Pre-requisite #
Installation #
Download and install the extension and plugin from narrative reporting and FCCS site.
Integration #
Adding Connection #
Go to Navigation > tool > connections
click plus sign to create connection
Input all the details and click test connection button for testing connection, then save.
Adding Data Source #
Go to library > data source. Click plus sign to define data source.
Adding Section and Doclet #
Terminology #
Sections in Narrative Reporting are used to group and organize doclets within a report package.
Doclet is a key component of a report package in Narrative Reporting. It represents an individual piece or segment of the overall report that can be authored, reviewed, and approved separately.
Adding Folder #
Adding Report Package #
Adding Section #
Within report package 1, click add section button
Adding Doclet #
Within report package 1, click add doclet
Adding Doclet Approver #
Workfloww #
Click the triangle on Doclet 1 > act on content > check out
click checkout
click on library
Open report package
click on doclet 1
check-in => check in and upload => checkout
preview
^ Preview
Add Report #
Go to navigator > reports >
create and select data source
define POV, row and columns
Define report name
Define report location
Create Reference Doclet #
checkout
inspect available content
Add available content
Open report package 1
Embed Report #
Open a new word document > Login to narrative reporting via smartview > double click report package 1
open doclet 1
click embed
select BS1 and click embed in pop up window
the report is then embeded
check in and upload > Submit
if you are the approver, approve / reject / recall