WebIntelligence Reporting Sub-Categories

General WebI Tips General WebI Tips (22)
Knowledge Base Articles with tips for WebIntelligence Report Readers.
Scheduling WebI Reports Scheduling WebI Reports (3)
Add Scheduling to your WebI Reports access to get greater control over when your reports are run, and to distribute the output easily to others.
WebI Report Creator WebI Report Creator (13)
Knowledge Base Articles with tips for WebIntelligence Report Creators.
WebIntelligence Reporting Articles RSS Feed
WebI: Report Creators - Using an Excel spreadsheet as a data provider
Viewed 5461 times since Mon, Apr 25, 2016
Question: I'm a report creator and I'd like to use an Excel spreadsheet as the data source for a WebI report.  Is there a way I can use Excel as a data provider?Answer: Report creators can use an Excel spreadsheet as an "external data... Read More
WebI: report creators: using alerters (aka conditional formatting)
Viewed 4718 times since Fri, Mar 25, 2016
Question: I am a WebIntelligence report creator.  I would like to be able to turn a row red if the dollar amount falls below zero, and highlight other rows in yellow based on information in the comments.  How do I create this conditional formatting... Read More
WebI: FTP and SFTP scheduling destination options in version 4.1
Viewed 2660 times since Thu, Mar 24, 2016
Problem:When scheduling reports, the options "FTP Server"  and "SFTP Server" are listed as Destination options, even though these are not supported options for scheduling WebI reports.Cause:This is a known issue.Resolution:The only destinations that... Read More
WebI Account FAQ
Viewed 2370 times since Tue, May 12, 2015
What is a WebI Reporting Account? WebIntelligence is the end-user tool used as a reporting solution for Banner Finance, Banner HR, UNH Banner Student, UNH Banner Advancement, InfoEd, FAMIS, ITSM/Remedy, and other applications.  WebIntelligence... Read More
WebI: Issue with Multiple Cascading Prompts in version 4.1
Viewed 1933 times since Wed, Mar 23, 2016
Problem: Cascading prompts are prompts used together in a hierarchy where one prompt is used to limit the selection of the next one. When a WebI report uses two sets of cascading prompts, the first set of cascading prompts works fine, but the second... Read More
WebI: for Report Creators: Issues with formulas in version 4.1
Viewed 1866 times since Wed, Mar 23, 2016
Problem:On WebI reports in version 4.1, variables that use old context calculation methods do not aggregate correctly, which causes invalid summary totals, counts, and averages, and invalid hidden (or unhidden) sections.Cause:This is caused by the... Read More
WebI: Applying Chart Color Palettes Consistently on all Report Tabs in version 4.1
Viewed 1531 times since Mon, Jul 25, 2016
Problem: When a report developer creates a stacking column chart or bar chart and selects a color palette, it applies correctly to all but one report tab.  Details: For each chart, the developer chooses a color palette by right-clicking the edge of... Read More
WebI reporting: using "Find" function beyond the current page
Viewed 1329 times since Fri, Dec 11, 2015
Question: I  need to search for a word, number, or phrase within a WebI report with many pages.  The "Find" function (the icon with binoculars)  works only on the report page I am on.  How can I search the entire content of the report tab I am on... Read More
WebI: Scheduling WebI Reports
Viewed 1290 times since Wed, Jul 20, 2016
Question:When does it make sense to schedule reports?  How do I schedule WebI reports to a network drive, a BOX folder, or someone else's WebI Inbox? What Best Practices should I follow when scheduling WebI Reports?Answer:It makes sense to... Read More
WebI: BI workspaces preference error in version 4.1
Viewed 996 times since Thu, Mar 24, 2016
Problem:When you select "BI workspaces" within Preferences, you receive the following error:  "HTTP Status 500 - org.apache.jasper.JasperException: java.lang.IndexOutOfBoundsException: Index: 0, Size: 0".Cause:The BI Workspace functionality is not... Read More
WebI: Published reports: folder location and settings in version 4.1
Viewed 880 times since Wed, Mar 23, 2016
Published reports in WebI 4.1 Question 1:Where are the published WebI reports located in WebI version 4.1?Answer 1:Published reports are now located on the Documents tab in the section on the left called "Folders".  After logging in,  select the... Read More
WebI: Issues with WebI’s PDF view such as missing navigational elements, spinning wheel, and PDF errors
Viewed 871 times since Thu, Mar 24, 2016
Problem:When I use the BI Launch Pad PDF view in WebI, sometimes I cannot get to the PDF page. If I do get there my settings don't stick (or some items, like report tabs, don't display).  Are there tips for using the PDF view... Read More
How to Change Your Default Browser in Windows 10
Viewed 793 times since Tue, Jul 26, 2016
Edge is the Windows 10 default browser. It will not work with any UNH Enterprise Applications. Follow these steps to change your default browser: 1.       Click on the Start Menu.2.       Click on Settings in the Start Menu.3.      ... Read More
WebI report prompts are out of order
Viewed 609 times since Wed, Mar 23, 2016
Question:Why are my prompts listed in the wrong order in the Advanced Prompt window?Answer:The order of prompts in the Advanced Prompt window is controlled by the report creator.  The creator must open the report in Design mode and access the query.... Read More
WebI: Finding the Refresh buttons in version 4.1
Viewed 570 times since Wed, Mar 23, 2016
Question:In WebI 3.1, when I opened a report, there was a Refresh button in the upper right-hand corner to refresh a report.  I can't find that button in the new version of WebI.  How do I refresh reports if I do not want to use the User... Read More
WebI: UNH Banner Student Term Codes explained
Viewed 570 times since Tue, Jun 21, 2016
Question:  What are the details of how UNH Banner Student term codes work, and how is "Current Term" determined?Answer:10 = Fall term30 = January term50 = Spring term70 = Summer term The year changes in the Fall.   For example, as of June 1, 2016... Read More
WebI: column headers on a report became very tall in version 4.1
Viewed 540 times since Fri, Mar 25, 2016
Question:The column headers are very tall on a report, causing the report to generate many more pages than in the previous version of WebI.  Why is this happening? Answer:This occurs if any of the table header columns has been shrunk to hide display... Read More
WebI Login Issues
Viewed 532 times since Fri, Apr 1, 2016
I get an error message when I try to access the WebI login screen from the Gateway page or when I use a pre-saved bookmark OR I can see the WebI login page, but when I enter my userid and password, I get an error. Most Login issues are resolved by (1... Read More
WebI: "Undefined" List of Values in version 4.1
Viewed 529 times since Wed, Mar 23, 2016
Question:Why do I see the word "undefined" at the top of my list of values (LOV), or as the title for the list of values?Answer:The EIM team occasionally creates a "custom LOV", a special list of values that refines the selection for use in prompts.... Read More
WebI: can mobile properties or categories be used in version 4.1?
