Managed Reporting Tools Enhancements

In this section:

Managed Reporting provides a selection of reporting tools that can be used to create and edit reports, manipulate data in existing reports, submit reports for background processing, and view reports while protecting sensitive or confidential information. Managed Reporting provides a streamlined reporting environment that virtually eliminates the complexities of corporate data.

Users of Managed Reporting can tailor reports to meet their individual business needs, without knowing the details of the underlying data source and reporting language.


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Alert Tools

Authorized users can run an Alert test interactively and optionally schedule it to be distributed by ReportCaster. The following image shows basic Alert processing.

  1. The Managed Reporting Developer, authorized to use the Alert Assist or the Alert Wizard tool, creates an Alert test and designs the report to be run if the Alert condition is true.
  2. If the Alert test is true, the WebFOCUS Reporting Server runs the Alert result, which is the running of the designated report procedure.
  3. If the Alert test is false, the Alert result is not run.

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Alert Assist Application Menu

In the upper-left corner of the browser window is the Alert Assist Main menu. When you click this menu, a drop-down list containing the Save, Save As, Run, and Close options appear. Some of these options are also on the Quick Launch toolbar.

The following image shows the expanded Alert Assist Application menu.

Save

Save the Alerts. This option is disabled until both parts of the Alert are created.

Save As

Saves the current Alert with a new name. The Save As dialog box displays a field in which you enter the new name. This option is disabled until both parts of the Alert are created.

Run

Submits the Alert procedure to the Reporting Server. This option is active when both parts of the Alert have been created. The output always opens in a new browser.

Close

Closes the current Alert and prompts you to save any changes.

Exit

Exits Alert Assist and prompts you to save any pending changes to the open Alert.

Alert Assist Quick Launch Toolbar

The Alert Assist Quick Launch toolbar contains the following items.

Icon

Function

Save Alert icon

Saves the Alert. This option is disabled until both parts of the Alert are created.

Undo action icon

Reverts back by undoing one action.

Moves forward by redoing one action.

FOCEXEC icon

Displays the Alert procedure code in a read-only window.

Run Icon

Submits the entire Alert procedure to the Reporting Server. This option is active when both parts of the Alert have been created. The output always opens in a new browser.

Options Ribbon

Under the Alert Assist Quick Launch toolbar is a ribbon. When Alert Assist first opens, none of the ribbon options are activated.

You must select the Test node or Result node to activate the New option, as shown in the following image.

Active New option in ribbon

You must create a Test to activate the remaining options, as shown in the following image.

The ribbon contains the following options:

Navigation Group

New

Displays a menu from which you can choose to create a new WebFOCUS Report or Test for File Existence when Test or Result is selected. New provides the same functionality as if you right-clicked the Test node and created a report from the menu.

Open

Invokes InfoAssist so that you can make changes to the report when an Alert Test or Alert Result is selected. The Open option is only activated after a report test is created.

Edit

Opens the Report on FILENAME data source dialog box when an Alert Test or Alert Result is selected. You can then edit the report in a text editor.

Run

Runs the report in a new browser window when an Alert Test or Alert Result is selected.

Delete Group

Delete

Removes the report from the Alert Test or Alert Result node.



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Reporting Objects Enhancements

The following are enhancements to the Reporting Objects tool for both the browser and Developer Studio. You can access the Reporting Objects tool from the BI Portal and Dashboard browser interfaces.

Additionally, the user interface of the Reporting Objects tool in the browser has been redesigned to match the look and feel of other WebFOCUS components.


WebFOCUS