WebFOCUS Online Help > Managed Reporting Developer > Working With Standard Reports > Creating and Editing Standard Reports

Creating and Editing Standard Reports

In this section:

How to:

In the browser, you can create Standard Reports using the following tools:

Tool

Description

Power Painter

A graphical tool used to create page layouts, reports, and graphs.

Report Assistant

A graphical tool used to create tabular reports.

Graph Assistant

A graphical tool used to create graphs.

Advanced Graph Assistant

A graphical tool used to create advanced graphs.

InfoAssist

InfoAssist is a report generation tool that enables you to leverage ad hoc functionality to create, modify, and run report and chart queries.

Note: This tool is only available from Dashboard and Developer Studio Managed Reporting Report Objects.

Alert Wizard

A wizard that you use to create ReportCaster Alerts.

Editor

A text editor that you use to enter WebFOCUS commands to create a report or graph.

Import External File(s)

A Files list that contains files you can add to a Standard Report.

URL

A URL window in which you can specify the name and URL of your file. You can also specify whether you want to enable Show on User's List.

When creating Standard Reports from Developer Studio, the tools available to you are based on whether you are creating a procedure (FEX) or an HTML file.

Before you begin creating individual reports and graphs, you must create the Standard Reports group and subgroup folders that will store the reports and graphs. These group and subgroup folders appear in a hierarchical, tree-like structure and provide an additional means of organizing your Standard Reports.

In both the Managed Reporting Applet Interface and Developer Studio, you can right-click a subgroup folder to create a new Standard Report, or right-click a Standard Report to work with an existing report or delete a report. In addition, you can:

If your Standard Reports require additional files, such as graphic (.gif or .jpg) files, style sheet files, or additional HTML files, use the Other Files folder to store these files. See Importing Procedures and Other Files Into WebFOCUS for more information.

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Procedure: How to Create a Standard Report

  1. Expand the domain that will contain the Standard Report.
  2. Expand the Standard Reports folder.
  3. Right-click the group or subgroup folder that will contain the Standard Report and select New.
  4. Select Procedure. The New Standard Report Procedure dialog box opens.
  5. Type the file name, select the file type, and select the tool you want to use to create the procedure.
  6. In the Options area, General tab, choose any of the following options:
    • Prompt for Parameters. To select amper auto prompting.
    • Run with OLAP. To OLAP-enable the report.
    • Only Run as a Deferred Report. To only run the report in deferred mode.
    • Schedule Only. This option applies only to Standard Reports procedures (FEXs) and can only be set by Administrators and by Developers when the Restrict Developer Access option (available in this dialog box) is not enabled. When this option is set, the Standard Report can only be scheduled using ReportCaster. The Schedule property is applicable to end users (Analytical Users and lesser roles) and to Developers when the Restrict Developer Access is enabled.
    • Show on User’s List. To display the Standard Report in the user environment.
    • Restrict Developer Access. This option is only available (and visible) to Administrators. This option restricts the Developer role to the capabilities of an end user role (Analytical Users and lesser roles) and allows only Administrators to manage FEX or HTML files (such as edit, delete, cut, copy, paste) and set property options.
  7. To change the server or application path, select the Data Server tab.

    Select the Server option and then select the server you want from the drop-down list.

    Select the Application Path option. Select the application path(s) in the Available list and move it to the Selected list by double-clicking it or using the arrow located between the lists.

    Note: You must have the Data Server privilege to alter the Server and Application Path.

  8. Click Create.
  9. The tool you selected opens and you can create your Standard Report. For details on using the:

    Note:

    • In the browser, after you enter your WebFOCUS commands you can either save or run the report. If you run before saving, the report is run against the domain default settings. Click Save from the editor to set a server and application. You can then run your report against the server and application you just selected.
    • Syntax and error checking are not performed until the report or graph is executed.
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Procedure: How to Add a Report to a Group or Subgroup Folder
  1. From the Web server, copy the WebFOCUS procedure or HTML file in the Repository or Domain Import subdirectory.

    Note: The Repository (basedir directory), Domain directory, and the Repository Import directory reside under the \install_directory\basedir directory. The Domain Import subdirectory resides under the Domain directory. The name of the Domain directory contains only the first eight characters of the domain description.

  2. Expand Managed Reporting from the WebFOCUS Environment in Developer Studio.
  3. From the Repository, open the domain in which you want to add the procedure or HTML file.
  4. Right-click the Standard Reports group or subgroup folder that will store the procedure or HTML file, select New then select Import External File(s).

