Infosource 2.0 Static and Archive Report Changes for Dental

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1 When we convert from Infosource 1.0 to 2.0 there will be a change to how you find and display Static and Archive reports. This document highlights the changes you will see and assumes you are already familiar with viewing Static and Archive reports in Infosource1.0. Organization of this Document: 1) Portal Login- how to connect to the Portal. The Portal is new in and is required due to technical changes made by MicroStrategy. The Portal will be your way to get to the Static and Archive reports in. 2) Static Reports Narrowcast reports that have been run for you and already formatted and exported to excel. Some reports get ed to you and some are available on Infosource website. This section will highlight the changes in finding your Static Reports that are available on Infosource. 3) Archive Reports Some narrowcast reports are available to be run for different time periods and have them formatted, exported to excel and ed to you within 24 hours. This Section will highlight the changes in finding the Archive reports and running them 4) My Subscriptions Narrowcast reports can be setup to run for you on a schedule. This section will highlight the changes in the display of your subscribed narrowcast reports. 5) Portal Password How to change your password on the Portal, and the logout step Note: the Portal is a temporary solution for displaying Static and Archived reports and is not recommended by MicroStrategy as a long term solution. A new solution will be researched and implemented at a later date. Page 1 of 22 8/6/2013

2 Portal Login Section Infosource 1.0 Home page Highlighted sections are where you go for Static and Archive reports in Infosource 1.0 Home page In the Static Reports and Archives have been moved. You have to go thru a portal to get to the new location. Click the new link above called Static Reports/Archives Page 2 of 22 8/6/2013

3 Portal login There is a new login screen for Static and Archive reports and will appear in a new web page. You will need to login again and this time you need to use your Infosource 1.0 username and password. Click on the link at the bottom (Static Reports and Archive Help) to see this help document. Note: Click Forgot Password link to get instructions on resetting your password Forgot Password This message will appear in a new window. Close the window to exit. Portal Home page This is the new Home Page for Static and Archive reports. Most will see one folder but some may see multiple folders. Page 3 of 22 8/6/2013

4 Static Reports Section Infosource 1.0 Static summary reports list Click on the appropriate folder (most users will see only one folder) Here is a list of all narrowcast reports, both those that get ed and those that are available via Infosource. The icons to the left of the report name indicate if it s a ed report or an Infosource report. The reports that are currently available for viewing on Infosource are underlined. Page 4 of 22 8/6/2013

5 Portal Static summary report list Click on the appropriate folder (most users will see only one) Next you will see the same Static Reports list as Infosource 1.0 except its ONLY reports available on Infosource. The reports that are sent via are no longer displayed. The reports that are currently available for viewing are BOLD and underlined. In the example above the Daily Sales New and Sundry POS reports are available. Page 5 of 22 8/6/2013

6 Portal Static Report summary alternate view Another way to see static reports is to click the folder name in the menu upper right Clicking My Subscriptions or Archives on this page will take you to the appropriate page. If you click on the Static Reports item you can see a different view of static reports The static reports are listed on the left side and are the same reports listed on the MySubscription page, only presented a little differently. You will have to scroll down to see all the reports. If a report is Bold and underlined it is available for selection Page 6 of 22 8/6/2013

7 Infosource 1.0 Static report selection Above is an example of selecting a report from the summary list of static reports (Sundry POS) and getting a link to the excel output. Click on the excel attachment link to open the excel file Portal Static report selection Above is an example of selecting a report from the summary list of static reports (Sundry POS) and getting a link to the excel output. Click on the I have Internet Explorer link for instructions on how to download your excel file. Page 7 of 22 8/6/2013

8 Portal Static report selection (cont.) The other static reports are available on the left for easy selection. In the above example Daily Sales New is also available for viewing. Click the link to select the report (see below) Page 8 of 22 8/6/2013

9 Archive Reports Section Infosource 1.0 Archive Reports Select the desired folder on Archives Select the report you want from the list or select a sub-folder to select a report inside Click on the selected report. In this example select Brand New Day Archive. Page 9 of 22 8/6/2013

10 Infosource 1.0 Archive Reports (cont.) Follow the steps to run archive report Brand New Day Archive. Select Next to continue. Note: you cannot change the schedule or the address. Select Next to go to the prompt page Page 10 of 22 8/6/2013

11 Infosource 1.0 Archive Reports (cont.) Highlight the desired month and click the right arrow to select it. Click Next to run the report. Your report will be run and ed to you within 24 hours. Click ok. Page 11 of 22 8/6/2013

12 Portal Archive Reports Select Archive from the Subscription screen Next, click on the Archive folder to open Select the report you want from the list or select a sub-folder to select a report inside Page 12 of 22 8/6/2013

13 Portal Archive Reports (cont.) Click on the selected report. In this example select Brand New Day Archive Currently the only address option is . Select Next to continue. Page 13 of 22 8/6/2013

14 Portal Archive Reports (cont.) Select Next to go to the prompt page Highlight the desired month and click the right arrow to select it. Click Next to run the report. Page 14 of 22 8/6/2013

15 Portal Archive Reports (cont.) The report has been submitted to run and will be ed to you within 24 hours. Click OK to return to the subscription list, or click Change Selection to run the report again for a different month. Page 15 of 22 8/6/2013

16 Infosource 1.0 My Subscriptions My Subscription Section Under the My Subscriptions you will see a folder (some have multiples). Click the appropriate folder. You will see a list of all narrowcast reports subscriptions. The address column shows whether the report is delivered via or available as a web page on Infosource as a static report. Page 16 of 22 8/6/2013

17 My Subscriptions (not the portal) There is still a My Subscriptions menu item on the InfoSource 2.0 home page but it will be used for Distribution Services subscriptions. This is the new recommended delivery tool for subscribed reports. Narrowcast report subscriptions will no longer be displayed here. In you need to go through the Portal to see Narrowcast subscriptions. Page 17 of 22 8/6/2013

18 Portal My Subscriptions The Portal MySubscriptions shows all your narrowcast subscriptions that are available on Infosource as web pages. Only the ones that are bold and underlined are currently available for viewing. Normally this will be most of your reports. Note: the subscribed reports that are delivered by are no longer listed in. Also, this list can be sorted by clicking on the column headers Page 18 of 22 8/6/2013

19 Infosource 1.0 My Subscription edit Select Edit to switch from web page to and visa versa Portal My Subscription edit Select edit to change from web page to only. Page 19 of 22 8/6/2013

20 Infosource 1.0 My Subscription edit Infosource 1.0 allows you to choose either web page or for delivery. You can go back and forth. - Portal My Subscriptions edit Portal only allows you to keep the current web page or switch to . Once you switch the report to delivery it will be permanent. You will not be able to switch back to web page, and it will no longer appear on the MySubscription list on the Portal. Tip: if available, download the report before switching to since the next scheduled distribution may not be for awhile. Page 20 of 22 8/6/2013

21 Infosource 1.0 My Subscription edit Portal My Subscription edit This report will now be delivered by . Note: the Credit Percents subscription is no longer listed on the portal now that it is delivered by . Page 21 of 22 8/6/2013

22 Portal password change Portal Password Section To change your Portal password, click the Preferences menu item. You will be able to change your password. Click Change Password button when done. Here is your confirmation page. Click ok to return to the subscription list. To logout of the Portal click the logout menu item. You will be logged out and taken back to the portal login page. Page 22 of 22 8/6/2013

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