Knowledge base

• Installation and Setup

  Documentation

  • System Requirements
  • 32-bit vs 64-bit ODBC Driver Setup
  • Creating Email Profiles
  • Installation / Setup of Universe ODBC Driver
  • Registering VDM
  • Common Email Provider Settings

  See all 20 articles

• Controls Overview

  Documentation

  • Main Ribbon Bars
  • Quick Launch Buttons
  • Database Tables and Fields
  • FSGS
  • Parameters
  • Report Fields

  See all 17 articles

• Database

  Documentation

  • Creating an Oracle Connection
  • Creating A Rocket U2 Connection
  • Create New SQL Server Logins
  • Connecting to a Database
  • Database Connection Profiles
  • Opening a Database Connection

  See all 14 articles

• Query Builder

  Documentation

  • Finding Stored Command Tables
  • Importing a Command Table
  • Changing the Multi Query Splitter
  • Advanced Query Multi / Split Select
  • Disabling Embed Command Table
  • Using NLQ In VDM

  See all 32 articles

  Videos

  • Dynamically Enabled Parameters Video
  • Variable Dynamic Query Video
  • Dynamic Variable Filters Video
  • Variable Filter Video
  • Date Time Parameter Video
  • Dynamic IN Parameter Video

  See all 11 articles

• Parameters

  Documentation

  • Date Time Pickers
  • Default Query Value
  • Default Values for Date Parameter
  • Dynamically Enabled Parameters
  • Reset on Search
  • Suppressed Parameter

  See all 7 articles

• Data Grids

  Documentation

  • Overview
  • Adding Grids
  • Grid Grouping and Summaries
  • Formatting A Column
  • Data Grid Expressions
  • Using Summary Fields in Pivot Grid

  See all 7 articles

  Videos

  • Pivot Grid
  • Grid Formatting
  • Data Grid Expression

• Charting and Gauges

  Documentation

  • Auto Series Chart
  • Charting
  • Chart Cursor
  • Creating a Gauge
  • Maps

• Finished Reports

  Documentation

  • Creating A Multi Finished Report
  • Clearing Orphaned Subreports
  • Adding Labels
  • Filter String
  • Changing Between Pivot and Crosstab
  • Using A Cross-Band Line

  See all 30 articles

  Videos

  • Format Strings
  • Calculated Field
  • Null Value Text
  • Gallery
  • Page Break Parameter

• Visualize

  Documentation

  • Drill Down
  • Visualize Designer - Overview
  • Creating a Pie Chart
  • Creating Cards
  • Creating a Map
  • Creating a Chart

  See all 14 articles

  Videos

  • Multi Chart
  • Pivot
  • Chart
  • Pie Chart
  • Grid
  • Cards

• VoV

  Documentation

  • Change ViewPath
  • VoV Overview
  • VoV Single Summary
  • VoV Dataset Un-joined
  • VoV Dataset Joined (Depreciated)
  • Rebuild VoV

• Scheduler

  Documentation

  • Updating Emails for Scheduled Reports
  • Change File Type After Export
  • View and Add Permissions / Effective Access For the Scheduler Service
  • Recurring Appointments
  • Scheduler Overview
  • Scheduler Service Setup

  See all 24 articles

  Videos

  • Scheduling A Job
  • Running A Master Job

• Insights

  Documentation

  • Insights Settings
  • Creating Insights
  • Insights Execution Date
  • Managing Layout Loading Efficiency

• WebReports

  General Documentation

  • Requirements and Network Topology
  • IIS Server Hardening
  • Step By Step: Getting Started With Web Reports - Admin
  • Step By Step: Getting Start With Web Reports - User
  • Manage Page Zoom / Scale
  • Grouping

  See all 9 articles

  Installation and Setup

  • Viewing MySQL Data Storage
  • Step By Step: WebReports Installation & Setup for Windows
  • Internet Information Services (IIS) Installation & Setup
  • Microsoft SQL Express 2019 & SSMS Installation
  • Installing MySQL
  • Adjusting the MySQL Datastorage

  See all 15 articles

  OKTA

  • Step by Step: Okta Authentication
  • Create Okta WebReports Application
  • Create Okta API Token
  • Creating Your Default OKTA Groups (Roles)
  • Assign Groups (Roles) To The Application
  • Assign Groups (Roles) To Users

