True Portal User Guide

TruePortal

User’s GuideVersion 3.7.1

160 W. Santa Clara StreetSuite 1500

San Jose, CA 95113USA

408.808.6400http://www.callidussoftware.com

™

1998 - 2003 by Callidus Software, Inc. All rights reserved.Callidus Software, Inc., 160 West Santa Clara Street, Suite 1500, San Jose, CA 95113.Information in this document is subject to change without notice. The software described herein is provided by Callidus Software, Inc., under a license agreement, and may be used or copied only in accordance with the terms of that agreement. No part of this document may be reproduced, transmitted, distributed, or translated in any form or by any means, including but not limited to electronic, mechanical, manual, optical, or otherwise, in part or in whole, without the prior expressed written permission of Callidus Software, Inc.Callidus Software, the Callidus Software logo, and TrueComp are registered trademarks and TrueComp Manager, TrueComp Modeler, TrueComp Viewer, TrueChannel, TruePerformance, TrueIntegration, TrueResolution, TrueDiagnostics, TrueAnalytics, TrueService, TrueSupport, TruePortal, TrueComp Administrator, and Everyone Profits are trademarks of Callidus Software, Inc., in the United States and other countries. Other trademarks are the property of their respective holders and must be honored. No right to copy or use a trademark is granted by use of this Software except in accordance with the terms of the license agreement.Third-party trademarks include:Actuate, e.Analysis, eReport, e.Reporting, Live Report Document, ReportBlast, ReportCast, Report Encyclopedia, SmartSearch, Transporter, Virtual Report Distribution, and XML Reports are Actuate Corporation trademarks and registered trademarks. WebLogic Server is a trademark and BEA and WebLogic are registered trademarks of BEA Systems, Inc. Hyperion and Essbase are registered trademarks of Hyperion Solutions Corporation. DB2 and WebSphere are registered trademarks and DB2 Universal Database is a trademark of International Business Machines Corporation in the United States, other countries, or both. Microsoft, Windows, and Windows NT are registered trademarks of Microsoft. Netscape and Netscape Navigator are registered trademarks of Netscape Communications Corporation. Sun, Sun Microsystems, the Sun logo, Java, JRE, iPlanet, and all Java-based marks are registered trademarks of Sun Microsystems, Inc. Informatica and PowerMart are registered trademarks of Informatica Corporation. iPP is a trademark of Servertec. Sybase, and jConnect for JDBC, are trademarks of Sybase, Inc. SQL Server is a registered trademark of Microsoft. UNIX is a registered trademark of The Open Group. Oracle TOPLink is a trademark of Oracle Corporation. Adobe, Acrobat, and the Acrobat logo design are registered trademarks of Adobe Systems Incorporated which may be registered in certain jurisdictions. This product includes software developed by: The Apache Software Foundation (http://www.apache.org/). Copyright 2000 - 2003 The Apache Software Foundation. All rights reserved; and The OpenSymphony Group (http://www.opensymphony.com/). Copyright 2001 The Open Symphony Group. All rights reserved.All other brand or product names are trademarks or registered trademarks of their respective companies or organizations.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Contents

1 IntroductionAudience for this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2How this Guide is Organized. . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Other Sources of Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Conventions Used in This Guide. . . . . . . . . . . . . . . . . . . . . . . . . 1-6

2 Basics of Reporting and AnalysisOverview of TruePortal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Overview of Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . 2-3

Reporting and Analysis Security . . . . . . . . . . . . . . . . . . . . . . 2-3Overview of e.Analysis and e.Spreadsheet Reports . . . . . . 2-5Reporting and Analysis User Types . . . . . . . . . . . . . . . . . . . 2-6

Log on to TruePortal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Overview of the Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9

Application Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10Period Selector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10Search Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11Home Page Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11Report Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12Report Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12Manage Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13Report Navigation Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . 2-13Company News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14PDF Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14Error Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15

TruePortal User’s Guide TOC-iCallidus Software Confidential and Proprietary

C o n t e n t s

3 View ReportsSet Report Tabs and Report Links . . . . . . . . . . . . . . . . . . . . . . . . 3-2Select Report Period. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4View Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Search within Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Navigate within Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8

Navigate to a Specific Report Page . . . . . . . . . . . . . . . . . . . . 3-8Navigate to the Previous or Next Report Page . . . . . . . . . . 3-8Navigate to the First or Last Page . . . . . . . . . . . . . . . . . . . . . 3-9Navigate to a Subordinate Users’ Report (Managers only) 3-9

View Report in PDF Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11Print Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12View e.Analysis and e.Spreadsheet Reports . . . . . . . . . . . . . . 3-13View Company News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14Change Report Display Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15Change TruePortal Password. . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16

Glossary

Index

TOC-ii TruePortal User’s Guide Callidus Software Confidential and Proprietary

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Introduction 1

TruePortal is the single sign-on gateway to Callidus web applications, including Reporting and Analysis, TrueResolution, and TrueComp Administrator, in the TrueComp Enterprise Incentive Management (EIM) solution. This document presents procedures to access TruePortal and Reporting and Analysis, and to view Reporting and Analysis reports.

