Portfolio BI Launchpad Training_Participants Guide_8.27.15

Portfolio
BI Launchpad
Training
IT Training Team
Information Services & Technology
University of Maryland Medical System

BI Launchpad Training 2
Target Audience: End Users who need to run Reports to assist in their work roles.
Written by: Mehwish Qureshi & Sanjay Khan
Date Written: 4/7/2015
Date Reviewed: 5/15/205
Date Revised: 7/20/2015
For questions regarding content, please contact: Mehwish Qureshi or Sanjay Khan
(mehwishqureshi@umm.edu; sanjaykhan@umm.edu).
© 2015 by the University of Maryland Medical System
Disclosure Declaration
As a sponsor accredited by the ACCME, it is the policy of the University of Maryland
Medical System to ensure balance, independence, objectivity and scientific rigor in all its
education activities. Everyone in a position to control the content of this education activity
had disclosed all relevant financial relationships with any commercial interest. University
of Maryland Medical System has resolved any real or potential conflicts of interest and
has disclosed to the learners, as follows, any relevant financial interest with
manufacturers of pharmaceuticals, laboratory supplies and/or medical devices and with
commercial providers of medically related services relevant to the content of the CME
activity.

TABLE OF CONTENTS
HOW TO USE THIS GUIDE ......................................................................................................................... 4
“Did you know”: ................................................................................................................................. 4
Stop:................................................................................................................................................... 4
INTRODUCTION, TERMINOLOGY AND PREREQUISITES ...................................................................... 5
.. INTRODUCTION: .................................................................................................................................... 5
.. TERMINOLOGY: ..................................................................................................................................... 5
.. PREREQUISITES:................................................................................................................................... 6
.. SYSTEM REQUIREMENTS: ...................................................................................................................... 6
BI LAUNCHPAD PART I: THE BASICS...................................................................................................... 7
.. WHAT IS BI LAUNCHPAD? ....................................................................................................................... 7
.. TYPES OF REPORTS .............................................................................................................................. 7
.. ACCESS BI LAUNCHPAD ......................................................................................................................... 9
.. LOG ON TO BI LAUNCHPAD ................................................................................................................... 10
.. BI LAUNCHPAD HOMEPAGE................................................................................................................... 11
.. WORKING WITH REPORTS.................................................................................................................... 12
Access Reports ................................................................................................................................ 13
View Reports.................................................................................................................................... 15
View Latest Instance ........................................................................................................................ 16
Schedule Reports............................................................................................................................. 16
Email Reports ............................................................................................................................ 22
View History of Instances................................................................................................................. 25
BI LANCHPAD PART 2: BEYOND THE BASICS..................................................................................... 26
.. CHANGE PREFERENCES FOR HOMEPAGE .............................................................................................. 27
.. CREATE A BI WORKSPACE ................................................................................................................... 30
.. PIN A REPORT ..................................................................................................................................... 34
.. NAVIGATE A CRYSTAL REPORT ............................................................................................................. 34
.. EXPORT A CRYSTAL REPORT................................................................................................................ 35
.. CREATE FOLDERS ............................................................................................................................... 37
Set Properties of a Folder ................................................................................................................ 38
.. COPY FOLDERS................................................................................................................................... 39
.. MOVE FOLDERS................................................................................................................................... 40
.. RESCHEDULE REPORTS ..................................................................................................................... 41
.. LOG OFF BI LAUNCHPAD....................................................................................................................... 43
TRAINING WEBSITE ................................................................................................................................. 43
PORTFOLIO REPORTING WEBSITE ....................................................................................................... 45
HOW TO GET HELP .................................................................................................................................. 46

How to Use This Guide
“Did you know”:
This symbol indicates additional helpful information.
Stop:
Do not make any changes!