    WebFOCUS opens the Add Files dialog box and lists the procedure files and HTML files stored in the Repository and the Domain Import directory.

    Note: If the file already exists in the /basedir/domain_name/app directory, it will not be listed because it will overwrite the existing file with the same name.

  5. Do one of the following:
    • Select the procedure or HTML file you want to add to the domain from the list, and click Add.

      or

    • If you want to add every procedure and HTML file listed, click Add All.

    WebFOCUS adds the procedure or HTML file to the selected group folder and you return to the Managed Reporting Repository.

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Procedure: How to Delete a Standard Report
  1. Expand the domain that contains the Standard Report you want to delete.
  2. Expand the Standard Reports folder and then expand the Standard Reports group folder that contains the Standard Report.
  3. Right-click the Standard Report you want to delete and select Delete.

    You are prompted to confirm your action.

  4. Click OK to delete the Standard Report.

    WebFOCUS deletes the Standard Report from the Standard Reports group folder.

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Procedure: How to Edit Standard Report Source Code
  1. Expand the domain that contains the Standard Report you want to edit.
  2. Expand the Standard Reports folder and then expand the Standard Reports group folder that contains the Standard Report.
  3. Right-click a Standard Report in the Standard Reports group folder and select Edit as Text.

    The text editor window opens.

  4. Make your changes to the Standard Report file.

    For details about WebFOCUS reporting commands and syntax, see the Creating Reports With WebFOCUS Language manual.

    Note: Syntax and error checking are not performed until the Standard Report is executed.

  5. Save the changed Standard Report file, and close the text editor window.

    Note: If you edit a Standard Report source code and make changes to the Standard Report, you should not subsequently open the Standard Report with a reporting tool. If you need to make additional changes to the Standard Report, reopen the file in the text editor.

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Creating Standard Reports With the Editor in Domain Builder

Standard Reports, Other Files, Help Files, and Profiles are created, edited, and run the same way. Once you run a report, the results display in the browser window. The following procedures demonstrate these tasks using a Standard Reports as an example.

For more information about using the WebFOCUS language, see the Creating Reports With WebFOCUS Language manual.

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Procedure: How to Create a Standard Report Using the Text Editor

You can create a Standard Report with the Text Editor from either the Dashboard or the Managed Reporting (Applet) Interface, as follows:

  1. Select the Text Editor from the Standard Reports subfolder where you want the new report to reside, as follows:
  2. Enter code in the Text Editor window.
  3. From the File menu, select Save or Save As to save your report.
  4. Enter a report name and select the server and an application path for your report.

    Note: In Dashboard, you can select multiple application paths. To move a path between the Available list and the Selected list, double-click the item or use the arrows located between the lists.

  5. You can also choose one or more of the following options:
    • Prompt for Parameters. To select amper auto-prompting.
    • Show on User's List. To display the Standard Report in the user environment.
    • Run with OLAP. To OLAP-enable the report.
    • Only Run as a Deferred Report. To only run the report in deferred mode.

    Note: Specify your data source in the code itself. For example: 

    TABLE FILE CENTORD
  6. To save your report option settings, click Save in Dashboard or click OK in the Managed Reporting Applet Interface.
  7. Click Run in the File menu to view your report.
  8. Click Exit to exit the Editor.
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Procedure: How to Edit and Run a Standard Report Using the Text Editor
  1. Right-click the report you want to edit and then click Edit Source.

    Note: If you click Open, the file will open in the tool that was used to create the file. If you want to edit the source code for a procedure written with one of the tools, you must click Edit Source.

  2. Make your edits and click Save from the File menu to save your report.
  3. Click Run from the File menu.
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Viewing Standard Report Properties

You can use the Standard Report Properties dialog box to review the date the report was created and the file name for the report. You can use the Properties dialog box to change a server and an application. You can also use the Standard Report Properties dialog box to:

Note: The Schedule Only and Restrict Developer Access options are not available from the Managed Reporting (Applet) Interface.

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Procedure: How to View and Update Standard Report Properties

  1. Expand the domain that contains the Standard Report you want to review.
  2. Expand the Standard Reports folder and then expand the Standard Reports group folder that contains the Standard Report.
  3. Right-click the Standard Report you want to review, and select Properties. The Standard Report Properties dialog box opens, as shown in the following image.

