Open and Refresh Reports

Video

The following video will auto-play:

Step-by-Step Guide

1. Find a report that you want to open

Don't know how to find your report? Check out our Find Reports video and guide.

screenshot of InfoView showing how to find a report

Shown here: "Course List Report" Corporate Report from the Student Universe.

(What are Corporate Reports?)

2. Double click on that report. It will open in a new InfoView Tab.

screenshot of InfoView showing how a report opens in a new tab

Reports have multiple tabs, which can show different tables pulling from the same data.

There are two different ways to navigate between report tabs:

a) Click through the tabs underneath the report (shown below)

b) Click and choose from a list via the button in the footer row

screenshot of InfoView showing how to navigate between report tabs

The report will show the information that it contained when it was saved last.

Empty reports look like this:

screenshot of an empty InfoView report

Warning: If your report is not empty, it might have very old data in it!

3. To retrieve the newest data, refresh your report by clicking the "refresh" button in the bottom right corner.

This will also show you when the last time the report was refreshed and saved.

screenshot of InfoView report with the refresh button marked

4. If the report contains prompts, a window will pop up and you will have the opportunity to fill in what information you want to see.

Type in the values or select from the list (if available) and click the ">" button to fill out a prompt.

Screenshot of InfoView prompts pop-up panel

To see more instructions about how to fill in prompts, check our our Prompts Guide.

Tips and Tricks:

The "User Prompt Input Panel" can be helpful for reports with prompts.

1. Navigate to the User Prompt Input Panel by clicking on the "(?)" on the left menu bar (shown below).

2. To open the Prompt Input Panel directly, click "Advanced" (shown below).

3. Or, fill out the prompts in the User Prompt Input Panel and click "Run"

Note: The "Run" button labeled in step 3 will be grayed out until all the required prompts are filled out.

screenshot of InfoView report showing how to use the User Prompt Input window