Introduction, Terminology, Prerequisites and System
Requirements
 INTRODUCTION:
BI Launchpad is a web based application that is used for accessing clinical and business
information in the form of Crystal Reports, Web Intelligence (WebI) reports and other
objects, organizing them to suit the users’ reporting requirements. This application gives
the user the ability to view information in a web browser, export it to other business
applications (such as Microsoft Excel and Adobe PDF) and save it to a specified location.
BI Launchpad provides analytic tools to explore business information in drill down
dashboard details. The features of BI Launchpad vary by content type and various
applications are available for the user based on their access rights.
 TERMINOLOGY:
Chronicles: A complete database management system that underlies all of Epic’s
applications. Each application builds upon the Chronicles unified data model to create
inpatient, outpatient, clinical, financial, and administrative data sets.
Clarity: An Epic application that extracts data from Chronicles and stores it on a dedicated
analytical reporting server in a relational format, organized as tables and columns.
ETL(Extract, Transform and Load): The process of extracting data from a source (in Epic,
Chronicles), transforming it to fit the reporting needs, and loading it into a database or data
warehouse for further analysis (in Epic, Clarity).
BI Launchpad: SAP BusinessObjects web application for accessing, scheduling and
distributing Crystal and Web Intelligence (WebI) reports.
Portfolio: Epic EHR; also called HyperSpace.
Universe: A semantic (abstract data) layer that resides between users and an
organization’s database (at UMMS, Clarity).
Web Intelligence (WebI): SAP BusinessObjects web/client application used for ad-hoc
reporting from a Universe.
Crystal Reports: SAP BusinessObjects client application used for ad-hoc reporting.
Xcelsius Dashboards: SAP BusinessObjects interactive drilldown Dashboard reporting.

 PREREQUISITES:
Prior to taking the Portfolio BI Launchpad Training, the user MUST take the following
Basic Epic Reporting Trainings (online):
 UMM-3710 - EPIC-Overview of Reporting and Reporting Tools
 UMM-3720 - EPIC-Portfolio BI Launchpad Reports
 SYSTEM REQUIREMENTS:
These are the following system requirements to successfully use the BI Launchpad
application:
 Java 7.0 (1.7.0_21) (Required)
 Internet Explorer 11 (Recommended)
 Screen Resolution 1920 x 1080 (Recommended)*
*For smaller screen resolution, the user will need to scroll to view the complete screen
content.

BI Launchpad Part I: The Basics
 WHAT IS BI LAUNCHPAD?
BI Launchpad is a web based application that is used for accessing clinical and business
information. The application is used to perform the following tasks:
 Access and organize Crystal reports, Web Intelligence reports and Dashboards
(formerly Xcelsius).
 View information in a web browser, export it to other business applications (such as
Microsoft Excel or PDF) and save it to a specified location.
 Use analytic tools to explore business information in detail.
 TYPES OF REPORTS
There are three types of reports that are provided in BI Launchpad. This guide will focus
on viewing and scheduling Crystal Reports.
Crystal Reports: A business intelligence client application that is used to generate reports
from a wide range of data sources. This type of report has a drilldown option that allows
the user to view data in detail.
Web Intelligence Reports: A business intelligence web/client application used to design,
modify, and generate reports.
Dashboards (formerly Xcelsius): A business intelligence client application that provides
interactive drilldown Dashboard reporting.
Features and applications available in the BI Launchpad depend on
the users’ access rights.

CRYSTAL REPORTS
WEB INTELLIGENCE (WEBI) REPORT

DASHBOARDS (FORMERLY XCELSIUS)
 ACCESS BI LAUNCHPAD
To access BI Launchpad:
1. Enter the URL http://intra.umms.org/umms in the browser field.
2. Enter Portfolio Reporting in the search box located in the upper right hand
corner.
3. The Portfolio Reporting page will appear. Click on the link for BI Launchpad
Production. This will take the user to the log in page.

 LOG ON TO BI LAUNCHPAD
1. Click on the User Name field and enter the user’s Active Directory User Name. The
User Name is not case sensitive.
2. Next, enter the Password in the Password field. The Password is case sensitive.
3. Click the Log On button.
If a password change is needed, the user will need to contact the Help Desk to request an
AD password change.
The BI Launchpad user name is the same as the AD user name
which is used to log into the network.
The user can log on to only one session of BI Launchpad. Multiple
sessions on different browsers are not allowed.