    This dialog box lists the following Standard Report properties in the General tab: Name, Domain, Folder, File Name, Size, Created On date, Created By name and User ID, Last Modified On date, Last Modified By name and User ID, and selected Launch Page options. (Note that if you see the text 'Not Available' next to a field in the dialog, the report was created prior to Version 7 Release 6, before the properties information was available for that field. Also, the Created By and Last Modified By properties are not displayed in either the Managed Reporting Domain Builder or the Domains applet.)

    Note: When updating files in Developer Studio, unless all components are on a local machine, the Properties dialog is only automatically refreshed when files are created or deleted. For more information about Developer Studio refresh behavior, see Setting Preferences in the Developer Studio Application Development Getting Started manual.

  4. You can update the General properties. To:
    • Change the Standard Report name, in the Name input box, type a new name.
    • Select amper auto-prompting, check the Prompt for Parameters check box.
    • OLAP-enable the report, check the Run with OLAP check box.
    • Only run the report in deferred mode, check the Only run as Deferred Report check box.
    • Only schedule the report (using ReportCaster), check the Schedule Only check box.

      This option is only available to Administrators and Developers when the Restrict Developer Access option (available in this dialog box) is not enabled. The Schedule property is applicable to end users (Analytical Users and lesser roles) and to Developers when the Restrict Developer Access is enabled.

    • Display as a Standard Report in the user environment, check the Show on User's List check box.
    • Restrict the Developer role to the capabilities of an end user role (Analytical Users and lesser roles), check the Restrict Developer Access check box.

      This option is only available (and visible) to Administrators. By restricting the Developer role to that of an end user means that only the Administrator can manage FEX or HTML files (such as edit, delete, cut, copy, paste) and set property options.

    Note: You can change any of these properties at any time, with the exception of the Master File if you created the report using an assist tool. If you click Save As, the properties window appears and the Files button is disabled.

  5. To change the domain server and application path settings, click the Data Server tab.

    Select a server, check the Server check box, and select a server from the drop-down list.

    Select an application, check the Application Path check box. Select the application path(s) in the Available list and move it to the Selected list by double-clicking it or using the arrow located between the lists.

  6. To create a new Two-Way template, click the Two-Way Email Templates tab, then click New.

    The Two-Way Email Templates tab is only available in Developer Studio. You can create Two-Way Email templates from Developer Studio or from the browser. An example of a Two-Way Email template appears below in the Two-Way Email Templates tab.

    The following image shows the Two-Way Properties dialog box which has four tabs. The Two-Way Email Templates tab window appears containing the name, location (Href), and date of an attached template. Four buttons are located on the right, New, Open, Delete, and Resend.

    The following image shows a New Two-Way Email Template dialog box that has Two-Way: TW 2 as the template name.

    For more information about creating Two-Way Email templates, see the WebFOCUS Managed Reporting Administrator's Manual .

  7. Click OK to save your changes to the report properties or click Cancel to discard your changes.
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Procedure: How to View Standard Report Properties for an Alert

To view standard report properties for an alert:

  1. Expand the Standard Reports folder that contains the Alert you want to review.
  2. Right-click the Alert and select Properties. The Alert Properties dialog box opens.

    The following image in Developer Studio shows the Alert Properties dialog box (the alert name is indicated in the title bar). The General tab window is shown containing a Name text box, the alert's path, name, and date it was created and check boxes in which the first check box, Prompt for Parameters, is selected. The other check boxes are: Show on User's List, Server, and Application Path.

    The following image in the browser shows the Alert Properties dialog box containing the Name text box filled in, the alert's date, path and name, and the check boxes Prompt for Parameters (which is selected) and Show on User's list.

    Note: For more information on Standard Report Properties, see How to View Standard Report Group Properties.

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Procedure: How to View Standard Report Properties for a URL

To view standard report properties for a URL:

  1. Expand the Standard Reports folder that contains the URL you want to review.
  2. Right-click the URL and select Properties. The URL Properties dialog box opens.

    The following image in Developer Studio shows the URL Properties dialog box containing the Name and URL text boxes filled in and the check box Show on User's List.

    The following image in the browser shows the URL Properties dialog box containing the Name and URL text box filled in, and a check box, Show on User's list.

    Note: For more information on Standard Report Properties, see How to View Standard Report Group Properties.

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Procedure: How to Run a Standard Report
  1. Expand the domain that contains the Standard Report you want to run.
  2. Expand the Standard Reports folder and then expand the Standard Reports group folder that contains the Standard Report.
  3. Right-click the Standard Report you want to run, and select Run.
  4. After you review the report output, you can use the browser functions to save the output to an HTML file or to discard the output and close the browser window.
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