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Entering Reportal
If using Forsta's SaaS, Forsta Reportal Designers and Reportal Viewers enter Reportal via the following URLs:
- On the USA site: https://reportal.us.confirmit.com
- On the UK site: https://reportal.euro.confirmit.com
If you are working from a different installation of Forsta Plus, the link will be different. Follow the links below for further information on logging in and passwords.
Logging into Reportal
When you enter the URL, the login page is displayed as below .
Figure 1 - The Reportal Login page
Note: It is possible to define a style for the login screen for a company. If this is done, all panelists and end users for the company will then log in using the custom login page. The setup is performed by the System or Company Administrator.
Type your user name and password into the appropriate fields.
Designers with Forsta Plus access can log in with their regular Forsta Plus user id and password (leave the Portal ID field empty). Designers without Forsta Plus access and Reportal Viewers must enter the Portal ID (End user list ID/Panel ID) in addition to their user id and password.
Note: Reportal Designers who have a Forsta Plus user license can also enter Reportal directly from Forsta Plus by going to the Home > Reportal menu command. Reportal then opens in a new browser window.
Important
If someone attempts to access the login page with an incorrect username and/or password, the number of attempts made is counted. When the counter reaches a preset limit, Reportal will lock for that user and a message will be displayed telling the user that they must contact their Reportal administrator to be given access. The user will not be able to log in again until the account is reopened. An email will also be sent to the user's registered email address informing them that they can use the Forgotten Password functionality to reopen their account.
This lockout and reopening functionality also applies for end-users and panelists.
On-Premise customers can themselves set the permitted number of attempts in the registry settings. The default number of attempts is 5.
Note: End-users and panelists can only be logged on to Reportal from one browser at a time. By default, Authoring and Reportal Users (the designers of the surveys and the reports) can be logged on to Reportal as many times as they wish (within the limitations of the user's license agreement). However the Forsta Plus system includes a setting that will also prevent duplicate log-ins by users.
The most recently accessed reports are displayed in the Welcome page .
Figure 2 - Example of a Reportal user’s home page
Click on a report link to open the report in edit mode.
In the event the list is extensive and you know some of the details about the report you wish to work with, you can use the Quick Find fields to help you find the report. Type in the report number, the report name, or a keyword (go to Searching in Lists for more information) and click Go to search the list for the report(s) answering the criteria. Once you have found the report you can add it to your Favorites list so it is easier to find next time.
The opening page displayed depends on the type of access you have. Reportal Designers and Viewers without Forsta Plus access go directly to a report list where the reports available to them are displayed. In this list, to open a report for editing you must right-click on the report and select Edit Report from the drop-down menu. A Reportal Viewer can only view and export a report (go to Exporting of Reports by Viewers for more information).
Figure 3 - Report list for designers
Forsta Plus users logging on to Reportal are brought to the Main Page. This page displays the Home menu, the Report List, Template List, Data Source List, and shortcuts to recently used items. In the Quick Access pane to the left, the links in the Create New section lead to the Report Wizard, Template Wizard, and Data Source Wizard. Under Go To, are short-cuts to the Report List, Template List, and Data Source List. Quick Find fields allow you to search for specific reports directly from the main Page. The same elements can be accessed from the Home menu across the top of the Main Page.
When you first open a report, the Report Editor page shows the Report Summary. This contains some general information about the report you have selected so you can ensure that this is the report you wish to work on . The summary page also contains a number of links that allow you quick access to some of the most-used functionality. Note that the Report Summary can be accessed at any time from the Report > Report Summary menu command.
Figure 4 - Example of the Report Summary information presented when you first open a report
Note: If you open a report for which the BitStream files have not yet been generated, then the files will be generated automatically and you will be presented with a message informing you of this. The message status will be updated when the files are available.
Click the white "collapse" button in the frame between the Quick Access pane and the main window to collapse the pane to give more space when editing reports, data sources, etc.
Login Overlay
For security reasons, if Reportal is inactive for longer than a preset time (perhaps you have gone to a meeting and left Reportal running) then the application will lock and a login page is displayed in front of the Reportal window . You will then need to log in again to continue your Reportal session. Your username will be remembered; just type your password into the Password field to log on in the normal way.
Figure 5 - The login overlay that is displayed when a Reportal session has timed-out due to inactivity
If you have made some changes in your report and Reportal locks before you have the chance to save them, then all is not lost. When you log in again, Reportal will reopen at the page you were last in, allowing you to continue where you left off (and save your changes at your earliest opportunity!).
Note: When Reportal locks in this way, you have a preset time within which you can log in and Reportal will reopen where you left off. If you do not log in within this time, then Reportal will close completely and any unsaved changes will be lost.