 BI LAUNCHPAD HOMEPAGE
After logging on, BI Launchpad opens with the default Home tab.
The BI Launchpad user interface includes a header panel, tabs and a workspace area
which displays user-defined objects and applications (based on user access rights).
Header Panel
Applications – Provides access to applications available in BI Launchpad based on
users’ access rights.
Preferences – Provides options for configuring how information appears in the BI
Launchpad.
Help Menu – Provides access to BI Launchpad Help topics and product information.
Log off – Allows the user to log off BI Launchpad.

 WORKING WITH REPORTS
To access public folders and reports, the Documents tab is used.
UMMS Insider Reporting Page
This page provides a single window to the user for accessing the following:
 BI Launchpad (formerly Infoview)
 Reference Guides
 Online Training Modules (SLTs)
 Report Request Instructions, and
 Account Request Form
Home Tab
My Recently Viewed Documents – Lists the last 10 documents that are viewed
with the most recently viewed document at the top.
My Recently Run Documents – Lists the last 10 documents that were run with the
status of each document instance.
My Inbox – Lists the 10 most recent unread messages in your BI Launchpad Inbox.
My Applications – Provides quick access to the applications in BI Launchpad.

This tab includes three sections: My Documents, Folders and Search.
My Documents: This section contains “My Favorites” folder and it is for the users’ use.
The users can create new folders and arrange objects within “My Favorites” folder. These
are private and cannot be seen or altered by other BI Launchpad users, although the
system administrator can edit the folders if need be.
Folders: This section contains public reports that can be used for viewing and scheduling.
Search: This section is used to search for a specific report using words or numbers. There
are two ways to search for reports and folders (the two ways are highlighted in yellow).
To access a report in Folders:
1. Click the Documents tab on the header panel.

2. Click on the Folders Section.
3. After clicking on Folders, the screen below should appear. This will give the user
access to Public Folders. The folders appear on the right of the screen.
4. To see the contents of the folder, double click on the folder. For example, double
click on “Test Folder” and right click on TestRadLov. The screen below appears
and gives the user several options. This section will cover the following options
available for each report.

Menu Options
View: This will open the
reports to view the details.
View Latest Instance: This
shows the user the last time
the report was run.
Schedule: This option is
used for scheduling reports.
History: This contains the
history of the instances.
 VIEWING A REPORT
The first time a report is viewed, the user may get prompted to install the Crystal Report
ActiveX Control. Please follow the prompts and install the control. After completing the
installation, right click on the specific report to view.
To View a report:
1. Navigate to the folder and right click on the report.
2. Select the View option. The report will be displayed, however the instance will not
be saved in the report history. Therefore, it is recommended to schedule the
report.

To View Latest Instance:
To view the most recently generated instance of a report, right click the desired report and
select View Latest Instance. The report will appear.
 SCHEDULING A REPORT
A user can schedule a report to automatically run at scheduled times. When a scheduled
report runs successfully, an instance is created. An instance is a version of the report that
contains data since the time report ran.
To Schedule a report:
1. In the Documents tab, right click on the report that the user needs to run.
Click the Refresh button on the viewer toolbar to refresh the document.
This will display the latest information from the data source. Click the
Next Page button to navigate to the next page.

2. Select the Schedule option, and a new Schedule menu will appear. The following
items are displayed:
Schedule Menu
Instance Title: This item can be used to change the report name. It will not impact the
original/repository report name.
Recurrence: This item is used to define the repeating recurrences.
Prompts (Parameters): This item provides the specific parameters needed to run the
report. Some reports will not require Prompts. If so, skip steps 5 & 6 if Prompts does
not appear in the Schedule Menu)
Filters: This item provides the internal logic used in report development.
Formats: This item determines the format output.
Destinations: This item provides the file output location. The Default Enterprise
Location is pre-selected for the user. The following destinations are provided: BI Inbox,
Email, FTP Server and File System.
Print Settings: This item provides a printing location.
Events: This item allows user to schedule a report based on an event.
Scheduling Server Group: This item sets the default server for scheduling. Do not
change the default Server setting.
Languages: This item provides the user an option to select a language. Do not change
the default Language setting.

