Creating Reports

Topics:

How to:

You can use the following procedures to create a basic report.

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Procedure: How to Create a Report From the BUE Portal

After you have signed in to the WebFOCUS Business User Edition, you can work with an existing folder, or create a new folder in the Resources tree to store your reports.

  1. Right-click the folder that you want to use, point to New, and then click Report.

    Or

    Select a folder and on the Home page, on the Quick Links tab, under Create, click Report.

    InfoAssist+ opens.

  2. From the Open dialog box, select the data source that you want to use, and click OK.

    The data source that you selected appears in the Data pane.

  3. Drag fields onto the canvas or into the Query pane to begin building your report.

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Procedure: How to Create a Report From the Application Main Menu
  1. In the upper-left corner of the InfoAssist+ interface, click the IA button to open the Application Main Menu.
  2. From the Application Main Menu, click New.

    The InfoAssist+ splash screen opens.

  3. On the InfoAssist+ splash screen, select Build a Report.

    The Open dialog box opens.

  4. From the Open dialog box, select the data source that you want to use, and click Open.

    The data source that you selected appears in the Data pane of the Resources panel.

  5. Drag fields onto the canvas or into the Query pane to begin building your report.
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Procedure: How to Create a Report From the Quick Access Toolbar
  1. On the Quick Access Toolbar, click the New icon.

    The InfoAssist+ splash screen opens.

  2. On the InfoAssist+ splash screen, select Build a Report.

    The Open dialog box opens.

  3. From the Open dialog box, select the data source that you want to use, and click Open.

    The data source that you selected appears in the Data pane of the Resources panel.

  4. Drag fields onto the canvas or into the Query pane to begin building your report.
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Procedure: How to Create a Report From an Existing Chart
  1. Open the chart that contains the data that you want to present in a report.
  2. On the Home tab, in the Format group, click Report.

    The data is presented as a report.

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Choosing a Report Output

The following output types are available for reports:

Note: When you create a report in Document view, you have access to Excel only.

When you create a report in Live Preview or Query Design view, you have access to the following Excel output types:


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