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Accessing Library Content

In this section:

The Report Library interface provides access to content in the library that you have permission to view. In addition to viewing content, you can delete content from the library, and put items on the Library Watch List. The Library Watch List interface, accessed through a tab in the Report Library interface, allows you to track and focus on content that is of special interest to you.

There are several ways to access the Report Library interface:

Note: The Report Library option to change your ReportCaster user ID password should not be used when ReportCaster is configured with Managed Reporting. This is because this option only updates the password in the ReportCaster Repository and not the Managed Reporting Repository. If this option is used, the user must also use the Managed Reporting change password option to update the password in the Managed Reporting Repository.

The Report Library interface, shown in the following image, includes two tabs:


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Viewing Library Reports

The Report Library interface Library Reports tab opens the Library Reports interface, which provides access to all content in the library that you have permission to view. The Library Reports interface, shown in the following image, displays the Library Reports navigation tree in the left pane and the details of the selected item in the right pane.

Note: Whether you are a ReportCaster Administrator or an end user, you can only view reports that you own, that are public, or that are protected by an Access List of which you are a member.

Reports are stored in the library under categories that you name when creating a schedule or the domain name under which the Standard Report or My Report was created in Managed Reporting. The top of the navigation tree in the left pane is titled All Reports, and when expanded, displays the categories and domains under which your reports reside as branches of the tree. This information also appears in the right pane. The categories and reports are listed alphabetically.

Each category folder contains report folders for that category, and each report folder contains the versions of the report generated by the report schedule. The report folder name is the same as the description given to the schedule that generated the report. If the report is burst, the report folder contains a folder for each burst value and the report versions reside in those folders.

In the Library Reports interface, select an item in the left pane to see the contents and information about that item in the right pane. When you select a category folder, a list of reports in the category appears in the right pane. When you select a report folder, all versions of that report that are currently in the library appear in the right pane. When you select a report version in the left pane, the actual report appears in the right pane.

The Library Reports interface toolbar contains Open, Delete, Refresh, Subscribe, Unsubscribe, and Help action icons. These icons are available when the action is appropriate for the item you select.


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Procedure: How to View Content in the Report Library

To view library content:

  1. In the navigation pane, expand the category folder and select the report folder.

    The right pane displays a list of report folders that appear under that category. The following image shows an example of a selected category (RegionalReports) and the summary information for the reports (Order_NEW, Reg12_Returns, and so on) that appear under that category.

    The category folder summary information includes:

    • Description. The name of the report, which is the name of the schedule.
    • Owner. The user ID that created the report schedule.
    • Burst. Indicates if the report is burst. Yes (Y) or no (N).
    • Access List. Reflects the Library access selection in the report schedule, as follows:
      • The name of the Library Access List that is applied to the report.
      • An asterisk (*), which indicates the report is public (anyone with access to the library has access to the report).
      • Blank, which indicates that only the owner of the schedule has access to the report.
    • Last Version. The latest version of the report in the library, for example, 3.
    • Last Execution. The date and time of the last schedule execution and distribution. The date format is YYYYMMDD, where YYYY is the 4-digit year, MM is the month, DD is the day of the month. The time format is HHMM, where HH is the hour and MM is the minute, followed by either AM or PM.

    Note: You can sort the columns in ascending or descending order by clicking the column heading.

  2. To view summary information for a report, select the report folder of interest. Summary information for that report appears in the right pane, including a list of the existing versions of the report.

    The following image shows an example of a report (Order_NEW) selected in the navigation pane and the list of its five versions in the right pane.

    The report summary information includes:

    • Version. The version number of the report.
    • Execution Time. The date and time that the schedule ran that version of the report. The date format is YYYYMMDD, where YYYY is the 4-digit year, MM is the month, DD is the day of the month. The time format is HHMM, where HH is the hour and MM is the minute, followed by either AM or PM.
    • Expiration. The expiration setting of the report.
    • Size. The size (in bytes) of the report. If the report is compressed, this is the size of the report before compression.
    • Format. The format of the report, for example, HTML.
    • Compressed Size. The size (in bytes) of the compressed report, if applicable. This field is empty if the report is not compressed.

    If a report is burst, the report folder contains a separate folder for each burst value.

    In the following image, the left pane shows that the Sales_PRD report folder contains the folders for each report burst on the product code value (for example, R1019, R1020, and so on), while the right pane provides summary information about these burst reports.

    The burst report summary information includes:

    • Value. The burst value of the report.
    • Last Version. the last version of the report that was distributed to the library.
    • Last Execution. The date and time that the schedule ran the last version of the report for that burst value. The date format is YYYYMMDD, where YYYY is the 4-digit year, MM is the month, DD is the day of the month. The time format is HHMM, where HH is the hour and MM is the minute, followed by either AM or PM.

