Creating Content

This topic describes how to create a report, chart, or dashboard that is enabled for Active Technologies using InfoAssist.

These reports, charts, and dashboards use the full capabilities of Active Technologies. They are also referred to as active reports, charts, and dashboards.

Creating an Active Technologies Report

An active report is a self-contained report that is designed for offline analysis.

This topic provides an overview of Active Technologies and discusses security and active cache processing. It includes additional information about the features of the product that will help you use it.

This topic also describes the features of an Active Technologies report, which is a report that is enabled to use the full capabilities of Active Technologies. An Active Technologies report is also called an active report.

Active Technologies Report Overview

An active report is a report that is designed for offline analysis. When using an active report, you can:

This topic describes how to create a report, chart, or dashboard that is enabled for Active Technologies using InfoAssist.

These reports, charts, and dashboards use the full capabilities of Active Technologies. They are also referred to as active reports, charts, and dashboards.

You can create customized report outputs in InfoAssist. The standard output formats, which are found in the Format group on the Home tab, include: HTML, active report, PDF, active PDF, Excel, and PowerPoint. For charts, HTML5 is the default output format. For reports, you can also create the following custom report output formats from the Navigation group on the Format tab, including: Table, Table of Contents, Freeze, Pages on Demand, and OLAP.

You can use the following custom features when creating reports.

You can change the format of any field except a Sort field. You can change the format of measure fields, as well as any calculated fields.

You can access the Field Format Options dialog box from the following locations:

• Define and Compute dialog boxes.
• Edit Format option when you right-click a measure in the Query pane (all modes), right-click a column in a chart, or a measure column in a report.
• Format group on the Field tab.

The following image shows the Field Format Options dialog box.

You can apply custom styling to specific areas of a report. When creating a report, you can perform the following styling customization.

You can use the following procedures to create a basic report in the WebFOCUS Home Page and InfoAssist.

Procedure: How to Create a Report

After you have signed in to WebFOCUS, you can work with an existing folder, or create a new folder in the WebFOCUS Home Page to store your reports.

1. Open InfoAssist in Report mode.
2. Drag fields onto the canvas or into the Query pane to begin building your report.

   A basic report is shown in the following image.

You can apply styling to specific areas of a report to customize its appearance and functionality. You can also use the many optional reporting features to add custom functionality and output formats to reports.

You can make your newly created WebFOCUS Infographic available to other users by publishing it in your repository, sharing it with specific users and groups, or by distributing it using WebFOCUS ReportCaster. You can also distribute it using the burst option, which enables you to share specific sections of the infographic procedure with different users, based on the coordinated field in our infographic compound document. The following steps outline how you can share your infographic by email or burst it to members of your organization.