Overview

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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

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• CMS access is determined/approved by the business teams contacts. Please gain approval before requesting access. Business Team Contacts can be found in the ITS Activity Hubs' Collab Space
• Contributors must use Business Systems Accounts
• Issues with the CMS, please message: busintel@ucsd.edu

Steps to Take

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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
   
   
6. Click Add Content 
7. Select the Report Page of your Business Team
   
   
   
   
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 
11. Click Submit or Check Content and Submit -> Click Check Mark
12. Go to your Business Team on navigation bar  or 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   or 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   or under your folder
10. Confirm that the report no longer showing
11. Click Publish (with the cloud icon)
12. Click Publish (blue box)