To delete a report or folder in My Reports, right-click the report or folder and select Delete from the menu.

Note:

• Create or edit only one report at a time when using InfoAssist, Power Painter, Report Assistant, or Graph Assistant.
• If you log off Dashboard without first closing the Report or Graph Assistant, you must manually close the tools.

To delete a folder in Custom Reports, right-click the folder and select Delete.

Edit only one report at a time when using InfoAssist, Power Painter, Report Assistant, or Graph Assistant.

You can use the text editor to create, view, edit, and run the source code for Custom Reports in Dashboard. The text editor enables you to use familiar editing techniques, such as cut, copy, and paste. You can also find and replace text and specify case.

Note: After editing with the Dashboard text editor, you will not be able to use reporting or graphing tools to open reports created with InfoAssist, Power Painter, Report Assistant, or Graph Assistant because the tools cannot read some user-added syntax.

The following image shows the text editor with a sample file in the editing window.

The following table describes all of the functions available in the Dashboard text editor. The first column lists the buttons, and the second column lists the actions they produce.

Note:

• If you create a Custom Report using InfoAssist, Power Painter, Report Assistant, or Graph Assistant, and then edit the report with the text editor, you can only open and edit the report using the text editor.
• If you use a Firefox browser, the editing toolbar, which begins with the cut, copy, paste features listed in the table, does not appear. Use the standard control keys (Ctrl+X, Ctrl+C, Ctrl+V) to cut, copy, and paste.
• When you click the X in the upper right corner of the text editor, the procedure is saved, however the Domain Tree does not refresh. To refresh the Domain Tree contents, click the refresh button (circle with arrow) in the toolbar.

When you create reports and graphs, you may want to share them with others in your organization. The Shared Reports feature addresses this need by enabling you to create reports and graphs and make them available to other users who access the same domain.

By designating a report as shared, you allow other users to run it from the Shared Reports folder in the Domain Tree. Other users cannot edit a Shared Report in the Shared Reports folder, but they can copy a Shared Report to their own My Reports folder and then edit the copied report without affecting the original. All users who access the Domain Tree have the ability to view, run, and copy Shared Reports. Note that users with the User role cannot copy Shared Reports.

Only users who have been granted the Shared privilege by their Administrator can share a My Report. The My Reports that you contribute appear in the Shared Reports folder of other users and display the Shared Report icon. These reports also appear in your My Reports folder displaying the same Shared Report icon to denote that they have been made available to others. Note that Custom Reports can be shared in the same manner as My Reports.

The Shared Reports folder in the Domain Tree consists of folders named for other users who contributed Shared Reports. All the reports contributed by a particular user appear under the Shared Reports folder in a subfolder named for the Reporting Objects group folder, Custom Reports folder, or Custom Reports subfolder where the report was created. Shared Reports are available to all other Managed Reporting users who can access the same domain. Note that reports that you share are not listed in your own Shared Reports folder.

The following image shows three Shared Reports contributed by a user named Jeff who created and shared the reports from three different locations: the Custom Reports folder, a Custom Reports subfolder, and a Reporting Objects group folder named Test IA.

The Shared Reports folder enables you to:

In Dashboard, you can upload (import) external data files for use in WebFOCUS reporting tools. This functionality enables you to easily create a WebFOCUS file description and data file for use in your reporting application. The Upload Data File option is enabled by default and is available to all users with access to the Custom Reports folder of the Domain Tree.

The amper auto-prompting facility enables you to select parameters and run the report while still being able to view and change your parameter selections. You can also display and hide parameters to widen the screen as needed. For example, the following image shows a report that requires parameter selection.

After you run the report, the output appears as shown in the following image:

You can save parameter selection values as a My Report for reports that run immediately or run deferred. By default these reports are saved in the Saved Parameter Reports folder which is automatically created under the My Reports folder, but you can save parameter reports anywhere in the My Reports folder structure.

When you select Run from the menu options for Saved Parameter Reports, the saved values are used to run the report and the prompt form does not display. When you select Edit Parameters, the prompt form appears so you can make changes to the values before running the request. You can Run Deferred, which also shows the prompt form before running the request. Additional menu items for Saved Parameter Reports that are available from Dashboard are Delete, Add to Favorites, Add to Mobile Favorites, and Properties. You can also schedule the report for later execution if you have scheduling capabilities.

Note:

• Saving parameter selections is only available if you have been assigned the Save entered values privilege by your administrator.
• Multi-select drop-down list values are not selected when you view the launch form for the My Report with saved parameters.
• The Saved Parameter report and the report it was created from must reside in the same Managed Reporting Domain. If you copy a Saved Parameter report from one domain to another, you must also copy the original report to the target domain.
• If you are a Developer and are working in the Managed Reporting Java Applet environment you can save Saved Parameter reports to the Standard Reports or Other Files folders. Note that the Edit Parameters menu option is not available for auto prompt reports that are saved with parameter values in the Standard Reports or Other Files folders. You can edit parameter values from the launch form or edit the –DEFAULT values for the procedure using the text editor. When you run a Saved Parameter report from these folders, the auto prompt form launches with the saved parameter values selected.
• When creating multiple saved parameter reports for the same report or graph, if the report or graph was created in Version 7 Release 6 and earlier, it is recommended that you create all of the saved parameter reports from the same procedure that contains the report or graph request. This is recommended because prior to Version 7 Release 6.1, a saved parameter report has a reference to the procedure (FOCEXEC) from which it was created. If you create a saved parameter report from an existing saved parameter report, the new saved parameter report has a reference to the prior saved parameter report, which has a reference to the original report or graph procedure. This creates a series of chained dependent procedures, and if one of the chained procedures is deleted, the reports with references to the deleted procedure will no longer run successfully.