Getting Started as a WebReports User

This guide introduces the basic tasks users perform when getting started with WebReports, including activating an account, signing in, running reports, and accessing completed report results.

The features and reports available to you depend on your assigned roles and report access.

Before you begin

Confirm that you have:

Your organization’s WebReports URL.
An active WebReports account.
The sign-in information supplied by your administrator or an account activation email.
Access to the reports required for your work.

If you do not have this information, contact your WebReports administrator.

1. Activate your account

Depending on how your account was created, you may receive an activation email from WebReports.

To activate your account:

Open the WebReports activation email.
Select Activate and Set Your Account.
Create and confirm your password.
Continue to the WebReports sign-in page.
Enter your email address and new password.

Complete the activation process before the invitation link expires.

Note: If you did not receive the activation email, check your junk or spam folder. Contact your WebReports administrator if you still cannot locate it or the activation link has expired.

2. Sign in to WebReports

If your administrator created your account and supplied your sign-in information:

Open your organization’s WebReports URL in a supported browser.
Enter your email address and password.
Select Sign In.

The pages and actions available after signing in depend on the roles assigned to your account.

3. Find an available report

The Available page displays the reports you are permitted to access.

To find a report:

Select Reports from the navigation menu.
Select Available.
Locate the report you want to run.
Use the available search, filtering, sorting, or grouping options when needed.

If a report does not appear, confirm that you are viewing the correct page. Contact your WebReports administrator if you still cannot find it.

For more information, see Working with Available Reports in WebReports.

4. Run or download a report

The actions available for a report depend on your assigned roles and permissions.

Select the appropriate action:

Execute runs the report and displays its results in WebReports.
Download runs the report and downloads the output in the selected format.
Queue submits the report for background processing, when this option is available.

The report may ask you to enter or select parameter values before it runs.

Note: Not every action is available to every user. Contact your WebReports administrator if you require an action that is not displayed.

5. Enter report parameters

Some reports require information such as a date range, location, department, or other selection before they can run.

When prompted:

Enter or select the required parameter values.
Review your selections.
Run or download the report.

Required parameters must be completed before the report can be submitted.

6. Work with report results

Reports executed interactively display their results after processing is complete.

Depending on the report and your permissions, you may be able to:

Review the report results.
Filter, sort, or group the displayed data.
Change the order or width of columns.
Download or export the results.
Return to the available reports and run another report.

Available result options may differ by report.

7. Access completed reports

Reports processed in the background can be accessed from the Completed page.

To access a completed report:

Select Reports from the navigation menu.
Select Completed.
Locate the completed report.
Select the report to view its details or use an available action to download it.

Completed reports remain available until their expiration date. The retention period is configured by your WebReports administrator.

For more information, see Working with Completed Reports in WebReports.

8. Schedule reports

Users with the required permissions can create schedules that run reports automatically.

A schedule can define:

Which report runs.
When and how often it runs.
Which parameter values are used.
How the results are delivered.

Only reports available through your assigned roles can be scheduled.

For more information, see Schedule Overview.

Troubleshooting access

If you cannot access an expected report or feature:

Confirm that you are signed in with the correct account.
Confirm that you are viewing the correct WebReports page.
Refresh the page and try again.
Contact your WebReports administrator to verify your assigned roles and report access.

Your administrator controls which reports and WebReports features are available to your account.

Working with Available Reports in WebReports
Working with Completed Reports in WebReports
Understanding Default Roles and Permissions in WebReports
Schedule Overview
Getting Started as a WebReports Administrator