Overview of Filtering Reports in Your Portal

How to:


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Procedure: How to Set Up Filtering in Your Portal

This procedure describes the high-level steps for filtering reports in your portal.

  1. Build an HTML Composer page in Developer Studio.
  2. Create a form that is dynamically populated with the values for the fields that you want to filter in your reports.

    Note: The names of the parameters in the form must match the names of the parameters used in the WHERE clauses of reports you want to filter. It is highly recommended that you use the FIELDNAME for the parameter name, as the tools (InfoAssist and Report Painter) use the FIELDNAME as the default name for parameters.

  3. Create the Refresh function.

    For an example of JavaScript that could be used for the Refresh function, see Creating the Refresh Function.

  4. Save the form.
  5. Exit Developer Studio.
  6. Sign in to WebFOCUS and launch the Portal Designer.
  7. Select the portal for which you have created this form and select Edit.
  8. From the Resource tree, drag the form and place it within your portal.

    Note: When you create the Refresh function, if you decide to have the form refresh reports on multiple pages, it is recommended that you place the form in a banner, such as the left banner.

    You should always hide the Title Bar option or remove the Delete and Refresh options from the Panel Behaviors.

  9. Exit the Portal Designer.

    Your portal is ready to launch.


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