WebFOCUS Reporting User Manual
Contents
1. 5 LOYOLA CHICAGO people to lead extraordinary lives WebFOCUS Reporting User Manual 9 m Table of Contents Key Information page 3 Internet Explorer Security Settings page 4 Accessing the WebFOCUS launch page page 11 Login Screen page 12 Views page 13 Report Folders page 14 Running a report a Immediately page 16 PDF Output e Excel Output b Deferred Status page 21 Contacts page 26 1 Key information about WebFOCUS e WebFOCUS is a data extract tool for LU administrators to extract information from Lawson e 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 e WebFOCUS can be used with both Microsoft Internet Explorer or Mozilla Firefox e The data extracted from WebFOCUS is for internal use only 2 Internet Explorer Security Settings Depending on your computer s 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 7 Loyola University Chicago Windows Internet Explorer Pop up Blocker Phishing Filter kt Manage Add ons Home 2 Index Contact Us Directories LOCUS Jesse ne Subscribe to this Feed Feed Discovery k Windows Update ys oe 7 5 SECA2. Tools Views Utilities Help FINANCIAL SERVICES Account Unit Reports Account Unit Reports 13 Agency Account Balances Loyo la U ive rsity h ica g 2 Gift Balances 3xxxxx Med R amp E Net Assets xxxxx Endowment Balances Account Unit Summary and Detail Profit Sharing Carry Forward Select Account Unit 100001 OFFICE OF THE PRESIDENT AU Summary Individual AU mr Select Fiscal Year 2013 select Period 12 June Select Accounts Expenses including payroll 1 Select parameters Select Budget Budget 1 Revised Budget Transaction Detail Yearto Date Payroll Detail Include 2 Select Output Type PDF Run Report Clear Form 2 Click Run Report Output Type PDF Sema FINANCIAL 02 SERVICES TEM RY Click to maximize Logoff Accessibility On Tree Tools Views Utilities Help report in a new window ORIAM GI Account Unit Reports X Account Unit Reports 188 Agency Account Balances 2 Gift Balances 3xxxxx Med R amp E Net Assets 4xxxxx Endowment Balances 22 m CI 5 ve Accounting Unit summary 5 xxxx Profit Sharing Carry Forward Revenue amp Expenses re rt to yo r AU Summary Individual AU 6 AU 100499 LOYOLA MAGAZINE AU Summary and Detail As of 04 30 2013 PC Preparing prop
3. Carry Forward Select Account Unit 100001 OFFICE OF THE PRESIDENT AU Summary Individual AU i S nunary Select Fiscal Year 2013 T Select Period 12 Jun ae Select Accounts Expenses including payrol Select Budget Budget 1 Revised Budget 1 Select parameters Transaction Detail Year to Date Payroll Detail Include Select Output Type PDF 2 Click Defer Logoff Accessibility On Tree Tools Views Utilities Help FINANCIAL SERVICES c Account Unit Reports 13 Agency Account Balances WebFOcUs a ad ILL EARTH Builders 2XXXXX Gift Balances 3xxxxx Med R amp E Net Assets Axxxxx Endowment Balances Profit Sharing Carry Forward AU Summary Individual AU AU Summary and Detail Wednesday April 17 2013 4 09 55 PM summary and detail has been successfully submitted for deferred execution You will receive a confirmation that your report was successfully submitted for deferred status Accessibility On Tree Tools Views Utilities Help FINANCIAL SERVICES Account Unit Reports B 198xxx Agency Account Balances Fe 2xxxxx Gift Balances E8 3xxxxx Med RAE Net Assets Axxxxx Endovyment Balances 1 ET m infarmatin WebFOCUS leferred Report Notificat Builders E2 G7xxxx Profit Sharing Carry Forward ES AU Summary Individual AU AU Summary and Detail
4. ContactUs Directories LOCUS LOYOLA EENT i e T 1 2 5 4 WEBREPORTS SEARCH umes 11 ro LJ 9 Scroll down to the Downloads section Under File download click Enable Dashboard To simplify Views link 18 Poy op eee RDS data 1 Enable pas Related Links WebFOCUS Documentation Enable Prompt Enable Framework setup Disable Enaka e Takes effect after you restart Internet Explorer go IL 60626 773 274 3000 Reset custom settings amp Disclaimer 2007 femp 10 Click OK 2 X Preparing people to lead extraordinary lives Home 2 Index ContactUs Directories LOCUS LOYOLA WEBREPORTS O Ew Disable Dashboard Enable Prompt To simplify at Downloads e ach Managed Reporting Logon RDS data gel 8 Enable lat Font download Report Libra Disable Related Links Enable _ WebFOCUS Documentation Disable Enable mg U Resources ago IL 60626 773 274 3000 ht amp Disclaimer 2007 Preparing people to lead extraordinary lives Home A Z Index ContactUs Directories LOCUS LOYOLA m WEBREPORTS SEARCH Z 7 DL T2 T3 E oe Security Select a zone to view or change security settings PAGE WELCOME 9 a