  See all 9 articles

  Integration

  • API Calls for Report Assignments in WebReports
  • API Call for Deleting Reports
  • API Calls for Managing Users
  • Creating a WebReports API Key
  • Establish Connection & Store Cookie
  • WebReports API Calls

  See all 14 articles

  VDM

  • Using Defined Fields In VDM (Filter Criteria - FSGS)
  • Using Defined Fields In VDM (Database Functions)
  • Creating A WebReports Connection Profile In VDM
  • Updating A View's Version (Serialization)
  • Open
  • Open Completed

  See all 8 articles

  Profile

  • Profile Overview
  • Update User Email
  • Change Password

  Reports

  • Reports Overview
  • Available Reports
  • Completed
  • Execute
  • Download
  • Download For Role

  See all 12 articles

  Management

  • Add Roles
  • Adding Defined Fields
  • Adding Users
  • Admin Change User Password
  • Assigning Defined Fields (UDFs)
  • Assigning Reports

  See all 29 articles

  Schedule

  • Schedule Overview
  • Schedule
  • Schedule Reports
  • View Scheduled Reports

  Logs

  • WebReports Logs Overview

• Export and Print

  Documentation

  • Export
  • Export Multi Sheet

• Automation (v9 and earlier)

  Documentation

  • Master Job
  • Using the Auto Scheduler with Multiple Database Connections

• Troubleshooting

  Documentation

  • Support - Requested Information
  • Log4j Vulnerability
  • End of Support - Versions 9 and earlier
  • Spring4Shell Vulnerability
  • Troubleshooting - Advanced Query Not Working
  • Troubleshooting - Creating A Date Range

  See all 23 articles

• Logs

  Documentation

  • Log Overview
  • How to Check Logs
  • Navigating the Logs

• API

  Documentation

  • Executable Options
  • Executable API

• Ontario Systems

  Documentation

  • FACS Statement

• Release Notes

  VDM

  • VDM Release Notes Version 11.3.16.0
  • VDM Versions List
  • VDM Release Notes Version 11.3.14.0
  • VDM Release Notes Version 11.3.12.0
  • VDM Release Notes Version 11.3.11.0
  • VDM Release Notes Version 11.3.10.0

  See all 83 articles

  WebReports

  • WebReports Release Notes Version 11.3.16.0
  • WebReports Versions List
  • WebReports Release Notes Version 11.3.17.0
  • WebReports Release Notes Version 11.3.15.0
  • WebReports Release Notes Version 11.3.14.1
  • WebReports Release Notes Version 11.3.12.0

  See all 29 articles

• Bugs/Defects

  Known

  • Bug 468 - Scheduler - SQL Comments / BR In Variable Filter
  • Bug 440 - Finished Reports - Excel Blank Lines Export
  • Bug 310 - Visualize - Unhandled Exception
  • Bug 242 - FACS_ClientStatement Returns All Fields

  Resolved

  • Bug 1186 - Rocket U2 - Connection Wizard Oracle Screen
  • Bug 1181 - Sorting - CSS Disabled
  • Bug 1145 - Connection Wizard - WebReports Schemas Not Loading
  • Bug 1125 - VoV - View Version Not Updating
  • Bug 1189 - Scheduler - Disable Buttons
  • Bug 1143 - Reset on Search - Value Not passed Into Dynamic Query

  See all 222 articles

• Feature Requests

  Requested

  • Feature 933 - Visualize - Add Time Formats To Pie Charts
  • Feature 323 - Combo Box Parameter Descriptions
  • Feature 254 - Parameter - Value and Description Separated
  • Feature 264 - Linking - Auto Arrange Tables

  Implemented

  • Feature 887 - Value Type Parameters Leverage Dynamic Query
  • Feature 890 - API Enhancements
  • Feature 888 - Value Type Parameters Dynamic Query
  • Feature 268 - Scheduler - Deletion Confirmation
  • Feature 765 - View Option - Redact Query
  • Feature 819 - Update VoV Builder Title

  See all 25 articles

• General

  Documentation

  • TLS 1.2