web focus training
TRANSCRIPT
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WebFOCUS Reporting UserManual
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Table of Contents
1. Key Information page 3
2. Internet Explorer Security Settings page 4
3. Accessing the WebFOCUS launch page page 11
4. Login Screen page 12
5. Views page 13
6. Report Folders page 14
7. Running a report
a. Immediately page 16 PDF Output
Excel Output
b. Deferred Status page 21
8. Contacts page 26
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1 - Key information about WebFOCUS:
WebFOCUS is a data extract tool for LU administrators to extract information from Lawson.
Reports are parameter driven and data may be saved in Excel or PDF format.
Please note: The data contained in WebFOCUS is from the previous day.
WebFOCUS can be used with both Microsoft Internet Explorer or Mozilla Firefox.
The data extracted from WebFOCUS is for internal use only.
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2 - Internet Explorer Security Settings
Depending on your computers internet security settings, WebFOCUS report downloads may
be blocked by your computer. To ensure reports open properly, follow these steps to adjust
your internet security settings:
1. Click Tools.
2. Click Internet Options.
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3. Click Security.
4. Click Trusted Sites.
5. Click Sites.
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6. Type https://webreports.luc.edu
and click Add.
7. Click Close.
https://webreports.luc.edu/https://webreports.luc.edu/ -
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8. Click Custom level.
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9. Scroll down to the Downloads section.
Under File download,click Enable.
10. Click OK.
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11. Click Yes.
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12. Click OK.
3 Accessing the WebFOCUS Web Page
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Click on Dashboard Logon Page.
3 - Accessing the WebFOCUS Web PageTo access the WebFOCUS launch page, go to the following URL: https://webreports.luc.edu
4 Login Screen
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Log in using your network ID
and password.
Click Logon.
4 - Login Screen
5 - Views
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1. Click Views. A new
browser window / tabwill open.
2. Click Financial Reports to
view all available reports.
5 - ViewsThe views page is a listing of the domains (report groups) you have access to view.
6 - Report Folders
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6 Report FoldersReport Folders are displayed as tabs, and are a grouping of related reports.
Clicking on a tab will display
the available reports.
A list of available reports for
the selected report folder.
7 How to Run a Report
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7 How to Run a ReportReports can be run (a) immediately, or in a (b) deferred status.
To run a report, left-mouse click on thereport name.You will be prompted to
enter desired parameters.
7a How to Run a Report Immediately
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7a How to Run a Report ImmediatelySelecting Run Report will run the report immediately. Only 1 report can be run at a time.
1. Select parameters.
2. Click Run Report.
Output Type PDF
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Output Type PDF
Click to save
report to yourPC.
Click to maximize
report in a new
window.
Output Type Excel
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Output Type Excel
1. Select parameters.
2. Select Output
Type Excel.
3. Click Run Report.
If you encounter this error message or a similar error after running a report with an
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If you encounter this error message, or a similar error,after running a report with an
Output Type as Excel,please refer to Internet Explorer Security Settings on page 2 .
You will be prompted to Open, Save, or Save as.
Click 'Open' to open the file in Excel or
'Save'/'Save as' to save the file to your PC.
If you clicked 'Open' the file will open directly in Excel
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If you clicked Open , the file will open directly in Excel.
Click 'Yes' at the prompt.
7b Running a report in Deferred Status
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Deferred reports run in the background. This allows you to submit multiple reports without having
to wait for each report to finish before submitting another. Reports run in a deferred status will
be saved for 29 days.
Left-mouse click report name.
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1. Select parameters.
2. Click Defer.
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You will receive a confirmation that your report
was successfully submitted for deferred status.
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To track the status of a deferred report, click Utilities and select
Deferred Status. A new browser window / tab will open with
this information.
Y f h th t t t ll b li ki R f h
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You can refresh the report status manually by c licking Refresh,
or automatically, by entering a number of seconds and checking the Enable Refresh box.
Reports will be divided
based on it s status; Queued,Running, Completed, and Expired.
Click View to open the report.
The report will open in a newbrowser window / tab.
C t t
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Contacts
Financial SystemsEmail: [email protected]
Tracy Snowberger
phone: 58711
email: [email protected]
The WebFOCUS User Manualcan be found online at:
http://www.luc.edu/finance/fsdoc.shtml
Rebecca Gomez
phone: 58725
email: [email protected]
Jeff Pisarek
phone: 58728
email:[email protected]
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