Summary

Instructions for InfoBurst users for how to add a WebI Document to InfoBurst.

How-To

Note: Before you can add a WebI document to InfoBurst, you must first be sure to have entered in your user credentials for the WebI platform in InfoBurst. Please see our Knowledge Base Article Entering User Platform Credentials for information on how to complete this task.

Instructions

Step 1 - Log in to InfoBurst

Step 2 - Select the Manage tab at the top of the page to bring up the list of folder files. Click on “My Home” or the name of the folder/subfolder you would like to add the document to.

Step 3 - You can create a new folder in either “My Home” or a group folder you have access to by clicking the NEW icon and selecting “folder”.

Step 4 - Enter a name for the folder then press the “enter” key.

In this example we will use the Demo folder we can access to add our WebI document to:

Step 5 - Select the folder then select NEW and then DOCUMENT

On the NEW DOCUMENT screen

Step 6 - Select the name of the platform you wish to add a document from. For Webi select Boxi.

Step 7 - Click Browse Boxi

Note: If you receive an error message:

1. Double check that you have entered in user credentials for this platform. See the article Entering User Platform Credentials for more information.
2. If you do have credentials already entered, try updating the existing credentials and try again.
3. If you still encounter an error, please submit an Data, Analytics, and Reporting ticket with the specific error message you are receiving

Step 8 - A list of your available Public Webi folders and reports will appear. Please note your personal folders and WebI inbox are not available to browse

• Note: If you have a custom report that you need to schedule, please submit an Data, Analytics, and Reporting ticket and we can work with you to find a solution.

Step 9 - From this list navigate to the document/report that you wish to add, click the checkbox next to the document and click SELECT in the lower right corner.

Step 10 - InfoBurst will upload the document and information about the report into the folder you selected/created in Step 3 above.

Outcome

Your WebI document is now available to add to a Burst. Refer to article Creating a Burst to prepare your report for scheduling

Further Readings 

Entering User Platform Credentials

Creating a Burst

Delivery Options

Creating a Schedule

InfoSol Help Desk (Vendor site)  

Need additional help?

If you need additional InfoBurst support, please submit a Data, Analytics, and Reporting ticket.