5. Dashboard Internet Local intranet Trusted sites Restricted Resources To simplify then click on the Views link Trusted sites IVE anaged Reporting Logon This zone contains websites that you RDS data ge trust not to damage your computer or your files TM You have websites in this zone Report Libra Related Links Security level for this zone WebFOCUS Documentation Custom Custom settings To change the settings cick Custom level To use the recommended settings cick Default level Enable Protected Mode requires restarting Internet Explorer IL 60626 773 274 3000 Custom level Default level ght amp Disclaimer 2007 12 Click OK j Preparing people to lead extraordinary lives 3 Accessing the WebFOCUS Web Page To access the WebFOCUS launch page go to the following URL https webreports luc edu Home 2 Index ContactUs Directories LOCUS WERREPORTS seamen F D IX OUK t SEARCH LINKS UNIVERSITY REPORTING WELCOME TO LOYOLA UNIVERSITY S WEBFOCUS LAUNCH PAGE Dashboard Logon Page For Report Viewers Resources To simplify dashboard navigation users will login to the General Dashboard View and then click on the Views link in the upper right This will show us rs only the group sites to which they have access Managed Reporting Logon RDS data generated on April 17 2013 1 07 01a Report
6. Library For Report Viewers Related Links WebFOCUS Documentation CHICAGO ROME BEIJING LOYOLA UNIVERSITY CHICAGO 6525 N Sheridan Rd Chicago IL 60626 773 274 3000 webmaster luc edu Text only Version Copyright amp Disclaimer 2007 LOYO UNIVERSITY CHICAD gt GLORIAM Preparing people ro leas extraordinary lHves Click on Dashboard Logon Page 4 Login Screen Managed Reporting sign on Enable Accessibility User Log in using your network ID Password a n d pa SS wor Click Logon 5 Views The views page 16 a listing of the domains report groups you have access to view Logoff Accessibility On Tree Tools Recent Favorites Views Personalize Utilities Help Please Click Views above to choose your group site 1 Click Views A new browser window tab will open Available Views E Access Check Budget Planning pg Capitals 2 Click Financial Reports to view all available reports pg Financial Reports Eg Health Sciences Division Eg SPA Grant Reports SPAID Lookup pg University Payroll Reports 6 Report Folders Report Folders are displayed as tabs and are a grouping of related reports Logoff Accessibility On Tree Tools Views Utilities Help FINANCIAL SERVICES Account Unit Reports 198xxx Agency Account Balances 2 Gift Balances 3xxxxx
7. TAR CH TOT OR ELT 133 97 amp 8 93 amp n 71 95 7 Running a report in Deferred Status 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 Logoff Accessibility On Tree Tools Views Utilities Help FINANCIAL SERVICES C3 Account Unit Reports 198xxx Agency Account Balances Loyo la U n ivers ity C h icago 2XXXXX Gift Balances 3xxxxx Med R amp E Net Assets Axxxxx Endowment Balances Account Unit Summary and Detail 67xxxx Profit Sharing Carry Forward Select Account Unit 100001 OFFICE OF THE PRESIDENT AU Summary Individual AU mu AW betes Select Fiscal Year 2013 T Select Period 12 June E Select Accounts Expenses including payroll Select Budget Budget 1 Revised Budget Transaction Detail Wearto Date Payroll Detail Include Select Output Type PDF E Dete Left mouse click report name Logoff Accessibility On Tree Tools Views Utilities Help LOYOLA i i FINANCIAL SERVICES 4 5 4359 GLORIAM E Account Unit Reports 198xxx Agency Account Balances Loyola U n iversity h icago 2xxxxx Gift Balances 2 3xxxxx Med RAE Net Assets Account Unit Summary and Detail Axxxxx Endowment Balances Profit Sharing
