Scheduled batches have a scheduled batch POV (Point of View), which you can modify while
scheduling. You can also specify prompt information for the batch. The POV and prompt
information, provides values for the POV and prompts specified for each book and report
contained in the batch. You can schedule batches to be processed immediately or in the future.
For more information on the scheduled batch POV, see Chapter 13, “Scheduling Jobs and
Reports or snapshot reports created in Financial Reporting Studio, can be assembled into a book,
enabling you to generate their output in one session from Workspace. For example, you can
schedule a set of reports to run once a month. You can configure books to generate several
versions of a report and different member selections. A book containing those reports can be
run at once. The reports contained in the book can be printed or viewed individually in entirety.
Two types of books can be define and saved to the repository:
Books—Comprises of reports and snapshot reports. When you run a book, the report data
is dynamically retrieved from the database; the snapshot data remains static.
Snapshot books—A book saved as a snapshot book. The data contained in the reports, as
well as a table of contents, is created when you save a book. Whenever a snapshot book is
viewed, data-level security does not apply; data-level security is applied when the snapshot
book is created and is based upon the data level security that is set for the user that saved
the snapshot book.
A book contains a book POV, which is a combination of all dimensions in the user POVs for
each report in the book. Dimensions that are not defined in a report, default to the user POV
member and the dimensions are displayed in the book POV of the Book Editor. You can also
select the user POV as a member on the book POV, allowing you to modify the parameters since
they are no longer stored in the book definition.
The member selected for a dimension in the book POV is used in each report referencing the
book POV for that dimension. The data sources in the POV match the data sources used by the
reports in the book.
When a book is scheduled as part of a batch, the dimension referring to the user POV are
controlled by the scheduled batch POV.
Tasks that can be performed with books and snapshot books:
Use batches to group and process sets of books. See Chapter 13, “Scheduling Jobs and
E-mail links to the books or snapshot books. See Chapter 3, “Exploring and Managing
Change a book’s data source. See Chapter 3, “Exploring and Managing Items .”
Delete books or snapshot books. See Chapter 3, “Exploring and Managing Items .”
Import books and snapshot books from a file system outside of the repository. See Chapter 4,
180 Designing Documents for Financial Reporting Batches and Books