3. By Default, the Instance Title is selected. The user can change the report name by
simply entering in the Instance Title field.
4. Next, click on Recurrence from the Schedule menu options. Below is the list of
Recurrence options that are available.
Option Description
Now Report will run now (immediately after scheduling).
Once
Report will run only once based on the Start Date/Time and End Date/Time.
Reports will not run after the end time that is specified.
Hourly
Report will run every Hour and Minutes specified in the schedule (0- 24 Hours
schedule). The Start & End Date/ Time and End Date/Time will specify when the
report will start and finish. The Hourly option is not recommended since the data is
refreshed once daily.
Daily
Report will run once every Days (N) (number of days) specified in the schedule. For
example, if “1” is entered, the report will run every day based on Start Date/Time and
End Date/Time. If “5” is selected, the report will run every 5 days once based on
Start Date/Time and End Date/Time.
Weekly
Report will run every week on the following days (Monday – Sunday) based on the
selection. If Monday is selected, the report will run every Monday based on the Start
and End Date/Time. The user can select all the days or specific days.
At least one day needs to be selected.
Monthly
Report will run every Month (N) (number of months). “1” indicates it will run every 1
month.
Nth Day of
Month
Report will run on the Nth day of each month. If “10” is selected, the report will run
every month 10th day.
1st Monday of
Month
Report will run on the 1st Monday of each month based on Start & End Date/ Time
and End Date/Time.
Last Day of
Month
Report will run on Last Day of each month based on Start & End Date/ Time and
End Date/Time.
X day of Nth
Week of the
Month
Report will run on any days between Monday to Sunday of any week (1- 5) of the
month.

The Reporting team manages specific options. To receive access, the
requests should be submitted via a helpdesk ticket. The Calendar
option is only available by request.
5. Next, depending on the report, a Prompts (parameters) section might appear after
Recurrence. Click on Prompts and a new screen will appear (skip steps 5 & 6 if
Prompts do not appear in the Schedule Menu)
6. Click on the Edit Values button to add or change the scheduling value.
A report will not run successfully if values for all ‘*’ Required parameters
are not chosen. An [EMPTY] value is allowed for a non-required
parameter or one without ‘*’.

7. After Prompts or Recurrence, Filters is the next item in the Schedule Menu.
8. Next, a Format is selected. To choose a Format, Click on Formats.
9. Select PDF from the drop down box. There are several other formats that are available
for the user. The following options are available.
Format Description
Crystal Reports
This format will display the report in Crystal view. The Crystal
report client application will be required to use this format.
Crystal Reports (RPTR)
This format will display the report in Crystal view, however in
Page Layout files. The Crystal report client application will be
required to use this format.
Microsoft Excel (97-2003)
This formal will display the report in Microsoft Excel with the
export options that have been defined.
Microsoft Excel (97-2003) (Data Only)
This format will display only data for the report in Excel.
Microsoft Excel Workbook (97-2003)
This format will display the report in the workbook format in
Excel.
Microsoft Word (97-2003) This format will display the report in Word.
Do not make any changes to filters.

PDF
This format will display the report with a complete description
of a fixed-layout flat document. PDF is recommended for
printing.
Rich Text Format (RTF) This format will display in notepad.
Microsoft Word- Editable (RTF) This format will display a text file.
Plain Text This format will display in notepad.
Paginated Text
This format will display the content into discrete pages, either
electronic or printed pages.
Tab Separated Text (TTX) This format will display a simple text format.
Separated Values (CSV)
This format will display the report in plain text form where the
file is a sequence of characters.
XML
This format will display markup language that is defined by a
set of rules
10.Next, select a Destination. The following destinations are provided: BI Inbox, Email,
FTP Server and File System. Email is one option that is frequently selected by users.
Destination Description
Default Enterprise Location
If this option is selected, the instance is saved to the Default location,
which is the File Repository Server (FRS).
BI Inbox
If this option is selected, the instance is saved to the inboxes configured
on the job server (personal inbox).
Email If this option is selected, the email addresses can be specified.
FTP Server
If this option is selected, the instance is saved to the FTP server
configured on the job server.
File System
If this option is selected, the instance is saved to the files in the shared
network location.

To Email a report:
1. Select Email for the Destination on the drop down box.
It is recommended to “Keep an instance in the history” box selected as
this keeps the instance in the history of the report AND leave the “Use
default settings” box unchecked.
2. Enter From: and To: for the email addresses.
A To: and From: are required.