8. Wednesday April 17 2013 4 09 55 PM sumim detai To track the status of a deferred report click Utilities and select Deferred Status A new browser window tab will open with this information You can refresh the report status manually by clicking Refresh or automatically by entering a number of seconds and checking the Enable Refresh box 7X Deferred Report Status Moziila Firefox 4 ES E gt Google Deferred Reportstatus c File Edit wiew History 0 6 WebFOCUS Busness Intelligenge Das fat https 5 luc eXusibi_apps Controller vWORP_REQUEST_TYPE WORP_L4UNCH_CGI amp IBIMRP 7 WebFOCUS j Jeferred Report Status as of Wedresc ay Jecember 05 2007 4 43 07 PW 7 1 Refresh Sort By 81 paete a Help Refresh every seconds min 5 seconds Enable Refresh LJ Completed Date Time SubrNitted Domains Description Expires In Options Wednesday Degember 05 2007 4 28 11 Financial Reports available qift balances 24 days Wednesday December 05 2007 4 16 04 PM Financial Reports avallable dift balances 24 days Wednesday Decerober 05 2007 4 16 05 PM Financial Reports avallable gift balances 24 days Wednesday Decemyer 05 2007 4 17 56 Financial Reports avallable qitt_ balances 24 days View Queued Date Time Submit Domains Description Options Wednesday D
9. Le 2 us nh W Le 7177 41 22 21 0 CURRENT STUDENTS ALUMNI PROSPECTIVE STUDENTS FACULTY AND STAFF About Loyola Academics Admission Campus Life Resources News and Events Give to Loyola Calendars Continuing Ed Athletics Human Resources Register for Loyola Alerts Historic Timeline Departments Executive Ed Internships Information Commons Spring Semester Update Loyola Facts Programs Graduate Museum Jobs at Loyola Presidential Primary Experts Available for Mission amp Ministry Research Professional Student Affairs Libraries Comment Enables you to change settings 100 Loyola University Chicago Windows Internet Explorer c EPTERL B hetn prne er Loyola University Chicago Edit View Favorites Tools Help A Z Index ContactUs Directories LOCUS Local intrane Internet trust not to damage your computer or vour Files L8 88 11111722 5 Click Sites a S Security level For this zone Custom Custom settings To change the settings click Custom level To use the recommended settings click Default level Custom level Default level Reset all zones to default level SPECTIVE STUDENTS FACULTY AND STAFF About Loyola Academic News and Events Apply Give to Loyola Calendars Regist
10. Med R amp E Net Assets Zxxxxx Endowment Balances 67xxxx Profit Sharing Carry Forward AU Summary Individual AU AU Summary and Detail 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 Heports can be run a immediately or in a b deferred status Logoff Accessibility On Tree Tools Views Utilities Help g FINANCIAL SERVICES GLORIAM ve A Account Unit Reports 198xxx Agency Account Balances Loyo la U n ive rs ity C h ica go 2XXXXX Gift Balances 3xxxxx Med R amp E Net Assets 4xxxxx Endowment Balances 67xxxx Profit Sharing Carry Forward Select Account Unit 100001 OFFICE OF THE PRESIDENT z Account Unit Summary and Detail AU Summary Individual AU AU Summary and Detail Select Fiscal Year 2013 Select Period 12 ie Select Accounts Expenses including payroll Select Budget Budget 1 Revised Budget Transaction Detail Payroll Detail Include Select Output Type PDF To run a report left mouse click on the report name You will be prompted to enter desired parameters 7a How to Run a Report Immediately selecting Run Report will run the report immediately Only 1 report can be run at a time Logoff Accessibility On Tree
11. Type as Excel please refer to Internet Explorer Security Settings on page 2 What do you want to do with WFServlet xls Type Microsoft Excel 2003 From webreports luc edu Thefile won t be saved automatically Save as Cancel Click Open to open the file in Excel or oave save as to save the file to your PC If you clicked Open the file will open directly in Excel Click Yes at the prompt The file you are trying to open dnserror is in a different format than specified by the file extensio a trusted source before opening the file Do you want to open the file now FH E c M 1 Qoo in E ka m ren ETL Home Insert Page Layout Formulas Data Review View Acrobat F42 Fe B C D E 1 Loyola University Chicago 2 Accounting Unit summary 3 Revenue amp Expenses 4 AU 100499 LOYOLA MAGAZINE 5 As of 04 30 2013 5 T a8 Budg Month YID Commitments Available Used 9 ACCOUNT SUMMARY 10 100499 LOYOLA MAGAZINE 11 12 Expenses 13 14 Direct Non Salary Expense 15 6200 PRINTING INTERNAL 210 975 00 00 114 241 97 6 733 03 34 15 16 6202 PHOTOGRAPHY 16 000 00 00 00 16 000 00 0055 17 6220 POSTAGE SHIPPING HANDLI 94 617 00 18 000 00 89 034 68 5 582 32 94 10 18 6253 CONTRACTED OUTSOURCED SER 19 440 00 00 3 7 7642 15 663 58 19 43 19 Total Direct Non Salary Expense 341 032 00 18 000 00 207 053 07 00 133 978 93 60 71 20 Total Fanenses 341 032 081
