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Overview

Report Scheduler allows us to create snapshots of eMite’s HTML dashboard pages. It’s the exact reproduction of the user dashboards. This can be used to create the following document types:

  • PDF
  • MSWord
  • PPT
  • MSExcel
  • PNG
  • JPG

More than one page can be generated in a single document. The snapshot of pages can be taken in a scheduled time chosen by user. Both admin and non-admin users are able to use Report Generator. It supports both landscape and portrait mode of the document. Report Generator also has the ability to archive the created reports so that we can have the historical view of the reports. The reports can also be sent by email after creation.

Role

From 6.0.1, the minimal role to schedule reports is changed to DashboardExplorer.

The following roles have permission to schedule the report:

DashboardExplorer 

DashboardCreator

DashboardAdmin

EmiteAdmin


Dashboard viewer will not have access to report schedule page.

Set Configuration

Steps

The Report Generator works with the Scheduler. The reports are created according to the schedule you set for them. For example, you can set the schedules to be daily, weekly or anything that suits your needs. In order to set the Report Generator schedule follow the below steps:

  •   In the dashboard page go to Manage -> Schedule, a new page will be opened. You can view your available schedules here in this page.

  •   To create a new schedule click on “Schedule New Report” button. A window like the below picture will be shown.

  • On the left hand side of the window you will see list of all the available pages that the current user has access to. Choose the pages you would like to take snapshot of. You have the option to choose more than one page. With each page, you may choose to have snapshot of the whole page or you can choose from among the available datablocks of that page.
  • Depending on your task, you can either choose from the already created schedules available in the drop down or add a new schedule by selecting "Create New Schedule" option from the drop down and giving name under "Schedule Name."
  • At the top right corner of the page “Copy from Existing Schedule Job,” you can see available schedules. Choose the one you need.
  • Under “Report Document Schedule Name” enter a name for your new schedule. For instance you can enter “Every 5 hours.” It can be any name. Then fill in the schedule information. The schedule can be daily, weekly… choose the required one. Under “Start,” choose the starting time and date of the new schedule. If you would like to have an expire date for the new schedule, tick the “Expire” box and choose the end date and time for that new schedule. In “Repeat task every” box, choose the minutes you would like your task to be repeated.
  • Choose time zone for the start date for when report generator executes.
  • In “File Type” choose the type of the report you would like your report to be.     
  • In “FileName” enter a name for your report.
  • You can choose to have your document in landscape mode or portrait mode.
  • Description position can have one the values top, bottom, left, right or None. If you would like to have text next to your images you can choose where in the page you would like to have your text added. If you choose "None" value then there won't be any text added to your document. This option is only available when the export type is chosen to be "MSWord".
  • If you would like the report to be sent just after creation tick the “Send Email” box. The created report will be attached to the email being sent.
  • If the “Send Email” box is ticked
    • Enter the sender email in “Sender Email” box. If there are multiple recipients, please use comma to separate, like "Email1,Email2,Email3". 
    • Enter email that needs to be sent in the “Email” box
    • If a cc email is required enter it in the “cc” box. If there are multiple recipients, please use comma to separate, like "Email1,Email2,Email3".
    • If a subject for the email is required enter it in the “Subject” box
    • If any text with the email is required enter it in the “Mail body” box
  • Save the settings. Now every time the scheduler runs a new report will be created. All the pages that are chosen will be saved in one document.

Archive

All created reports are archived. You can see the new and old reports in the schedule page that was mentioned in first step (Manage => Schedule ). Here in this page you can see list of available schedules. By choosing the “History” button. You can see list of reports created by this schedule. In order to download them follow the step below:

In Dashboard page go to Manage => schedule section. Choose the required schedule for the report and choose the “History” button. It will show a list of all created reports for the selected schedule. After choosing the required reports, the report will start downloading.  The button “Run now,” next to the History button,  runs the report at that moment without waiting for its scheduled time.

Excel report

Before 6.0.1, Wxcel report will be adding the screenshot of the report to the Excel file and send it through email. After 6.0.1, Excel report will export cube report grid and drillthrough data properly into the Excel file. The whole drillthrough dataset will be exported.

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