3. To add a subject, click on “Add Placeholder.” The options available for placeholders
along with its syntax are shown below. A personalized subject may also be used. An
example with placeholders and a personalized subject of Weekly is shown below.
Placeholder Syntax
Title %SI_NAME%
ID %SI_ID%
DateTime %SI_STARTTIME%
Email Address %SI_EMAIL_ADDRESS%
User Full Name %SI_USERFULLNAME%
Owner %SI_OWNER%
File Extension .%EXT% (only available for filename only)
A subject and a message are optional. When the report has finished
running, an email will be sent to the designated email address. The
user has the option to write a personalized subject, select placeholders
or use both.

4. Next, click Use Specific Name to make the Add File Extension checkbox available.
Add spacing and/or special characters (e.g. hyphen or underscore) to
separate place holders and text in both subject and filename
(highlighted in yellow)

5. Enter a personalized file name and/or use a placeholder.
6. Click Schedule at the bottom right corner of the screen. The report is now scheduled
to run with the selected settings.
7. Then, select Events from the schedule menu.
8. Highlight and use > to move the Event from “Available Events” to “Events to wait for.” If
the user would like to remove the event, then use <.
Do not make any changes to Print Settings, Scheduling Server Group,
and Languages. If changes are needed, please submit a request. All
changes are made by the Reporting team.
ALWAYS select file extension, otherwise the report will not open.
The Events selection confirms the daily ETL process is completed prior
to a running scheduled report. This does not apply to reports with a
Recurrence of 'Now'. If so, the report will remain in a Pending status.

 VIEW HISTORY OF INSTANCES
To View the History of Instances:
It is also possible to view prior instances of a report by clicking the History option.

BI Launchpad Part 2: Beyond the Basics
The homepage for BI Launchpad can be viewed in different settings. The user has the
option to select the Use Default Settings (Administrator Defined) or Custom Settings (Set
UMMS DEV BI Launchpad start page).
The Set UMMS DEV BI Launchpad start page provides two tabs: Home and Documents.
Home: This option has two selections: “Default Home Tab” and “Select Home Tab”.
“Default Home Tab” provides BI Launchpad default page, whereas with “Select
Home Tab”, user has the option to select and set a Home Page of his/her choice
using “Browse Home Tab” button when they log on to the BI Launchpad. The
“Select Home Tab” can only be used if a BI workspace has been created (steps
provided later).
Documents: This option gives the user two selections: My Documents (My
Favorites) and Folders (Public Folders). If My Documents is selected, the user will
see the Documents tab when they log in. If Folders is selected, the user will see
Public Folders or the folder they choose (Select Public Folder-Browse Folder) when
they log in.
Additionally, the user can select different viewing options by using these items:
Choose Columns to Display on Documents Tab: This option can be used to have
specific columns displayed when viewing. The columns that are provided for viewing
include Type, Last Run, Instances, Description, Created By, Created On, Location
(Categories), Received On (Inbox) and From (Inbox).
Set document viewing Location: This option can have the documents viewed in tabs (in
UMMS BI Launchpad portal as tabs) or multiple windows (in multiple full screen browser
windows, one window for each document).
Set the maximum number of items per page: This option can be used to choose the
number of items that can be displayed when viewing.

 TO CHANGE PREFERENCES
This is the default homepage. The user can change the default homepage by selecting
different preferences.
To change Preferences for the homepage:
1. On the header panel, click Preferences.

2. The Preferences dialog box appears, showing general preference options. In
the Preferences dialog box, by default General is highlighted.
3. Uncheck the Use Default Settings (Administrator defined) check box. The options are
editable and contain default values, until they are changed. When unchecked, by
default the Home tab is selected.
4. To change from Home to Documents Tab, select Documents tab and vice versa.
5. To display the Documents tab, select Documents tab, and select Folders.

6. The user also has the option to pick the columns for viewing of the reports (Choose
Columns to Display on Documents Tab). The choices provided are Type, Last Run,
Instances, Description, Created By, Created On, Location (Categories), Received On
(Inbox), From (Inbox).
For example, if Type, Last Run, Instances and Descriptions are selected, these will be
listed for each report on the header panel.
7. The user can also set the maximum number of items per page box. To increase or
decrease the number of items, type the number of items to display per page. By
default, it is set to 50 items per page.