This chapter provides an overview of this user’s guide using the following sections:

• Audience for this Guide (see page 1-2)

• How this Guide is Organized (see page 1-3)

• Other Sources of Information (see page 1-4)

• Conventions Used in This Guide (see page 1-6)

TruePortal User’s Guide 1-1Callidus Software Confidential and Proprietary

I n t r o d u c t i o nAudience for this Guide

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A u d i e n c e f o r t h i s G u i d e

This user’s guide is targeted at those who use TruePortal to access and view reports in Reporting and Analysis. The target audience include TrueComp participants who need to view their compensation reports and non-participant users (for example, compensation plan administrators) who need to view Reporting and Analysis reports to manage compensation plans.

This user’s guide contains procedures for interacting with the home page of Reporting and Analysis and viewing reports. It does not contain procedures for using the other web applications available on TruePortal.

This document assumes that the user of this document is knowledgeable in:

• connecting to an internet location using a URL.

• basic computer operations and computer concepts.

1-2 TruePortal User’s GuideCallidus Software Confidential and Proprietary

I n t r o d u c t i o nHow this Guide is Organized

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .H o w t h i s G u i d e i s O r g a n i z e d

This guide contains the following information:

Table 1–1: Contents of this document

Chapter Title Describes...

1 Introduction What this guide contains, where to go for other related information, and how to use this guide.

2 Basics of Reporting and Analysis

TruePortal and Reporting and Analysis. It also presents an overview of the Reporting and Analysis home page and explains the buttons, tabs and fields you will encounter on the home page

3 View Reports How to view the reports available in Reporting and Analysis. It also explains how to setup your report viewing preferences and navigate within your reports.


I n t r o d u c t i o nOther Sources of Information

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .O t h e r S o u r c e s o f I n f o r m a t i o n

The Release Notes for TruePortal are provided online to ensure that the latest product information is included. The following two documents comprise the Release Notes.

• Known Issues and Usage Tips: This document describes known issues that are not resolved in this release of the TruePortal. It also provides usage tips for this release.

• New Features and Resolved Issues: This document describes new features, and product enhancements included in this version. It also describes the resolved issues from previous releases.

To view the Release Notes documents :

1. Open the Readme.html file, located in %CALLIDUS_HOME%\Documentation directory; for example, C:\Callidus\TruePortal\Documentation.

2. Click the Release Notes link.

This link directs your browser to the Callidus Software Technical Support site.

3. Log in using the user name and password combination provided in your Order Fulfillment letter.

A web page opens that links to the two Release Notes documents.

4. Select either Known Issues and Usage Tips, or New Features and Resolved Issues.

A .pdf file opens. You can print this file, save it to your local system, or view it online.

Note: You will need Adobe Acrobat Reader to view and print the release notes files. This program is available online at no cost. If you do not already have Acrobat Reader installed on your system, select Download Adobe Acrobat Reader from the online Release Notes page.


I n t r o d u c t i o nOther Sources of Information

For information on contacting Technical Support, see the Customer Handbook.

For more information about trueComp applications or other Callidus Software products and services, visit the company web site at:

http://www.callidussoftware.com/


I n t r o d u c t i o nConventions Used in This Guide

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .C o n v e n t i o n s U s e d i n T h i s G u i d e

This guide follows certain conventions:

Bold Emphasizes text as in Caution messages.

For example: Caution: Importing data overwrites the existing model (database).

Bold Italics Emphasizes text in Notes.

For example, Note: Extracting and importing data are normally performed by a System Administrator.

Italics Text that needs emphasis, such as new terms and titles of manuals.

Examples:

This new representation is the Property Model.

Refer to TrueComp Manager User’s Guide for further information.

“within quotes” Cross-references to other sections within the document. For example: See “Importing Data” on page 9.

Initial Capitalization Dialog box names, tab names, etc. For example: Select the Sales Structure tab.

