InfoView Training

1. WKU INFOVIEW
A Web Reporting Tool at WKU

2. WKU INFOVIEW
◦ You will login to InfoView with your NetID and password.
NetID
NetID Password
Select Windows AD

3. ◦ When logged in, the InfoView home page should display – with the Documents tab appearing
as the home page or others as listed based on your settings. Everyone should see Public Folders
– this folder will show all folders you have access too.
◦ All Faculty/Staff employees will have access to the WKU Campus Community folder once they have been
activated in HR.
◦ You must be granted access to any secure folders by contacting WKU ITS Application Support.

4. ◦ The Documents tab should be the defaulted tab that appears when you access InfoView.
◦ This is changed by going to Preferences in the top right and selecting how you wish to view
your start page.

5. ◦ The Documents box will contain:
◦ My Favorites
◦ Inbox
◦ My Alerts
◦ Subscribed Alerts
◦ Personal Categories(which is not used)
◦ The Folder box will contain:
◦ Public Folders
◦ Student Folders
◦ Please note, this contains departmental folders
that are secure.
◦ Without access to a specific folder, this folder
will not be shown.
◦ WKU Campus Community
◦ The Search box allows you to search by
report name or detail

6. ◦ The Home tab has two blocks of information that you may use.
◦ My Recently Viewed Documents
◦ My Recently Run Documents
◦ The other three blocks of information will not be used often

7. ◦ The Navigation Tool will contain:
◦ View Link (opens the Prompts form)
◦ Properties Link (gives the title of Report and Description of what the report should contain)
◦ Date the Report was created and last modification
◦ The New Menu Link:
◦ Allows you to add folders if you use the My Favorites function
◦ You will not use any of the other links under this menu

8. ◦ The Organize Menu (when a report is highlighted) will allow you to create a shortcut in My
Favorites, Copy Shortcut, Paste Shortcut, and Delete.
◦ Never delete anything delivered by ITS.
◦ Only delete what you have created or generated.
◦ The Send Menu may be used by the campus community but will only be the email function.

9. ◦ The More Actions menu will use the schedule and history function.
◦ You will not use the:
◦ Mobile Properties
◦ Categories
◦ Some areas will be able to use the Document Link
◦ The Details Menu will display a summary of the report information
◦ When selected it will open a panel to the right of the form displaying the information

10. ◦ You schedule reports by:
◦ Finding the folder that contains the report you want to schedule.
◦ Select the report by doing a right click on the report title and selecting Schedule

11. ◦ Select the Prompts function on the left side
◦ Edit the Values of the Prompts and return to the Prompts Page
◦ Click Schedule in the bottom right corner

12. ◦ Once you run a report, the History page will come up showing the instances the report has been
ran.
◦ The status will be pending until it finishes processing, then will go to Success or Failed
◦ If needed, you may refresh the report

13. ◦ Changing the format of a report:
◦ Most are created in Crystal Report
◦ When in the Schedule report function, you will click on the Formats on the left side
◦ The menu drops down to list report types available
◦ Make sure your prompts are complete before clicking the Schedule in the bottom right

14. ◦ To view the History of a report:
◦ Highlight the report title
◦ Right click on the report
◦ In the menu, select History
◦ You will see a list of the report instances ran, who ran the report, as
well as any prompts used

15. Helpful List of Codes
used in Banner

16. ◦ College and Department Codes (STVCOLL in Banner)

17. ◦ Departments: (STVDEPT in Banner)

18. Major, Minor Codes (STVMAJR in Banner)
◦ Additional Codes may be found in Banner on the screen above.
◦ If you do not have your department code and do not have access to Banner, please email us and
we will gladly provide that code.

19. Ethnic Codes (STVETHN in Banner)

20. Gender Identity (GTVGNDR in Banner)

21. Personal Pronouns (GTVPPRN in Banner)

22. Religion (STVRELG in Banner)

23. Legacy (STVLGCY in Banner)

24. Additional Information:
◦ Additional information may be found in the InfoView manual located in this training or by
visiting:
◦ https://www.wku.edu/its/infoview/
◦ Please contact WKU ITS Application Support at app-support@wku.edu for further questions.
◦ KB Articles for additional support in running various reports are found
https://td.wku.edu/TDClient/34/Portal/KB/?CategoryID=48