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Designing processes - EMC Community Network

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<strong>Designing</strong> the New Accounts by Customer Type report<br />

10. Repeat steps 2–9 twice and enter the following data:<br />

AccountType<br />

Platinum 30<br />

Silver 1000<br />

AccountTypeAmount<br />

After you have completed three <strong>processes</strong>, you are ready to design the New Accounts by Customer<br />

Type report.<br />

<strong>Designing</strong> the New Accounts by Customer Type<br />

report<br />

1. Log in to PRS.<br />

2. Right-click the New Account Opening Reports category and select New > Simple Report. The<br />

New Simple Report dialog opens.<br />

3. In the Name field enter New Accounts by Customer Type and click Finish.<br />

4. From the Palette select the Business Data report entity category.<br />

5. Place the CustomerType report entity on the canvas. By default the AccountType and<br />

AccountTypeAmount fields are selected.<br />

6. Click the Refresh button in the Data Source Preview window. The values you entered during<br />

the process display.<br />

150 <strong>EMC</strong> Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide

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