8. Click Save & Close on the bottom right corner to save these preferences.
 CREATE A BI WORKSPACE
Users can customize their workspaces and in the BI Launchpad.
To create a BI workspace:
1. Click on Applications and select BI Workspace.

2. Navigate to BI Launchpad Modules and choose one of items.
3. In this example, select My Applications and drag it over to the workspace area.

4. Click on Public Modules and choose a folder. In this example, Test Folder is selected.
5. Click on Test Folder and a drop down of the reports will appear. Choose a report and
drag it to the workspace area.
6. Select Save As on the BI workspace toolbar. The Save As window appears with the
"My Documents" displayed by default.

7. The Save As window appears with the "My Documents" displayed by default. In the left
pane, click Folders.
8. Enter a File Name and click Save. The BI workspace will be saved in the tabs and the
specified folder location.

 PIN A REPORT
The user has the option to Pin reports which is located on the tab of the report. The user
can use this option if they regularly view a report and would like to immediately see it when
they log in. The report is saved in the tabs.
Crystal Reports
 NAVIGATE A CRYSTAL REPORT
When Crystal Reports are chosen as the format, the Crystal Report Viewer provides
several useful functions in viewing the report.
Navigation Buttons
A. Print – This button prints the report (printing preferences are based on the
users’ local printing setup).
B. Refresh – This button will provide updated data from the data server.
C. Export – This button can be used to export the report to a different format.
D. Next Page- This button navigates to the next page.

 EXPORT A CRYSTAL REPORT
To Export a Crystal report:
1. Click the Export button on the left of the navigation toolbar.
2. An Export Box will appear.
3. Click on the drop down menu to select the intended file format.

PDF gives the best view. Export to Excel if the data needs to be
manipulated.
4. Click the Export button in the bottom right corner of the Export box.
5. Click Yes to open and view the exported report.
There are two screens that could appear according to the users’ version of Internet
Explorer. The options Open and Save will appear. The Open option will open the report
immediately. The Save option will prompt the user to save the report to a specified
location.
If the user has Internet Explorer 11, the screen below will appear.
If the user has an older version of Internet Explorer, the screen below will appear.

 CREATE A FOLDER
BI Launchpad gives users the option to create folders. The ability to create custom folders
is only available within My Favorites.
To Create a folder:
1. Click on Documents on the header panel.
2. Click on New and select Folder.
3. When prompted, enter a new folder name in the field and click OK.
When the folder has been created, the properties of a folder can be edited. This enables
the user to change the name, description, and keywords of the folder. Keywords can be
used to search for folders. The Keywords field gives the user the ability to provide words
that will be helpful when searching for a report.

To set properties of a folder:
1. Right click on folder and chose Properties.
2. Enter the Folder Name, Description and Keywords.

 COPY A FOLDER
BI Launchpad allows the user to make copies of folders. This enables the user to edit the
new folder while keeping the original version.
To Copy a folder:
1. From Document List, select the object you want to copy.
2. Click Organize and select Copy.
3. Navigate to the folder the user wants to copy.
4. Click Organize and Paste. The folder is pasted in the My Favorites section.
The screen below appears showing a copy of the folder.

 MOVE A FOLDER
If the user needs to reorganize folders, cutting items from their current location and pasting
them into a new location can be used. Cutting an object copies it to a clipboard; the object
is only deleted when it is pasted in a new location.
To Move a folder:
1. From Document List, select the folder to move.
2. Click Organize and select Cut.
3. Navigate to the folder that needs to be moved.
4. Click Organize and Paste.

 RESCHEDULE A REPORT
There may be cases where the user needs to make changes to an existing report
schedule (e.g. parameters, formats, and destination). If needed, reports can be
rescheduled. In this case, the Replace option section will appear. The replace option gives
the user two choices to select. These choices are Replace existing schedule and Create
new schedule from existing schedule.
Replace existing schedule: This option will substitute the previous existing schedule.
Create new schedule from existing schedule: This option will generate a new schedule.
To Reschedule a report:
1. Select a report to reschedule.
2. Right click and choose History.
3. Highlight a report and select the drop down menu of More Actions> Reschedule.

