Find a Document in Public Folders

1. Select Public Folders on the left side of the D&A page. See Figure 1.
   
   Figure 1: Documents view. Click image to enlarge.
    
2. Click + next to the desired folder to expand and view sub-folders. See Figure 1 above.
3. Click on the folder name to view the reports contained in the folder.
4. The Documents list will populate in the right-hand panel for those documents to which you have access.

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Find a Document in Categories

1. Select Categories on the lower-left side of the D&A page. See Figure 2.
   
   Figure 2: Categories at bottom of folder list. Click image to enlarge.
   
2. Click + next to Corporate Categories to expand and view sub-folders.
3. Choose the category or sub-category from the left-hand menu that most closely matches the information type you are seeking.
4. The Document list will populate in the right-hand panel for those documents to which you have access.

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Find a Document via Search

1. Type your search term in the Search Box in the upper-right of the D&A page; hit Enter or click on the Magnifying Glass icon. See figure 3.
   
   Figure 3: Refresh Icon. Click image to enlarge.
   
2. The Search Results will populate in the right-hand panel for those items which match your search criteria.
3. In the left-hand menu select the appropriate Type such as "web intelligence" to further refine your search to Documents only.

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Running Pre-Defined Documents (Reports)

Opening a Document

From the Documents list:

1. Navigate to the document (report) which you would like to run. See Figure 1 above.
   
2. Double-click on the document name.
   The document will open in a new tab within Data & Analytics. The document may be configured to open in one of three ways.
   
   1. The selected document will automatically retrieve data
   2. The selected document will open with neither data nor prompts. It will need to be manually refreshed and prompts answered.
   3. The selected document will display a prompts pop-up window (see Answering Prompts section).

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Refreshing a Document

Refreshing a document (report) updates the data contained in the report to the latest information contained in the Data & Analytics system. The refreshed data will be based on parameters embedded in the document or the prompts you have answered (see Answering Prompts section). In order to refresh the data pulled by a document (report), click on the refresh icon on the top toolbar (see Figure 4 below).

         Figure 4: Refresh Icon. Click image to enlarge.

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Answering Prompts

Prompts allow you to tailor the data returned in your document (report) to meet your specific needs. Based on your answers to the prompts the resulting document (report) will display the data and allow interaction.

Figure 5: Prompts pop-up box. Click image to enlarge.

The Prompts pop-up box displays all prompts available for customizing the returned data.  Prompts preceded with a green check mark  are either optional or have default values pre-selected. Prompts preceded with a red arrow  require a response before the document will run. Required prompts are also preceded by an asterisk. 

1. Click the prompt you wish to modify from the Prompts Summary.

2. The values for the prompt will display in the Values List. If no values are displayed, click on the Refresh Values icon  to refresh the Values list.

3. Select your desired value by:

1. Double-clicking on the desired value, or

2. Clicking the desired value to select and clicking the right-arrow icon  to add as a value.

4. Repeat steps 1 - 3 for each prompt on the Prompts Summary
5. Ensure that each prompt has a green check mark to the left indicating that it is complete.
6. Click OK in the bottom right of the Prompts Summary box to execute your refresh.

NOTE

To search for a value type in your search criteria in the search text box and click the binoculars to execute the search.

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