WebCATS FAQ Search
Have a burning question? Browse our listing of frequently asked WebCATS questions by topic to see if others have had the same question. You may find that quick answer or those exact step-by-step instructions you're looking for.
If you'd like to browse the titles of the below FAQ articles, begin typing a keyword or phrase in the field below and the grouping of articles will narrow as you type. If you'd like to search the contents of the below FAQ articles for a particular keyword or phrase, click the Search field. Search results are displayed in a new browser window.
OutreachSystems Customer Service
What is OutreachSystems' Technical and Customer Service Policy?
eCenter Direct
How do I set up and customize eCenter Direct? (Overview)
How do I enable new clients to sign up for services from eCenter Direct?
How do I enable eCenter Direct's client directory feature?
Are the WebCATS online electronic signatures recognized by SBA?
How do I customize the "Network of Centers" listing on eCenter Direct?
How do I configure the eCenter Direct left hand menu?
How do I customize the text on eCenter Direct?
How do I set up eCenter Direct event payment to a PayPal or other online payment system account?
How do I publish a conference or other training event on eCenter Direct?
How do I post documents to eCenter Direct?
How do I create, post, and advertise surveys?
How do the built-in client activity questions available for client surveys work?
Can my clients update their own account information from eCenter Direct?
Understanding System-Defined Scorecards
Understanding the DLA 1806 Scorecard (Version 2007)
Understanding the DLA 1806 Scorecard (Version 2011)
How do I create quarterly and annual goals for the DLA 1806?
Understanding the Economic Impact/Capital Infusion Scorecard
Understanding the 2007 Version of the SBA Quarterly Case Scorecard
Understanding the 2003 Version of the SBA Quarterly Case Scorecard
Understanding the SBA Training Scorecard
Understanding the Counseling, Training, and Awards Overview Scorecard
Understanding the Jobs, Sales, and Investments Scorecard
Scorecards
How do I generate a scorecard?
What is a scorecard layout record?
How do I create a custom scorecard?
What is a scorecard definition record?
What is a scorecard goal record?
How do I display scorecards on the WebCATS dashboard?
How do I schedule reports and scorecards?
Once I have generated a scorecard, what can I do with it?
How do I scorecard survey questions?
Reporting (Built-in & Custom Reports)
How do I run a built-in report?
My reports and mailing labels aren't being properly formatted during printing. How can I fix this?
How can I keep my browser's header and footer from printing on forms such as the SBA 641?
What's a Comparative Awards Report?
Why is the Report button missing when I try and report on certain records?
How do I create a personal list of favorite reports?
What is the "Network Favorites" tab found in WebCATS' reporting modules?
How do I design a custom report?
How do I share a saved custom report with others?
How do I export data from a report in WebCATS into Microsoft Excel?
What are "OutreachSystems Sample" custom reports?
How can I create a PDF file from my WebCATS Report?
Subsetting
Can I save my subset for future use or to share it with other WebCATS users?
How can I use the various field types and options to best build my subset criteria?
How do I use the "*Last Client View"?
How do I delete a saved subset?
How do I find all clients marked as "Start-up" who have now been in business more than one year?
How do I find companies based on the products or services they provide?
Sending E-mail
How do I e-mail many clients or contacts at once (i.e. send a mass e-mail)?
How do I search for clients that don't have an e-mail address?
User Accounts & Permissions
Can WebCATS users manage their own passwords?
How to choose a good (strong) password?
How do I create user and group accounts?
How do user account permissions impact my ability to access WebCATS?
General WebCATS
My county and/or district data is not auto-populating correctly. How can I remedy this?
Is my WebCATS database secure?
How do I "lock" previously reported data to ensure database and reporting integrity?
What is the expandable "Viewing Data" criteria box at the top of so many record summary screens?
What is the "History of Activity" tab that displays for some record types?
How do I upload and manage attached documents?
The text display in WebCATS is too small. How can I increase the font size?
How do I disable pop-up blockers in WebCATS?
How do I create public and private notices?
How do I use HTML to create the public/private notices that display in WebCATS?
How do I disconnect stray WebCATS logins in order to free up user seats?
I'd like to edit a record, but there is no Edit button available. Why not?
Oops! I accidentally deleted a record. Can I restore it?
I created a record that I now need to delete. Where is the Delete button?
I'd prefer that the MyWebCATS screen not automatically open when I log in. How do I disable it?
How do I switch between centers within WebCATS?
How do I create and manage Center records?
Client & Contact Records
Can I associate the same contact record with multiple client records?
Is there a way to quickly reassign multiple clients to a different primary counselor?
How do I create a new client record?
How do I add or remove fields from the new client creation screens?
How does the contact/company duplicate check feature work?
Counseling Session & Other Client Activity Records
What is the role of the Funding Source field on client activity records and which one do I choose?
Can I create a counseling session record for a pre-client?
How do I simultaneously create a batch of counseling session records for a subset of clients?
Conference Records
How do I create and manage conference attendee lists?
How do I specify an instructor other than a counselor for a conference record?
Can I find all the contacts from a particular county that attended training?
EDMIS & SBA
How do I generate the ASBDC report?
How do I create and upload my SBA data exports to EDMIS?
How do I generate parts I, II, and III of the SBA 641 Form?
Can WebCATS help me generate the client data required for the SBA ED Resource Partners Impact Study?
How do I satisfy the Chrisman Survey Requirements?
Bid Match Program
What makes a good search profile?
When to use set-aside terms in a search profile?
How do I interpret the logic in a search profile?
How do I search in a bid match profile?
How do the "restrict not" and "ignore" search statements differ?
What are unrestrict statements used for in the search profiles?
What do all the bid match statistic headings mean, such as procure, award, FTO, small, etc.?
What is the option transport statement for in my search profiles?
How can I convert all of my bid match clients to the mybidmatch.com delivery format?
How do I interpret the matching keywords that display at the bottom of every bid match opportunity?
How do I change the e-mail address that bid match output is delivered to?
How do I find all clients that are currently active on the Bid Match Program?
How do I find all clients that were active on the Bid Match Program at some point during the year?
Can I request that OutreachSystems add a site to the USABID database?
How do I inactivate a client's search profile?
How can I generate the FPDS Awards Report for all contracts won by vendors in my state?