How To Create, Edit, Delete, or Unpublish a Report on BAH


Overview


This How-To guide is for report developers to add, edit, or delete a report to the Business Analytics Hub using the BAH CMS. 

Critical Concepts


Steps to Take


Add a New Report 

  1. Go to cms.ucsd.edu
  2. >Login with your Business Systems Account
  3. Go to My Sites section on the top left corner
  4. Click on Reports
  5. Check to make sure you can see your business team’s folder on the left panel

    Screenshot: CMS Reports folder
  6. Click Add Content  Screenshot: Add content button
  7. Select the Report Page of your Business Team

    Screenshot: Report_Student page

  8. Fill out the form below
    1. Title: Name of the Report
    2. Author: Name of the original creator (for historical purposes)
    3. Report Category: These have been previously created (New categories will need approval from the BAH project team)
    4. Description: What does this report show? 
    5. Required Input
    6. Fields
    7. Report Link: Link to the report in Cognos, Tableau, Oracle, etc. 
    8. Support Doc: Any link, video, or document you would like to share about the report
  9. Click Preview Draft to verify content
  10. Click Submit  Screenshot: Submit button
  11. Click Submit or Check Content and Submit -> Click Check Mark
  12. Go to your Business Team on navigation bar Screenshot: Navigation bar shows Budget & Finance on the left side of HR/Payroll or Screenshot: Index icon under your folder
     
    12. Confirm that the report is visible - it should have a New Tag
    13. Click Publish (with the cloud icon)
    14. Click Publish (blue box)

Video for Adding a New Report

Edit a Report

  1. Go to cms.ucsd.edu
  2. Login with your Business Systems Account
  3. Go to My Sites section on the top left corner
  4. Click on Reports
  5. Open up the reports folder under your business team’s area on the left panel to see your reports
  6. Right click on the report
  7. Click Edit
  8. Complete update/edit
  9. Click Preview Draft to verify content
  10. Click Submit or Check Content and Submit -> Click Check Mark
  11. Go to your Business Team on navigation bar  Screenshot: Navigation Bar show the Student tab towards the right end between Help and HR/Payroll or Screenshot: Index icon under your folder
  12. Confirm that the report is visible and the updates are correct
  13. Click Publish (with the cloud icon)
  14. Click Publish (blue box)

Video for Editing a Report:

Delete/Unpublish a Report

  1. Go to cms.ucsd.edu
  2. Login with your Business Systems Account
  3. Go to My Sites section on the top left corner
  4. Click on Reports
  5. Open up the reports folder under your business team’s area on the left panel to see your reports
  6. Right click on the report
  7. Click Delete or Unpublish
  8. Click Delete
  9. Go to your Business Team on navigation bar  Screenshot: Navigation bar shows Budget & Finance on the left side of HR/Payroll or Screenshot: Index icon under your folder
  10. Confirm that the report no longer showing
  11. Click Publish (with the cloud icon)
  12. Click Publish (blue box)


If you still have questions or need additional assistance, please submit a ticket or call the ITS Service Desk at (858) 246-4357