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General Navigation 

The WebFOCUS content can be accessed using the resource tree found along the left-hand margin. Additional functions and information can be found within the resources tool bar resource toolbar along the upper right of the screen at login time. The list of content folders will vary varies based on the access granted to each user.

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Expanding a Folder

To expand the menu tree on the left and to access the reports within each subject area, click on the

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arrow to the left of the folder name.

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Folders 

  • Standard Reports Folder

    : contains many different

    standardized reports

    standardized reports that prompt you for specific information to generate a report that is unique to your organization.

  • My Content Folder

    – is used to store

    : stores customized reports that you have designed, as well as any schedules you have created using Report Caster.

  • Shared Content Folder

    : holds

    ALL WebFOCUS

    all of WebFOCUS users’ shared reports within each individual’s

    own

    folder (alphabetical by first name).

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  • Different folders include Standard Reports, My Content, and Shared content.Image Added

Running a

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Report 

  1. Expand a content folder and click click on the name of the report.   The parameters screen will display (some . Some reports are set to generate output with no user input).

  2. Enter

    your

    required parameters.


    Report Parameters Image Removed

    Note

    1. Some parameter boxes are

    multi‐select. You can hold
    1. multi-select. Hold down the

    CTRL
    1. Control key and click to select multiple options.

     
    Multi-select Status parameter Image Removed
    1. Reports can be output in HTML, PDF, or Excel. When output to HTML, links in the report lead directly to relevant KFS screens or other WebFocus reports.
      enter required Report Parameters Image Added

  3. Click Run in a new window.
    click Run in new windowImage Modified

  4. Click Run to submit the request. 

    NoteDO NOT
    1. Do not close a report in progress by clicking the top right

    x
    1. X.

     
    1. If a report is in progress

    ,
    1. and the progress window is closed by clicking the top right

    x
    1. X, the report will continue to run in the background

    , therefore you will need to navigate to Tools | Stop Requests, which is located
    1. . Instead, navigate to Tools > Stop Requests (at the top right of the main WebFOCUS dashboard).

      
    Stop RequestsImage Removed Note
    iconfalse
    If you need
Info

For general assistance

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or

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to report an issue with WebFOCUS,

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log a ticket directly with the Technology Support Center.

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Filter by label (Content by label)
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