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The Saved reports list
When a saved report is created (for information on how to save a report see the step by step guide on creating reports), it can be found in the saved report list, accessible through the menu item Saved reports.
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The Letter icon lets you send the saved report manually. A dialogue box is opened where you can pick an execution date, the report will be sent based on that historical date.
The Bar chart icon executes the report. This will run an advanced report with the saved parameters. You can also make changes to the parameters, and save them under the "Save report" tab. Note that if you make changes to the parameters without executing the report, the changes are not going to be saved.
The Report Name link allows you to edit a saved report, or use a previously saved report as a template for a new saved report.
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When the Report Name link is clicked an administration panel is opened for the selected report, with a number of tabs.
On the
The Saved report
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tab
Most settings for the report can be changed from here. You can change the report name, language, receivers, and period it should contain.
Under Schedules you will find a number of icons where the first one allows you to Edit the schedule. From here you can modify the schedule, grouping and file format.
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Other icons allow you to manually send or execute the report. You can also delete the schedule or add multiple schedules for the same report.Under the Columns and Measurement objects tabs the
Note that you can create more than one schedule per saved report, meaning the same report can be sent as a weekly and monthly report.
At the bottom of the page, you will find the Connectors feature.
The Columns and Measurement objects tabs
The selections previously made for the saved report can be modified :from here.
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The Advanced tab
If you want to use an existing report as a template for new reports, it is possible to open an existing report, and make the changes you want. For example, you can change the receivers and select a different set of measurement objects. By changing the name and using the Save as a new saved report button, a new saved report will be created with the modifications you have made.have an admin role, you can access another user's saved reports and also change the report's owner.
Note that the new owner must have admin rights to be selectable in the menu.
Use the View full execution log button to access the log page containing the previously generated versions of the saved report.
Each log record contains the following information:
Timestamp: Timestamp when the report was sent.
Result: A status message describing the result of the execution.
Message: Information about the execution. You will be notified here about any problems sending or generating the report.
Mode: Describes whether the report was sent based on the schedule or if it was triggered manually by a user.
Sent to receivers: The receivers that the report was sent to. If one of the receivers is invalid this field will only contain the ones that were valid.
Based on time: When a report is sent it is given a target timestamp based on, for example, the previous month.
