. The role you belong to and the model that you select determine whether a task is available.

Form Details

Data about the selected form.

In this topic

Forms and reports in this site

Forms and reports tasks

Form details

Forms and reports in this site

This section lists the properties for the currently selected form.

Element

Description

Name

The name of the form.

Label

The label for the form. The label is the primary identifier of objects throughout the system.

Description

The description of this form.

Location

The location specifies the computer name and folder location where the form definition is saved.

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Forms and reports tasks

This section lists all models in the local model site.

Element

Description

Delete This Form

Click this link to delete a form. Deleting a form deletes the form definition from the application, but the associated Microsoft Office Excel workbook is not deleted. In addition, you cannot delete a form template that is being used by one or more assignments. Trying to do this will display an error message.

Edit Form Properties

  • Click this link to open a dialog box where you can change or update the form properties.

View This Report in Browser

Click this link to open a browser window where the report you selected is displayed.

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Form details

This section lists the properties for the currently selected role.

Element

Description

Label

The label for the form. The label is the primary identifier of objects throughout the system.

Description

The description of this form.

Location

The location specifies the computer name and folder location where the form data is saved.

Name

The name of the form.

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