Find Reports

Video

Step-by-Step Guide

Reports can be found in many different places:

All of them require switching to the "Documents" tab from the home screen, shown here:

screenshot of InfoView

A. Corporate Reports

Corporate Reports are centrally managed and certified reports of general interest available in some of the major InfoView universes ( More Information).

0. Prerequisites: You must have access to a universe to see the corporate documents in that universe.

1. From the home screen, click on the "Documents" tab (shown above)

2. In the left navigation panel, select "Categories"

screenshot of InfoView showing how to navigate to categories

3. Double click on the universe you want in the contents area (right), or expand the folder in the navigation area (left) by clicking the "+" symbol.

screenshot of InfoView showing how to navigate inside categories

The available Corporate Reports will display in a list or organized in folders.

If the folder is empty: you do not have access to the universe.

B. Shared Folders

Many units have shared folders where they store or share reports for their unit.

0. Prerequisites: You must have access to a shared folder to be able to see it.

1. From the home screen, click on the "Documents" tab (shown above).

2. In the left navigation panel, select "Folders"

screenshot of InfoView showing how to navigate to folders

3. Double click on the folder that you want in the contents area (right), or expand the folder in the navigation area (left) by clicking the "+" symbol.

screenshot of InfoView showing how to navigate in folders

If you can't find a folder: you probably have not been granted access to the folder yet.

C. Inbox

Report-writers can send you reports inside InfoView. These reports will arrive in your Inbox.

To access your BI-Inbox:

1. From the home screen, click on the "Documents" tab (shown above).

2. In the left navigation panel, select "Inbox" (see below).

3. The reports you have in your inbox will display in a list in the content area (right). Unopened reports are shown in bold.

screenshot of InfoView showing how to navigate to inbox