Viewed 496 times since Fri, Mar 25, 2016
Question:When I right-click a WebI report, or click a report and choose the "More Actions" menu, I see options for Mobile Properties and Categories.  Are those features I can currently use?Answer:In this phase of the WebI version 4.1 deployment we... Read More
WebI Resources
Viewed 459 times since Fri, May 27, 2016
Question: Where can I find the various WebI-related quick guides and other assistance?Answer: The WebIntelligence Web Site is packed with resources to help you with WebI. There you will find the latest WebI news, and links to: The Report Reader... Read More
WebI: Send button within an open report in version 4.1
Viewed 450 times since Wed, Mar 23, 2016
Question:Why is the Send button grayed out on the menu bar of an open WebI report? Answer:This is expected behavior.  You cannot Send from within a report; you must do so from the Document tab.  To send a report, follow these steps: Click the Save... Read More
WebI: Drill error when trying to filter a report in version 4.1
Viewed 404 times since Fri, Mar 25, 2016
Problem:When you click the Filter Bar button on an open WebI report, you get the "Drill" error below. Cause:This is a known issue that occurs if your account Preferences are set to the following: in the Web Intelligence section, Drill Options area,... Read More
WebI: Compatibility with Other Software (browsers, Java)
Viewed 381 times since Wed, Mar 23, 2016
Question:How do I know if the current version of WebI is compatible with the my browser (such as Internet Explorer (IE), Firefox, or Chrome), my Windows operating system, or my version of Java?Answer:Please refer to the WebI section of the ETS... Read More
WebI: Bookmark No Longer Works
Viewed 341 times since Wed, Mar 23, 2016
Question: My WebI bookmark in my browser no longer works.  What should I do? Answer: Sometimes when WebI is upgraded, the URL for the Website has to be changed.  Bookmarked URLs will no longer work. Remove old WebI bookmarks and instead access WebI... Read More
WebI: questions about Crystal reports and preferences
Viewed 266 times since Thu, Mar 24, 2016
Question:I see a "Crystal Reports" section within Preferences.  When I click the Crystal Reports section, there are several options that I can adjust.  Does that mean that I can run Crystal Reports from WebI?Answer:Crystal Reports are not... Read More
WebI: Concurrent Sessions or Licenses Exceeded Message
Viewed 262 times since Wed, Apr 6, 2016
Problem:You try to log in to WebI and receive an error message that says, "Account information not recognized: All of your system's Concurrent Access Licenses are in use at this time or your system's license key has expired. Try again... Read More
WebI 4.1 Report Creator Cannot Position Grand Total Block Relative to Prior Section
Viewed 236 times since Wed, May 3, 2017
Problem: When working in any WebI 4.1 Report Creator tool, if you have sections, and want to create an end-of-report object, such as a Grand Total Cell or a Summary Table, you cannot  position the new object relative to the last section. Instead you... Read More
WebI 4.2 Issue - Missing and Invalid Prompt Answers when Rescheduling a Report Instance
Viewed 51 times since Wed, Jan 31, 2018
Issue: When rescheduling a failed report or a recurring instance the prompt answers are invalid or missing. Additional Behavior: When you reschedule a Failed Report or Recurring instance, you are presented with the information that was saved with the... Read More
WebI: When Running Reports in WebI the Prompt Panel is Missing
Viewed 49 times since Wed, Feb 21, 2018
Problem: In Internet Explorer (IE), when running reports in WebI, the Prompt Panel is missing.Environment: Internet Explorer only.  Other browsers are not impacted.Resolution:If you prefer to use IE, rather than other browsers such as Firefox or... Read More
WebI Enterprise Authentication Login Requirement for KSC and PSU
Viewed 48 times since Wed, Jan 31, 2018
Question: The Quick Start Guide instructs WebI users at Keene (KSC) and Plymouth (PSU) to set the Authentication to "Enterprise" when logging in.  I cannot login that way, but I can login if I set the Authentication to LDAP.  Is it okay for me to... Read More