1. BusinessObjects: Overview

The new reporting tool available within WellSky Community Services (formerly ServicePoint) is called BusinessObjects and is replacing the Advanced Reporting Tool or ART. Going forward, BusinessObjects is the module utilized to generate custom reports from the data recorded in the HMIS. This guide is intended to provide a basic overview of BusinessObjects and provide links to guides on how to use different parts of BusinessObjects.

From ART to BusinessObjects

The Advanced Reporting Tool (ART) was built using version 3.1 of the SAP BusinessObjects software and was named "ART" by WellSky (the software vendor). The new reporting tool, which is being referred to by the software vendor as BusinessObjects, is version 4.3 of the SAP BusinessObjects software. In other words, this is not an entirely new reporting system - it is an upgrade.

One of the main benefits of this upgrade is that ART reports have been copied into BusinessObjects and can be found in the same area within the folder structure. There may be a small number of changes between ART and BusinessObjects with regard to reporting availability and folder structure due to clean-up and reorganization of the system by the ICA Reporting Team. Users who were familiar with ART will be able to locate reports in BusinessObjects once they have become familiar with the user interface.

Data Warehousing

Like ART reports, BusinessObjects reports are built from a "data warehouse" which rebuilds overnight Monday through Saturday, as well midday Monday through Friday. The start times of the overnight rebuilds vary based on several factors, but the midday rebuilds are scheduled to start at 12 pm Mountain Time. Warehouse rebuilds typically take up to 45 minutes to complete. Any changes that are made to data in WellSky Community Services will not be shown until after the data warehouse rebuilds. Users with BusinessObjects licenses can see when the last rebuild was by following this path: Folders > Public Folder, then look at the date and time refreshed on the row for the casperwy_live_folder.

User Interface

Users can access BusinessObjects by clicking on the Reports menu on the left-hand side of the screen, followed by clicking on the tile that says "SAP BusinessObjects" within the custom reports section. When this tile is clicked, a new tab will open in the browser with the BusinessObjects BI LaunchPad in it. In the LaunchPad, there are three different tiles, plus some additional feature buttons, as shown in the screenshot below.

Important! Due to a minor bug in the current version of BusinessObjects, you may have more buttons appear on your BI Launch Pad than are shown below. In the event this occurs, use only the buttons identified in this guide, and notify the helpdesk that other buttons have appeared so we can investigate and gather more information that can be provided to the software vendor. We have not identified any other issues outside of the BI Launch Pad which affect general HMIS users with BusinessObjects licenses and this should not have any effect on your ability to use BusinessObjects.

A: Folders (formerly ART Browser)
Use this tile to open the folder structure and locate the individual report(s) you wish to run. Learn more.
B: Instances (formerly Scheduled Reports)
Use this tile to open a list of reports you've previously scheduled. Learn more.
C: BI Inbox (formerly Inbox)
Use this tile to open the inbox which contains all of the reports you have sent to yourself. Learn more.
D: BI Launch Pad (new feature)
This menu can be utilized to flip between different open reports if you have more than one report open at a time.
E: Search Tool
This is intended to allow you to search for reports by name. ICA recommends using the Folders button to find and run reports instead.
F: Screen Refresh
This can be utilized to refresh your BusinessObjects Home Page if needed.
Note: This does not initiate a Data Warehouse rebuild.
G: Announcements
Announcements from SAP BusinessObjects will be located here.
H: Web Assistant (User Guide)
This is a user guide made by SAP, the creator of BusinessObjects. ICA has additional general guides available on Wyoming KnowledgeBase.
J: User Settings
This allows you to customize the appearance of your individual BusinessObjects account. ICA has set up each user setting to align with the screenshots within these guides.

Troubleshooting

HTML 500 Error

If, upon clicking on the BusinessObjects tile, you get a message about an HTML 500 error, just close the tab, then click on the BusinessObjects tile again. You should be able to log in. If you are not, please use the "Contact the Helpdesk" button in the lower right-hand corner of the screen to request assistance.