<within angle brackets> Keys you press on your keyboard. For example: Hold down the <Ctrl> key and then release the mouse button.

> symbol Sequence in which you should select a menu option. For example: File > New > Scenario... indicates to click the File menu first, then click New, and then click the Scenario option.

[ \ ] and [ / ] In Windows, backward slashes [\] are used as directory separators. In UNIX, forward slashes [/] are used instead. Consider this difference when reading directory pathname information.



Courier Font Used for filenames, command names, code and directory names. Example: Open the file, C:\Callidus\TrueComp\Manager\ReadMe.txt

Screen Captures The screen samples in this guide are examples only. Your software is configured according to your Company’s requirements. Therefore, the sample screens used in this guide may not exactly match the user interface on your system.




. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Basics of Reporting and Analysis 2

This chapter introduces you to TruePortal and Reporting and Analysis, the reporting component of TrueComp. It also presents an overview of the Reporting and Analysis home page and explains the buttons, tabs and fields you will encounter on the home page.

This chapter contains the following sections:

• Overview of TruePortal (see page 2-2)

• Overview of Reporting and Analysis (see page 2-3)

• Overview of e.Analysis and e.Spreadsheet Reports (see page 2-5)

• Log on to TruePortal (see page 2-7)

• Overview of the Home Page (see page 2-9)


B a s i c s o f R e p o r t i n g a n d A n a l y s i sOverview of TruePortal

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .O v e r v i e w o f T r u e P o r t a l

TruePortal is the single sign-on gateway to Callidus web applications, including Reporting and Analysis, TrueComp Administrator, and TrueResolution, in the TrueComp Enterprise Incentive Management (EIM) solution. In addition to providing a unified access to multiple applications, TruePortal provides application security by incorporating a robust single sign-on authentication mechanism that governs end-user access to TruePortal and the applications available through it. This alleviates the need to sign in to each individual web application.

A successful log in to TruePortal, launches a default application defined during product deployment. This allows you to start in your default application, for example, in Reporting and Analysis if you are a sales person or in TrueResolution if you are a credit claim submitter.

Across the top of the screen, TruePortal displays an application tab for each application you can access. You can open an application by clicking its tab.


B a s i c s o f R e p o r t i n g a n d A n a l y s i sOverview of Reporting and Analysis

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .O v e r v i e w o f R e p o r t i n g a n d A n a l y s i s

Reporting and Analysis is the reporting component of TrueComp. Implemented as a web application, Reporting and Analysis provides you the ability to view all your compensation reports in a browser environment. Since report access is browser-based, your compensation reports are available to you at all times irrespective of your geographical location.

Report ing and Analysis Secur i ty

Reporting and Analysis relies on a multi-layered security system that prevents unauthorized access to your reports. The first layer of security is provided by an authentication system that controls access to TruePortal and to the web applications available from it. You must log in to TruePortal to access Reporting and Analysis. For example, user JohnSmith must authenticate himself by enter his user name and password to access TruePortal.

The fact that you can log on to TruePortal does not mean that you can access all the applications available there. Access to applications is strictly controlled with pre-defined user roles, which are defined in the user store. For example, user JohnSmith needs to be a member of the TCV_USER group to gain access to Reporting and Analysis. Similarly, JohnSmith must have membership in other groups to access other Callidus web applications.

The second layer of security is provided by the access privileges you have on Reporting and Analysis reports. If you are a TrueComp participant, you will automatically receive appropriate report access privileges that allow you to view your reports.

If you are not a TrueComp participant user (for example, if you are compensation plan administrator) you will not automatically receive report access privileges.A report administrator must explicitly grant report access privileges to non-participant users.



Report access is limited to only the portion of the report relevant to you as defined by your page-level security parameters, which provide the third level of report security.

Page-level security parameters are embedded into the report pages that you can view. For example, the report administrator gives user JohnSmith view access to OrderDetails report while page-level security settings allow John Smith to view only pages 89 to 94. In this scenario, JohnSmith can view only pages 89 to 94 of the OrderDetails report.

Report viewing privileges typically follow the reporting hierarchy in your organization as indicated in Figure 2 - 1.

Figure 2 - 1. Report Viewing Hierarchy

• You are allowed to see your own report pages based on page-level security settings.

• Managers are allowed to see the reports of their subordinates.

