Creating Content

In this section:

This section reviews the various ways in which you can create content.


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Creating New Folders and Subfolders

Use the following steps to create a new folder or subfolder.

  1. Right-click a given folder by either pressing Shift+F10 or your Application key.
  2. Navigate to New.
  3. Press the Right Arrow key to open up the New submenu.
  4. Navigate to the Folder option and press the Enter key. The New Folder dialog box will open.

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Running Reports

In this section:

Use the following procedure to run an existing report.

Important: Your Virtual PC cursor must be enabled in order to navigate the report output.

  1. Right-click a report.
  2. Choose Run and press the Enter key on it.

    The report will open in the output format the report was saved in.

    Important: Your Virtual PC cursor must be on in order to navigate the report output. To enable the Virtual PC cursor, press Insert+Z.



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Open Existing Reports

Use the following procedure to open an existing report.

  1. Right-click a report tree.
  2. Use the Down Arrow key to move to the Edit option or Edit with option.
  3. Press the Enter key to open the Edit dialog box.

    Note: If you are using the Edit with option, use your Right Arrow key to open the associated submenu.

  4. Choose the application you wish to use to edit the report.


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Saving Reports

The following information applies to saving reports.

  1. Press the Spacebar on the Save button or press Ctrl+S to open the Save dialog box.
  2. In the Save dialog box, use the Tab key or Shift+Tab to move between the areas of the dialog box.
  3. In order to complete the Save operation, you must tab to the Save button and press the Enter key.


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Navigating Auto-Prompt Reports

When accessing an auto prompting report, ensure that:

You will have the opportunity to either Run or Save this report.

If you forget to check the Run in Separate Window check box when you run the report, use your frames command (Insert+F9) to navigate to the report. It will open in a frame below the report options.

Saving this report in the same Save As dialog box, as described, will open the report.


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Creating Alerts

Use the following information to access Alert Assist and create an alert.

  1. To access Alert Assist, right-click a folder in the tree by pressing Shift+F10 or your Application key.

    Note: You will have to press Shift+Tab, then click the OK button to close a dialog box.

  2. Press the Enter key on OK again to confirm that you are running Alert Assist in 508 mode.
  3. Check that your Virtual PC cursor is off. If it is not off, press Insert+Z to turn it off.
  4. Tab to the Metadata tree to choose either Test or Result. Use your Down Arrow and then press the Enter key on either option to complete this step.

    Note: When accessing the New option from the Home ribbon, you need to press the spacebar when choosing the Existing file option. If you press the Enter key, you will get an error message.


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Creating Schedules

You can create a schedule using the following procedure:

  1. To open the scheduler, right-click a folder or file in the tree by pressing Shift+F10 or your Application key.
  2. Navigate to New.
  3. The End User Scheduler opens and you are placed in an edit field to name the schedule.

    There is a Title field and a Summary field. Title is required to save the schedule.

  4. You can then use your Tab key to move through the Properties ribbon of the Scheduler.

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Creating Distribution Lists

You can create a distribution list using the following procedure:

  1. You can access the Distribution Lists option by right-clicking on a folder or file by pressing Shift+F10 or your Application key.
  2. Navigate to New and then select Distribution List.

    Note: You can also choose the Distributions ribbon by selecting the Distribution radio button from the Schedule interface. In order for the ribbon to change, you must select the various ribbons by pressing the Spacebar on a radio button. Simply using your arrow keys to select the radio button is not sufficient.

  3. You will be placed in the Title field. This is where you will name your distribution list.
  4. After naming your distribution list, either press Tab or Shift+Tab back to the Add New button and press the Spacebar to activate this option.

    You are automatically placed in the Email Address field where you list to whom you want to send this distribution.

  5. Tab to the OK button and press the spacebar.

    Note: You can repeat this as many times as needed.

    After you are finished adding your email addresses, you will then tab to the select members list, which is a drop-down list, and select all of the email addresses you just added.

  6. Tab to the Save & Close button and press the Spacebar to open the Save dialog box.
  7. Use Tab or Shift+Tab to navigate this dialog box.
  8. Tab to the Save button and press the Spacebar to save this newly created distribution list.

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Creating Library Access Lists

You can create a library access list by using the following procedure:

  1. You can access Library Access Lists by right-clicking on a file or folder from the tree by pressing Shift+F10 or by using your Application key.

    You can also access a New Library List by using the Spacebar on the ReportCaster menu from the main interface.

  2. Turn your Virtual PC cursor off.
  3. Use your Down Arrow to select the New menu.
  4. Use your Right Arrow to open the New submenu.
  5. Use your Up or Down arrow to get to the Report Library Access List.
  6. Tab until you get to the Title field (says Title: Edit).
  7. Enter a title for the Library Access List.
  8. To add members, Shift+Tab to the Add New button and press the Spacebar to activate the function.
  9. Tab until you reach the beginning of the member list. Use the Down Arrow to go down through the list of members until you get to the one that you are seeking.

    Note: Ensure that your Virtual PC cursor is off.

  10. After selecting the group of members, press the Tab key to get to the OK button and press the Spacebar to activate the option.

    Note: You can press Shift+Tab if you pass the OK button and need to go back. You can repeat these steps as many times as you need to do.


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Saving Library Access Lists

Once you create a Library Access List, it can be saved. You use the following steps to save a Library Access List.

To save a Library Access List:

  1. Press Tab or Shift+Tab until you hear the Save & Close button.
  2. Press the Spacebar to open the Save dialog box.
  3. You are placed in the Title field. Enter a name for the Library Access List.
  4. Press Tab or Shift+Tab to navigate the dialog box. Press the Spacebar on the Save button to save your new library access list.

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