Quick Start Manual
User Guide 5
Modifying an existing report
To modify an existing report:
1. In the Folders pane, browse to the location where you saved the report.
2. Click the Modify link which appears below the report name. This will bring you to the Result
Objects pane where you created the report.
Adding new charts to reports
To add a new chart to a report:
1. While modifying a report, verify that you are in Report View. The Edit Report button is
highlighted when you are working in Report View. In the report objects pane, select a report you
created by clicking the top edge of the table. A gray box displays around the table.
Figure 2 A selected report
2. While pressing the CTRL key, drag and drop the report onto an empty space on the same
window. A copy of the report is created.
3. Select the copied report by clicking the top edge of the table. A gray box displays around the
table. Right-click and select the Turn To option. A pop-up window displays the available chart
types.
4. Select a chart type, and click OK.
For more information, see the “Applying a different template to existing tables” section of the
“Inserting and formatting tables” section of the Building Reports Using the Web Intelligence Java
Report Panel guide.
Emailing reports
To email a report while viewing it, select Send > To Email.
For more information, see the “InfoView Home Page” section of the “Getting Started” chapter of the
InfoView user’s guide.
Scheduling a report to be emailed
To schedule a report to be emailed:
1. In the Folders pane, browse to the location where you saved the report.
2. Click the Schedule link below the report name