4. A Reschedule Menu will appear. Click on Replace.
To substitute the previous existing schedule, choose Replace existing schedule. This
option will only work for those reports that are recurring which belong to the user.
To generate a new schedule, choose Create new schedule from existing schedule.
This option is selected if the user would like to have multiple recurring reports. The
reports also must be owned by the user.
5. Next, review the various sections: Instance Title, Recurrence, Formats, Prompts,
Events and Destinations for any missing information.
6. Click Schedule at the bottom right corner of the screen. The report is now scheduled
to run with the selected settings.
Recurring schedules created by the Reporting Team are maintained and
managed by BusinessObjects Administrator. Users who create their own
recurring schedules are responsible for maintaining those instances.
Submit a Help Desk ticket to have recurring schedules created by the
BusinessObjects Administrator.

Do not make any changes to Print Settings, Scheduling Server Group
and Languages.
 LOG OFF BI LAUNCHPAD
At the top right of the BI Launchpad window, click the “Log Off” button. This will return you
to the “Guest” login page. Now it is safe to close the Internet browser.
Training Website
Your online training modules are located on our training website to assist you. Use the link
below to access the Portfolio Learning Community Website:
https://portfoliolearningcommunity.umms.org
You may also use the link above to register for the following Simulated Learning Trainings
(SLTs):
UMM-3710 - EPIC Overview of Reporting and Reporting Tools
UMM 3720 - EPIC Portfolio BI Launchpad Reports
BI Launchpad is a multi-user system, but with a limited number of
users’ licenses available. If users do not log off, a license is “locked”
and unavailable for other users. Therefore, it is very important to logoff
properly after finishing a BI Launchpad session.

If you are logging in for the first time:
 Username is Employee ID for employees or HealthStream IDs for contractors
 Password is the first three letters of your first name plus the first three letters
of your last name.
o If your name is shorter than three letters, use numbers starting at 1 to complete
the three digits.
o If your name ends with Jr. or IV, please use that as your last name and add
numbers to equal three characters.
o You will be directed to change your password upon your first login.
Examples
Name Initial Password
Mary Breakaway marbre
Jo Mary Smith jo1smi
Lee Wu leewu1
Michael Jackson Jr micjr1
L Thomas Smith IV l12iv1
Portfolio Learning Community Home Page:
The Home page introduces how to get started with your Portfolio Learning. Click on ‘Take
Me to My Online Learning’ or navigate to the Learning Page.
Learning Page:
 You have been assigned simulation based on your role within UMMS.
 Assigned Simulators display under the Assigned Modules tab.
Assigned Modules/Simulators:
 For the best learning experience, complete the simulations in the order they are
assigned.
 Complete all of your assigned simulations prior to attending Instructor-Led Training
 To open a simulator, click on the course name.
 Each simulator has associated tests for each lesson. All tests must be passed with
a 90% and the introduction in the simulator must be watched in full to receive credit
for the course.
 Assigned Events
 You have been assigned at least one Event in which you must attend.
 Please look under Assigned Events to note the date and time of your next Event.

Completed Modules:
 After you have passed a simulator training, it moves into the Completed Modules
tab.
 You may open and complete a module/simulator an unlimited number of times from
the Completed Modules tab.
 Learning Catalog
 Portfolio courses, not assigned to you, may be found within the Learning Catalog.
 Once you have registered for a course, it moves the course to the Assigned
Modules tab.
Portfolio Reporting Website
The Portfolio Reporting Website also contains additional online training modules and
reference guides to assist you. Use the link below to access the Portfolio Reporting
website:
http://intra.umms.org/umms/departments/ist/apptraining/portfolio-training/for-sites-already-
live-on-portfolio-training-information/reporting
OR
1. Go to the UMMS Intranet Home page
2. Enter Portfolio Reporting in the search box and
 click on the first “Reporting | University of Maryland Medical Center” link
OR
 navigate from the home page to the Reporting page using this path:
Home › Departments And Services › Information Systems and Technology › Application
Training › Portfolio Training › For sites Already Live on Portfolio - Training Information›
Reporting

How to Get Help
Call the Help Desk at (410) 328-HELP
OR
Email the Help Desk at HelpDesk@umm.edu

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