Freeze Up/Crash

In the event BusinessObjects freezes up or crashes, close the tab and then go back to WellSky Community Services and click on the BusinessObjects tile again. If WellSky Community Services has also frozen up or crashed, you may need to close both tabs. In that event, you can open up a fresh tab for WellSky Community Services and re-open BusinessObjects once you've logged into the system. If you still have difficulty, please use the "Contact the Helpdesk" button in the lower right-hand corner of the screen to request assistance.

Failure to authenticate to BusinessObjects

If, after clicking the SAP BusinessObjects button to open it, you receive an error stating Failure to authenticate to BusinessObjects, please use the "Contact the Helpdesk" button in the lower right-hand corner for assistance.

News & Updates

When the final transition from ART to BusinessObjects is underway, any important updates for users will be posted here.

DATE Updates to the folder structure

During this reporting tool transition, ICA Reporting Team has taken the opportunity to make some improvements to our reports and folder structure.

August 5, 2022, Update

ICA has submitted a request to have the final switch from ART to BusinessObjects occur overnight between Tuesday, August 9 and Wednesday, August 10. This means that as of August 10, ART will no longer be available, even to the ICA Reporting Team, and that all reports that used to be pulled out of ART will be pulled out of BusinessObjects. Here are some important reminders:

If you have any completed reports you have saved within ART and wish to keep them past August 9, you will need to download them to your computer or a secure storage system.
Demonstration Videos are available on this Knowledge Base. Links to each of the videos are included below for your convenience.
Any questions you have regarding the switch or pulling reports should be sent to the ICA Missouri Helpdesk using the "Contact the Helpdesk" button in the lower right-hand corner of the screen.
Some changes to the folder structure and location of some reports have changed. More details on these changes are available in the Locating Reports in the Folder System guide.

Demonstration Videos

The passwords to watch these videos are available in the ServicePoint System News or available from our helpdesk. To request the passwords, use the "Contact the Helpdesk" button in the lower right-hand corner of the screen.

Navigation & Locating Reports (approx. 8 minutes)
Running Reports in View Mode (approx. 12 minutes)
Running Reports in Schedule Mode (approx. 11 minutes)
Finding Previously Scheduled Reports (approx. 8 minutes)

July 28, 2022, Update

The final webinar on BusinessObjects which will be provided prior to the switch from ART to BusinessObjects has been scheduled for August 2, 2022, at 1:30pm. Click here to register. If you are unable to attend the webinar, please be aware that a recording of the webinar, with closed captions, will be made available on this page as soon as possible after the webinar is held. Users may also utilize the various pages of this BusinessObjects guide.

Per the information provided to us by WellSky, the software vendor, we expect the final switch from ART to BusinessObjects to occur the week of August 8, 2022. Until the switch occurs, please continue using ART for official reporting purposes unless otherwise instructed by ICA. Additional notices will be posted in this guide and in the System News in WellSky Community Services (formerly ServicePoint) as the transition progresses.

Please also note that the Setting Prompts in Reports page of this guide has been updated to align with a recent system update.

As always, please use the "Contact the Helpdesk" button in the lower right-hand corner to send us any questions.

July 15, 2022, Update

The June 6 webinar recording, which has been edited for clarity and conciseness and has had closed captions added to it, can be viewed below. The password to watch the video is available from the helpdesk using the blue "Contact the Helpdesk" button in the lower right corner of the screen. Questions about BusinessObjects may also be communicated using the blue "Contact the Helpdesk" button.

Please continue to use ART for official reporting purposes until otherwise notified by ICA. Notices will be posted in this guide and in the System News in WellSky Community Services (formerly ServicePoint).

Need Assistance?

If you have any other questions about how to use BusinessObjects or need assistance, please use the "Contact the Helpdesk" button in the lower right-hand corner of the screen to request assistance.