For example, the hierarchy depicted in the illustration allows the Vice-President to view the reports of all the Directors, Managers and



Participants. Director 1 can view the reports of Manager 1 and 2 and all the participants reporting to them. Similarly, Director 2 can view reports of Manager 3 and 4 and all the participants reporting to them.

Manager 1 can view only her own report pages and the report pages of the participants reporting to her. Similarly, other managers are restricted to viewing their own report pages and those of the participants reporting to them.

If you are a manager, by default, you can view reports generated for your direct subordinates for all the periods when you were their manager; you cannot view such reports from periods before you became their manager. If you are transferred, you can still view old subordinates’ reports from periods when you were their manager. However, you cannot view the subordinates’ reports for periods after you were transferred.

Generally, you retain all your access privileges as long as you remain a participant in a compensation plan in the TrueComp system. This means that you retain your current report viewing permissions even if you transfer among positions within the organization. The report administrator may add additional viewing permissions (for promotions) or remove viewing permissions (for demotions) at any time.

Overview of e .Analysis and e .Spreadsheet Reports

Reporting and Analysis supports the implementation of e.Analysis and e.Spreadsheet reports. These are specially designed Actuate reports that present report data in an interactive manner to facilitate the decision making process.

The e.Analysis reports present report data in an interactive manner to determine relationships and trends. The e.Spreadsheet reports present report data as formatted Excel spreadsheets.

Reporting and Analysis does not provide sample e.Analysis and e.Spreadsheet reports. You will need to design and implement such reports. For detailed information on how to design and implement e.Analysis and e.Spreadsheet reports, see the Actuate Documentation.



Report ing and Analysis User Types

Reporting and Analysis users can be divided into two broad categories:

• Participant users

• Non-participant users

A participant user (also called a payee) is a person or organization participating in the TrueComp variable compensation program. Participants are created in TrueComp. Participant information is stored in TrueComp Repository. A participant can be either an internal employee or an external company, such as a dealer. Typically, participants have compensation results data in the TrueComp Repository and TrueComp Data Mart.

A non-participant user in Reporting and Analysis may be defined as a user who is not a participant in any TrueComp variable compensation plans, but still requires access to Reporting and Analysis to view reports, or to administer the Reporting and Analysis environment.

There are three types of non-participant users:

• Report administrators

• TrueComp administrators

• Proxy users (users who need exact proxy access to the reports of a participant)

Report administrators generate reports and maintain Reporting and Analysis users. Typically, these users do not have access to any TrueComp compensation reports.

TrueComp Administrators are compensation professionals who administer TrueComp compensation programs. A report administrator grants these users access to entire compensation reports in order to answer queries from participant users and to evaluate compensation plans.

A proxy user may be defined as non-participant user who needs access to a participant’s reports. For example, an Executive Assistant, who needs to review the compensation reports of a Sales Manager.


B a s i c s o f R e p o r t i n g a n d A n a l y s i sLog on to TruePortal

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .L o g o n t o T r u e P o r t a l

Your company provides you a URL (Uniform Resource Locator, or web address) to connect you to TruePortal over the World Wide Web. For example, if you work for HeavyMetalz Company, you might use a URL such as the following:

http://HeavyMetalz/TruePortal/index.html

If you do not know the URL for accessing TruePortal, contact your compensation administrator or information technology support group.

To log on to TruePor tal :

1. Open a browser section and connect to the URL for TruePortal.

The TruePortal login page opens.

2. In the User ID field, enter your user name.

Note: User names and passwords are case-sensitive.


B a s i c s o f R e p o r t i n g a n d A n a l y s i sLog on to TruePortal

3. In the password field, enter your password. Note that both user name and password are case-sensitive and must be entered exactly as given to you.

4. Click Login.

The default web application assigned to you opens. Typically, the default application of TrueComp participants is Reporting and Analysis. TruePortal displays only the tabs for the applications you can access.

Figure 2 - 2. A Sample Reporting and Analysis Home Page


B a s i c s o f R e p o r t i n g a n d A n a l y s i sOverview of the Home Page

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .O v e r v i e w o f t h e H o m e P a g e

The Reporting and Analysis home page provides a user-friendly environment for viewing your compensation reports. It comprises a number of distinct elements. These are explained in this section.

Figure 2 - 3. Components Displayed on a User Home Page

}}{}

Manage Button

Period Selector Report Tabs

Report Navigation Buttons

Application Tabs

Search Button

Company News Frame

Home Page Report

Report Links PDF



Appl icat ion Tabs

When you log on to TruePortal, the default web application assigned to you opens. TruePortal presents a set of tabs across the top of the screen, each tab representing a web application you can access.