    Select a burst report folder in the left pane to display report summary information of the versions for that burst value in the right pane, as shown in the following image. This is the same report summary information that is displayed for any report folder.

  3. To view the contents of a report, use one of the following methods:
    • In the left pane, under the report folder, select the version of interest. The report appears in the right pane.
    • In the right-pane, double-click the version of the report. The report appears in the right pane.
    • In the right-pane, highlight the version of the report and click the Open icon in the Library Reports toolbar. The report opens in a separate window.

    The following image is an example of a report (version 2 of Order_NEW) displayed in the right pane.


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Using the Library Watch List

The Library Watch List provides a way to easily track reports and focus on information that is of interest to you. You can add any report in the library that is accessible to you to the Watch List, whether or not you own it. When you add (subscribe) a report to the Watch List, you are notified by e-mail whenever a new version of that report is distributed to the library. Only the latest version of the report is available in the Watch List interface. While all versions, including the latest, are available to you in the Library Reports interface, the Watch List gives you quick access to the most current report without having to search through the entire library content.

The Watch List interface toolbar contains Open, Delete, Refresh, Subscribe, Unsubscribe, and Help action icons. These icons are available when the action is appropriate for the item you select.

When using the Library Watch List, you can add reports to and delete reports from the Watch List, view summary information about a report, and view the current version of the report.

To add a report to the Watch List:

To see summary information about the reports in the Watch List, select All Reports in the left pane. The following information about the Watch List reports appears in the right pane:

To view the contents of a report, select the report in the left pane and the report content appears in the right pane. The following image shows an example of a report in the Watch List.

To remove a report from the Watch List, do one of the following:


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Deleting Content From the Library

To delete content from the library, you must be in the Library Reports interface. You cannot delete library content while in the Watch List interface. You can only delete content that you own.

Note: In the Library Reports interface, you can only delete the content that you own, whether you are a ReportCaster Administrator or an end user. However, the ReportCaster Administrator can delete library content through the Library Management tool. For more information on this tool, see Library Management.

The delete option (available from the right-click drop-down list or from the Delete icon in the toolbar) is only available for reports that you own, and for those items that can be deleted. For example, you cannot delete a report folder until you delete all of the content (report versions) under that folder.

When you delete a version of a report, ReportCaster does not renumber the remaining versions. For example, if there are six versions of a report and you delete versions 1, 2, and 4, the remaining versions are 3, 5, and 6, and the next version of this report to be distributed to the library will be version 7.

When you delete a report that is on the Watch List, the Watch List interface still contains the report icon in the left pane, but rather than the report, a document icon with a red X appears in the right pane. This reminds you that a report is still on the Watch List even though there is no content currently available, and it also makes you aware of reports that you do not own that have been deleted.


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Searching for Library Content

The Report Library provides the ability to search for content using the Google search engine. This feature requires an installed Google Search Appliance product and the configuration steps described in Report Library Integration With the Google Search Engine. After completing these configuration steps, you can use the Google search engine to locate content stored in the Library.

The Search for input box appears in the upper right corner of the screen, as shown in the following image.

Input your search string and click Search (or press Enter). The following image shows a search for instances of the word "SALES" throughout the Report Library.

A separate browser window opens displaying links to the most relevant reports containing the search string. The following image is an example of a browser window that shows the most relevant result from a search on the word "SALES". The search result also includes information such as the report format, the machine on which the report resides, the version, and the date the report was indexed and inserted into the library. Note that relevance is determined by Google's own proprietary ordering, and that you can also sort by date. Only links containing reports you are authorized to view appear. The Google search results do not include page or result counts since the Report Library uses the Google Search Appliance in its secured form. You can further narrow down your search by adding elements to your string, for example, searching "SALES BY" rather than "SALES".

Click the repeat the search with the omitted results included link to display more results on the page, as shown in the following image.

Click the link of the report you want to view, for example, Product Category. The report is displayed, as shown in the following image.


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PDF Drill-Through Support

The PDF Drill-Through feature enables Report Library users to move from a summary report to a detail report, both of which are packaged together in a single PDF compound report. Drill-Through functionality is similar to Drill‑Down functionality except Drill‑Through reports are static. A PDF document is produced that contains the summary report plus a detail report, with the detail report containing all the detail data for all the line items in the summary report. Clicking a Drill‑Through hyperlink navigates internally within the PDF file. No additional reports are run. The PDF file can be distributed to the library using ReportCaster, and when opened with Adobe Acrobat Reader, retains its full Drill‑Through functionality.

For more information about the PDF Drill‑Through feature, see Creating Drill Through PDF Compound Reports in the Displaying Report Data chapter in the Creating Reports With WebFOCUS Language manual.


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