The Document Creation Process

Note: For a complete description of the Web Panel, where you create and edit WebIntelligence documents, see Web Panel Overview.
If you're opening the Web Panel for the first time, see Opening the Web Panel for the first time.

To create a new WebIntelligence document, follow these basic steps:

1. Select a universe and open the Web Panel.
2. Build the document query using the universe's objects.
3. Run the query by clicking the Run Query button.

The WebIntelligence system processes your request and displays the resulting document on the Document Results page.

Note: If you want to save the query you have defined without running it. Click Save and Close. The report is saved with no data. You can retrieve the data and run the query by using the Refresh command.

Return to topic: Creating and Editing WebIntelligence Documents