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Creating Customized Report Outputs

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.

Changing a Field Format

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.

Creating Reports in the Home Page

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.

Sharing WebFOCUS Infographics

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.

Using the Editor

The Editor enables you to create, view, and edit the source code for WebFOCUS procedures (FOCEXECs), Master, HTML, JavaScript, WebFOCUS StyleSheet, Cascading Style Sheet, Text, SQL, R, and Python files.

Additionally, the Editor supports user-friendly features, such as syntax highlighting, code folding, line numbering, autocomplete, and display of a status bar and indent guides. These features speed productivity by enabling better clarity in helping you understand, debug, and work with your source code.

Replacing Data in a WebFOCUS Infographic

You can modify your infographic at any time to reflect new data that is available to you. For example, you may create an infographic that sends information monthly or quarterly. Once you set up the initial infographic template, and Reporting Object, you can easily distribute an updated infographic.

In our example, we created an infographic for the first quarter of a year. You can reuse the same template and Reporting Object for subsequent quarters without making any extensive changes. All you need to do is modify the Reporting Object so it uses data for a new quarter.