Figure 2 - 4. Application Tabs

You can open an application by clicking the corresponding tab. Typically, the default application of TrueComp plan participants is Reporting and Analysis.

TruePortal uses colors to highlight the current application. For example, if your current application is Reporting and Analysis, its tab is highlighted using purple color.

Per iod Selector

This drop-down list presents all the periods for which reports are available. From the period selector drop-down list, you can select the period for which you want to view reports.

Figure 2 - 5. Period Selector

Reporting and Analysis report generation process is initiated for a reporting period after:

• A successful pipeline run for the period is completed in TrueComp Manager.

• Successful ETL run for the period is completed on the data from the reporting period to update the TrueComp Data Mart.

Reporting periods are defined in TrueComp Manager.



Search But ton

The search button allows you to search within the current report. Reporting and Analysis enables the search feature when you click this button.

Home Page Report

The Home Page report is a customizable report that displays a summary of key data specific to you. For example, the Home Page report can be configured to display your performance, payment and ranking data as indicated in the following illustration.

Figure 2 - 6. A Sample Home Page Report



Report Tabs

When you log in for the very first time, only the Home tab is displayed. You will need to display report tabs so that you can access reports quickly by clicking the tabs.

Figure 2 - 7. Report Tabs

Reporting and Analysis allows you to display/hide report tabs. The tab settings you make are preserved until you change them. For detailed information on displaying/hiding report tabs, please refer to “Set Report Tabs and Report Links” on page 3-2.

Report L inks

By default, Reporting and Analysis displays hypertext links to your reports.

Figure 2 - 8. Report Links

When you log in for the very first time, you will see hypertext links for each report you are allowed to view. Each link can be clicked to quickly access the corresponding report. In this respect, report links behave like the report tabs. You may remove these links from the home page. For information on creating report links, see “Set Report Tabs and Report Links” on page 3-2.



Manage Button

This button helps you define the display options for your reports. Clicking this button opens the configuration page for displaying/hiding report tabs and report links.

Figure 2 - 9. Manage button and the Configuration Page

For details on setting display options for reports, see “Set Report Tabs and Report Links” on page 3-2 and “Set Report Tabs and Report Links” on page 3-2.

Report Navigat ion Buttons

Report Navigation buttons allow you to navigate to a specific page on your report.

Figure 2 - 10. Report navigation buttons in the home page

Each report is a multi-page document. Your access to the report is limited based on your position in the reporting hierarchy, and more importantly, by the page-level security parameters set for you on the report pages.

For example, consider a scenario where the OrderDetails report is 876 pages, but page-level security limits your access to pages 18, 19, 20 and 21. In this scenario, you will be shown an OrderDetails report comprising only the four pages you have access to (in other words, your OrderDetails report will be four pages long).



Company News

This frame displays synopsis of latest news items about your organization and important announcements. Generally, each item displayed in this frame is hyper-linked to the source so that you can read the original news item or announcement.

Figure 2 - 11. The Company News Frame of the Home Page

PDF But ton

PDF button allows you to convert and view the current report as an Adobe Portable Document Format file. You can print the entire report or just a few pages after you convert the report into a PDF document

Figure 2 - 12. PDF Options Available from the Home Page



Error Report

The Error report is displayed if you do not have appropriate data in the TrueComp Data Mart for the reporting period to generate the Homepage report. This is typically the case with non-participant users, for example report administrators and TrueComp plan administrators.

Figure 2 - 13. The Default Error Report




. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .View Reports 3

This chapter explains how to view the reports available in Reporting and Analysis. It also explains how to set up your report viewing preferences and navigate within the home page.

This chapter contains the following sections:

• Set Report Tabs and Report Links (see page 3-2)

• Select Report Period (see page 3-4)

• View Report (see page 3-5)

• Search within Reports (see page 3-6)

• Navigate within Reports (see page 3-8)

• View Report in PDF Format (see page 3-11)

• Print Reports (see page 3-12)

• View e.Analysis and e.Spreadsheet Reports (see page 3-13)

• View Company News (see page 3-14)

• Change Report Display Size (see page 3-15)

• Change TruePortal Password (see page 3-16)


Vi e w R e p o r t sSet Report Tabs and Report Links

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .S e t R e p o r t T a b s a n d R e p o r t L i n k s

When you log in for the very first time, Reporting and Analysis displays only the Home tab, which opens your home page. You may display additional report tabs to easily access the reports you are entitled to view.