12. e fo Aaa Surrender bes ACCOUNT SUMMARY 100499 LOYOLA MAGAZINE Expenses Direct Nou Salary Expense 8200 PRINTING INTERNAL 210 975 00 114 241 57 00 268 733 03 34 1595 5202 PHOTOGRAPHY 16 000 00 A 00 16 000 00 6220 POSTAGE SHIPPING HANDLI O4 417 00 00 ga 034 68 00 5 582 32 24 1055 8253 CONTE ACTED OUTSOURCED SER 19 440 0 3 776 42 00 15 683 58 19 43 Total Direct Non 5alary Expense 341 032 00 13 000 w AY J 133 078 93 60 7105 Total Expenses 341 037 00 15 000 i j 133 978 93 amp 0 7105 TOTAL 100499 341 032 00 Output Type Excel Logoff Accessibility On Tree Tools Views Utilities Help FINANCIAL SERVICES 3 Account Unit Reports 198xxx Agency Account Balances Loyola U nive rsity C h Ica go 2XXXXX Gift Balances 3xxxxx Med R amp E Net Assets Account Unit Summary and Detail 25 Axxxxx Endowment Balances Profit Sharing Carry Forward Select Account Unit 100100 BIDLOGY DEPARTMENT AU Summary Individual AU AU Summary and Deta Select Fiscal Year 2013 Select Period 10 April Accounts Expenses excluding payroll ee S 1 Select parameters Select Budget Budget 1 Revised Budget Transaction Detail Year to Date Payroll Detail Exclude Select Output Type Excel 2 Select Output Type Excel 3 Click Run Report If you encounter this error message or a similar error after running a report with Output
13. ecem 2007 4 43 04 Financial Reports ALI Summary and YTD Detail Reports will be divided Click View to open the report based on it s status Queued The report will open in a new Running Completed and Expired browser window tab Done webreports luc edu i Contacts Financial Systems http www luc edu finance financialsystems luc edu Rebecca Gomez Director Financial Systems amp Payroll xb 8725 rgomez1 luc edu Tracy Snowberger Senior Financial Systems Analyst xb 8711 tsnowbe luc edu The WebFocus User Manual can be found here http www luc edu finance fsdoc shtml
14. er for Loyola Alerts Historic Timeline Departments ecutive Ed nternships ntormatian Commons Spring Semester Update Loyola Facts Programs Graduate Museum Jobs at Loyola Presidential Primary Experts Available for Mission amp Ministry Research Professional Student Affairs Libraries Comment Internet 8 100 Pr fp c oA i Page Of Tools 4 Loyola University Chicago Windows Internet Explorer RAIE mex er File Edit wiew Favorites Tools Help Vd Loyola University Chicago E iz Page Of Tools BEA ABP ESA ETS ES EE REPELS REPELS EEE CELERY LLALA LLLA LEIAF LI LEP IAPA LIPIA LALLI LL LLTI LE IABE LAPRELA LE LAPLI LALLI LAF LAELA LILE LASAP LULA internet Anane e EE A Z Index Contact Us Directories LOCUS Jemen Advanced Programs General Security Privacy Content Connections LOYOLA CHICAGC Preparing people to lead extraordin 5 Trusted sites You can add and remove websi this zone will use Ehe zane s sg 6 Type https webreports luc edu and click Add Add this website to Ehe zone https webreports luc edu Websites Remove Require server verification htkps For all sites in this zone ECTIVE STUDENTS FACULTY AND STAFF About Loyola Academic and Events Give to Loyola Calendars 0 3 e Register for Loyola Alerts Historic T
15. imeline Departments ecutive Ed nternships ntormation commons Spring Semester Update Loyola Facts Programs Graduate Museum Jobs at Loyola Presidential Primary Experts Available for Mission amp Ministry Research Professional Student Affairs Libraries Comment Internet 100 7 Loyola University Chicago Windows Internet Explorer B hetero luc edu Joa 211 3A E Loyola University Chicaga Internet Options Security Content A Z Index ContactUs Directories LOCUS e UNIVERS CHICAGC Select a zone to view ar change security settings Local intranet 4411 14 58 Trusted sites This zone contains websites that you trust nok to damage your computer or Security level For this zone Custom settings To change the settings click level To use Ehe recommended settings click Default level Custom level Default level Zones bo default level About Loyola Jobs at Loyola Give to Loyola Historic Timeline Loyola Facts Student Affairs Mission amp Ministry Professional APPLY NOW REQUEST INFORMATION H M H p 112076 T Suus gs g dl NIAI 7 ISPECTIVE STUDENTS FACULTY AND STAFF News and Events Register for Loyola Alerts Spring Semester Update Presidential Primary Experts Available for Comment Internet pU Home A Z Index
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