To make an existing My Report available to other users:

1. In the Domain Tree, expand the My Reports folder, then expand the Reporting Object or Custom Reports subfolder where the desired My Report is located.
2. Right-click the report that you want to share and select Properties.

   The Properties dialog box opens.

3. Select the Share Report check box and click OK.

The Properties dialog box closes and the report becomes available to all users who access the domain.

To make a new report or graph that you are creating available to every user who accesses the domain:

1. Create and save a report or graph using the InfoAssist, Power Painter, Report Assistant, or Graph Assistant tool.

   You can create and save a report or graph from either the Custom Reports folder, a Custom Reports subfolder, or a Reporting Objects group folder.

2. Locate the saved report or graph in the corresponding folder of the Domain Tree, right-click the report or graph, and select Properties.

   The Properties dialog box opens.

3. Select the Share Report check box and click OK.

Tip: Alternatively, if you are using Report Assistant or Graph Assistant, when you are finished creating the desired report or graph, you can click Save As in the File menu, select the Share Report check box in the dialog box that appears, type a descriptive name, and click OK.

To copy a Shared Report to your My Reports folder:

1. In the Domain Tree, expand the Shared Reports folder.

   The Shared Report folder displays folders with the names of users who have contributed reports.

2. Expand the desired user folder.

   The expanded user folder displays subfolders that were used to create the Shared Reports.

3. Expand the desired subfolder that contains the Shared Report you want to copy.
4. Right-click the Shared Report and select Save As My Report.

   The Save As My Report dialog box opens.

   You can keep the original name or change the name of the report by deleting the original and typing a new name in the Description field.

5. Click OK.

   WebFOCUS copies the report to your My Reports folder.

After you copy a Shared Report to your My Reports folder, you can edit the report without affecting the original.

1. In the Domain Tree, expand the My Reports folder, then expand the subfolder that contains the Shared Report you previously saved as a My Report.
2. Right-click the desired report or graph and select the reporting tool option (InfoAssist, Power Painter, Report Assistant, Graph Assistant).

   WebFOCUS opens the reporting tool used to create the Shared Report and displays the report or graph you copied from the Shared Reports folder.

3. Edit the report or graph and save your changes.

For details on using:

1. In the Domain Tree, right-click the Custom Reports folder and select Upload Data File, as shown in the following image.

   

   The first page of the Upload Data File dialog box opens displaying three sections that require you to make a selection:

   • Select a file
   • File Format
   • Field Names
2. Click the Browse button to the right of the Select a file section.

   A Choose file dialog box opens.

3. Navigate to where the file is located and select Open.

   The following image shows the first page of the Upload Data File dialog box.

   

4. In the File Format section, select one of the following supported formats for the file you want to import:
   • Excel® Spreadsheet (XLS)
   • Comma-separated values (CSV)
   • Tab-separated values
   • Pipe-separated values
5. In the Field Names section, select one of the following supported methods for how you want the field names created:
   • Auto-generate field names
   • First row contains field names
6. Click Next at the bottom of the Upload Data File dialog box.

   The second page of the Upload Data File dialog box, as shown in the following image, appears for you to review and customize the file conversion options.

   

7. For each field in the file you imported, you can select the field column heading and then edit the following attributes for that field:
   • Field Name
   • Alias
   • (Data) Type
   • Format

   If you change any of the attributes for a field, click the Apply button to apply the changes and refresh the data.

8. When all fields have been reviewed, enter a valid name in the File Name input box (spaces are not allowed) and use the Application Directory menu to select where you want the file created.
9. Click Next to upload the file.

   Two files are created:

   • Master File
   • Comma-delimited data file (.DAT)

   Note: If a file with the same file name already exists, a dialog box is displayed prompting you to allow file replacement.

• When uploading data from a supported text file, the file must have the same type of data in each field and the same fields in every row.
• When uploading data from an Excel spreadsheet:
  • The data must be arranged in an appropriate tabular format and the spreadsheet must have the same type of data in each column and the same fields in every row.
  • The data must be stored in the first worksheet of the workbook.
  • Cells with formulas and special characters are not supported. For example, if percentages are used the cells should be formatted using the percentage data type and should not have the percentage special character "%" in the cell.
  • Excel files must be saved in a binary format. To ensure this, open an Excel file, select File, select Save As, use the Save as type drop-down list to select either Microsoft Office Excel Workbook (*.xls) or CSV (Comma Delimited)(*.csv), then click Save.

From the amper auto-prompting launch page, you have the following options:

You can customize the look and feel of the amper auto-prompting facility by editing the launch page template file you are using. All of the available launch page templates are located in the ibi\WebFOCUS77\ibi_html\javaassist\ibi\html\describe directory. The default template is autoprompt_top.css.

If you want to customize the banner, create an image, save it in the describe directory, and change the background-image property, which is shown in bold type in the following Cascading Style Sheet (CSS) code:

#idBannerDiv {
height:41px; 
background-image:url(style/logo_banner_TOP.gif); 
background-position:top left;
background-repeat:no-repeat; 
margin:0px;
margin-top:0px;
cursor:pointer; }

The option to select different launch page templates can be set in the WebFOCUS Administration Console using the Parameter Prompting selection under Client Settings, where you can set the IBIF_describe_xsl value to one of the launch page templates.

You can also enter the name of the desired launch page template in a FOCEXEC using the following code:

<describe_xsl>template</describe_xsl>

where:

template

Is set to one of the following launch page template values:

• autoprompt_top displays the parameters horizontally at the top of the page and is the default template value.
• autoprompt_top_checked is the same as autoprompt_top, but the Run in a new window check box is preselected.
• autoprompt displays the parameters vertically at the left side of the page.
• autoprompt_checked is the same as autoprompt, but the Run in a new window check box is preselected.
• autoprompt_simple is the basic input form.

1. Run a report that has parameters.
2. Select your parameter values and then click the Save the Parameter selections as a My Report button.

   Note: The appearance of this button may be different depending on your application.

   The Save Parameters dialog box opens, as shown in the following image.

   

3. From the Save In drop-down menu, you can navigate to the xxxxxx folder where you want to save the report.

   Note:

   • The Save In drop down menu is a list of domains that you are authorized to save to. The Save In value that appears when the Save Parameters Dialog box initially opens is the Saved Parameters folder under the domain where you ran the report.
   • Some domains may be restricted and not allow you to save My Reports. In this case, the OK button is not available to you (it is greyed out). When you select a domain where you are authorized to save My Reports, then the OK button is available for selection.
4. Type a name for the report and click OK. The report is saved in the Saved Parameter Reports folder under My Reports.

   Note: You may need to click the refresh button (circle with arrow) in the toolbar to refresh the domain and view the new report.