By default, Reporting and Analysis displays hypertext links to each report you can view. These report links provide you single-click access to your reports.

To display/hide repor t tabs and l i nks :

1. Log into TruePortal and access Reporting and Analysis.

2. Click the Manage button. The configuration screen for selecting display options for reports opens. This page lists all the reports you can view.

The configuration screen displays checkboxes that allow you to specify the settings that will display/hide report tabs and links.

a. To display report tab for a report, select its checkbox from the Portal Tab column. To hide a tab currently displayed on the home page, remove the selection from its checkbox in the Portal Tab column.

b. To display the hypertext link for a report, select its checkbox from the Home Page Link column. To hide a link currently displayed on the home page, remove the selection from its checkbox in the Home Page Link column.


Vi e w R e p o r t sSet Report Tabs and Report Links

c. If you do not want to display both the report tab and report link of a report, select its checkbox from the Don’t Display column. Selecting a checkbox from this column overrides the setting for the report in both Home Page Link and Report Tab columns.

3. Click OK.

Reporting and Analysis saves your setting and displays a message indicating that the operation was successfully completed.

4. Click OK to acknowledge the message and return to the home page.


Vi e w R e p o r t sSelect Report Period

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .S e l e c t R e p o r t P e r i o d

The reports available in Reporting and Analysis contain data from a reporting period defined in TrueComp Manager. Reports from multiple reporting periods may be available in Reporting and Analysis at any given time.

To sel ect t he report for a spec if ic repor t ing peri od:

1. Log into TruePortal and access Reporting and Analysis.

2. From the home page, click the Period Selector. A list displaying available reporting periods displays.

3. From the list, select the reporting period for which you want to view reports.


Vi e w R e p o r t sView Report

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .V i e w R e p o r t

The reports available from Reporting and Analysis depends on:

• Your report view access privileges

• The page-level security parameters defined for you

To view reports, click the report tab or report link of the report you want to view.

Figure 3 - 1. Report Example


Vi e w R e p o r t sSearch within Reports

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .S e a r c h w i t h i n R e p o r t s

Reporting and Analysis allows you to search for data within the current report displayed on the home page.When the search feature is active, searchable field in each report are indicated by a change in the shape of the cursor when you hover it over a field.

To search within a repor t :

1. Open the report you want to search. You can search only within the current report. Further, you can search only within the report pages you are allowed to access.

2. Click the Search button. The search frame opens. If you are viewing the HomePage report, the search frame replaces the Report Links and Company News frame; if you are viewing a report, the search frame replaces the user hierarchy tree.


Vi e w R e p o r t sSearch within Reports

3. Move the cursor over the report. When you hover the cursor over a searchable field or value, the cursor changes shape indicating that the field is searchable.

4. Click a searchable field to add it to the search. For example, if you want to view the report of a user reporting to you, click on your name (Janet Haas in the preceding illustration). The search frame reflects the Report field you selected.

5. Enter the search criterion. For example, if you want to search for Mona Mankowski’s report, enter Mona Mankowski in the Value field.

6. Click the Search Now button or Search Now icon. Search results appear in the search frame. Search results are hyper-linked for easy access.

7. Click a hyper-linked search result to view details.


Vi e w R e p o r t sNavigate within Reports

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .N a v i g a t e w i t h i n R e p o r t s

The number of report pages you can view in Reporting and Analysis depends on a combination of factors, especially your report access privileges and page-level security parameters. When a multi-page report is available, you can navigate within it either to a specific page or sequentially from a page to the next.

Navigate to a Speci f ic Report Page

Total number of pages on the report is indicated next to the navigation buttons. You can open any page within the indicated page range.

To navi gate to a spec if i c report page:

1. In the Go to page field, enter the number of the page you wish to open.

2. Click the Go button.

Navigate to the Previous or Next Report Page

To read the report pages in a sequential manner, use the Next page or Previous page buttons.

Figure 3 - 2. Previous and Next Page Buttons

Number of pages

Next PagePrevious Page



Navigate to the First or Last Page

Us the First page button to open the first page of the report, and the Last page button to open the last page of the report.

Figure 3 - 3. First and Last Page Buttons

Navigate to a Subordinate Users’ Report (Managers only)

Your position in the reporting hierarchy defines how Reporting and Analysis implements your report access privileges. If you are a manager, you will be granted access to the reports of your subordinates in the reporting hierarchy. For a detailed discussion of how reporting hierarchy is used to restrict report access, see “Reporting and Analysis Security” on page 2-3.

To navi gat e t o anot her users repor t :

1. Open the report you want to view.

Last PageFirst Page



The left frame of the report display lists all the users who report to you in the reporting hierarchy.

2. Expand the list of users and locate the name of the user whose report you wish to view.

3. Click the name of the user to view his report.

List of Users


Vi e w R e p o r t sView Report in PDF Format

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .V i e w R e p o r t i n P D F F o r m a t

Reporting and Analysis allows you to convert your report into an Adobe Acrobat file in Portable Document Format (PDF) file which you can save to your computer for later viewing or further analysis. Converting your report into a .pdf file is a good way to archive your report for later use.

To save your report as a . pdf f i le :

1. Log into TruePortal to access Reporting and Analysis.

2. Open the report you wish to convert into .pdf format.

3. Click the Create PDF button. The Reporting and Analysis: Export to PDF window opens.

4. To create a .pdf file for the current report page select the Current page radio button. To create a .pdf file for the entire report, select All pages radio button.

5. To view the report as a .pdf file, click View PDF. To the save the report as a .pdf file:

a. Click Save PDF to open the File Download dialog box.

b. Click Save to open the Save As dialog box.

c. Enter a file name and specify a location for storing it.

d. Click Save.


Vi e w R e p o r t sPrint Reports

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .P r i n t R e p o r t s

You can print Reporting and Analysis reports after converting them into PDF documents.

To pri nt your repor ts :

1. Open you report as a PDF document.

a. You can open a report as a PDF document by clicking the View PEDF button in the Reporting and Analysis: Export to PDF window. See “View Report in PDF Format” on page 3-11 for detailed procedures.

b. If you saved the report as a PDF document, open it using Adobe Acrobat Reader.

2. Click the Print icon to open the print dialog box.

3. Optionally, choose the printer that is to be used to print the report.

4. Optionally, specify the report page range you want to print.

5. Optionally, set other print options.

6. Click OK to print the report.


Vi e w R e p o r t sView e.Analysis and e.Spreadsheet Reports

V i e w e . A n a l y s i s a n d e . S p r e a d s h e e t

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .R e p o r t s

The e.Analysis and e.Spreadsheet reports are specially designed Actuate reports that present report data in an interactive manner to facilitate the decision making process.

The e.Analysis reports present report data in an interactive manner to determine relationships and trends. The e.Spreadsheet reports present report data as formatted Excel spreadsheets.

For detailed information on how to use e.Analysis and e.Spreadsheet reports, see the Actuate Documentation.


Vi e w R e p o r t sView Company News

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .V i e w C o m p a n y N e w s

A synopsis of latest news items about your organization and important announcements are listed in the Company News frame on the home page. Generally, each item displayed in this frame is hyper-linked to the source so that you can read the original news item or announcement.

Figure 3 - 4. Company News Frame

To view a company news article or announcement, click the hyper-link. The news item or announcement opens in a new browser.


Vi e w R e p o r t sChange Report Display Size

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .C h a n g e R e p o r t D i s p l a y S i z e

Reporting and Analysis allows you to change report display size to suit your report viewing preferences. You may reduce or increase the report display area.

To change your report display size, select a zoom level from the Zoom drop-down list.

Figure 3 - 5. Zoom Level List

Zoom Level List


Vi e w R e p o r t sChange TruePortal Password

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .C h a n g e T r u e P o r t a l P a s s w o r d

You must change your TruePortal password after logging in for the first time.

To change your TruePorta l password:

1. Log into TruePortal. Your default application opens.

2. Click the Change Password link near the top left corner of the browser.

The Change Password window opens.

3. In the Old Password field, enter the password you used to log onto TruePortal.

4. In the New Password and Confirm Password fields, enter the new password you want to use.

5. Click Login to change the password and to log into TruePortal using the new password.

Change Password Link


. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Glossary

Actuate Third-party application software vendor whose products are used with Reporting and Analysis to generate reports. Includes Actuate e.Report Server, Report Cast, and Management Console.

e.Analysis Option to the Actuate e.Reporting Server included with TrueComp Reporting and Analysis. Used to analyze application data in an interactive fashion. Enables users to view, analyze, and graph application information in a variety of ways.

e.Spreadsheet Add-on option to the Actuate e.Reporting Server included with TrueComp Reporting and Analysis. Used to generate, manage, and distribute information over the Internet in the form of Excel-compatible spreadsheets. Delivers the formatting and calculation capabilities users expect from spreadsheets, and provides centralized spreadsheet maintenance, archiving, versioning, and security.

LDAP Lightweight Directory Access Protocol—protocol for accessing directories on the Internet (and intranets). This protocol is used by TruePortal to look up login authentication information so that web applications can use a single list of authorized users and passwords.

LDAP database Information about people, organizational units, and groups and their access permissions.

Also known as LDAP directory.

permissions Security tool that determines who can access a file.

TruePortal User’s Guide Glossary-1Callidus Software Confidential and Proprietary

G l o s s a r y

pipeline Process by which TrueComp Manager calculates compensation by classifying valid transactions, allocating credits, calculating rewards, and defining payments. The pipeline is divided into stages.

Reporting and Analysis

Web application used with TruePortal, TrueComp, and other Callidus applications in conjunction with Actuate to generate reports that use compensation results data generated by TrueComp Manager and stored in the TrueComp Data Mart.

Repository Database.

TrueClaims Application that automates both claims and dispute resolution process. Used by compensation professionals to provide fast answers to claims disputes and simplify claims processing to reduce claims processing time.

TrueComp Administrator

Web-based tool, which provides compensation professionals access to some of the administration tasks of TrueComp Manager.

TrueComp Data Mart

Repository containing reporting data that was extracted from the TrueComp Repository. Contains cubes that hold the results data from the TrueComp Manager pipeline, and the reference data about participants and positions participating in the compensation plans.

TrueComp Manager

Module of the TrueComp Variable Compensation Suite that is used by the Compensation Team to build, administer, and maintain variable compensation plans.

TrueComp Repository

Centralized database for all TrueComp Site data, including TrueComp Manager.

TruePortal Gateway application that provides single sign-on access to other Callidus web applications.

Glossary-2 TruePortal User’s GuideCallidus Software Confidential and Proprietary

Glossa ry

URL Uniform Resource Locator—Unique identifiers that identify resources on the web or on an intranet.

TruePortal User’s Guide Glossary-3Callidus Software Confidential and Proprietary

G l o s s a r y

Glossary-4 TruePortal User’s GuideCallidus Software Confidential and Proprietary

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Index

Aaccess privileges, 2-3

CCallidus applications

TrueComp Data Mart, 2-10

DData Mart, 2-10default web application, 2-10display report tabs, 3-2

EeAnalysis, 3-13Error report, 2-15eSpreadsheet, 3-13ETL run, 2-10

HHome Page

Period Selector, 2-11home page

Company News, 2-14period selector, 2-10Reporting and Analysis, 2-9

how tochange TruePortal password, 3-16display/hide tabs, 3-2log into TruePortal, 2-7

navigate in reports, 3-8save report as a PDF file, 3-11select report period, 3-4view company news, 3-14view eAnalysis report, 3-13view eSpreadsheet report, 3-13view reports, 3-5

Ppage-level security, 2-4print report pages, 2-14

RReadme File, 1-4Release Notes

Known Issues, 1-4New Features, 1-4Usage Tips, 1-4

report security, 2-3report tabs, 2-12Reporting and Analysis

home page, 2-9Home Page report, 2-11non-participant users

proxy user, 2-6report administrator, 2-6TrueComp Administrator, 2-6user types, 2-6

overview, 2-3report links, 2-12report tabs, 2-12

TruePortal User’s Guide Index-1Callidus Software Confidential and Proprietary

I n d e x

user types, 2-6non-participant users, 2-6participant users, 2-6

Reporting and Analysis security, 2-3reporting hierarchy, 2-4reporting period, 2-10reports

access privileges, 2-3display size, 3-15eAnalysis, 3-13error, 2-15eSpreadsheet, 3-13links, 2-12manage display, 2-13navigate in, 3-8navigation Buttons, 2-13print pages, 2-14search, 3-6select period, 3-4tabs, 2-12view, 3-5

Ssearch reports, 3-6security, 2-3

page-level security, 2-4

reporting hierarchy, 2-4

Ttabs

application, 2-10display, 3-2home, 3-2reports, 2-12

TrueComp Data Mart, 2-10TrueComp Manager, 2-10TruePortal

application tabs, 2-10change password, 3-16default web application, 2-10log in, 2-7overview, 2-2

typographical conventions, 1-6

UURL, 2-7

Vvew reports, 3-5

Index-2 TruePortal User’s GuideCallidus Software Confidential and Proprietary

True Portal User Guide

Documents