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The Saved reports list
When a subscription saved report is created (for information on how to save a report see the step by step guide on creating reports) it is saved into , it can be found in the saved report archive that you can access list, accessible through the menu (item Saved reports->List view).
This page contains a list of all the saved reports that is associated with the currently logged-in account. When there are a large number of reports in the list, a filter can be applied to narrow down the result. The filter can be a part of an e-mail address or the name of the report.
The
Note that the checkbox View saved report reports for all users is only visible if your account is a member of the administrator roles.
When you want to edit a saved report role.
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 you start by clicking on the Report Name link on the left.
When the Report Name link is clicked on an administration panel is opened for the selected report, with a number of tabs.
On this panel many of the
The Saved report tab
Most settings for the report can be changed from here. You can change when it's created and which the report name, language, receivers, and period it should contain.
You can also edit who the receivers of the report should be and the export format that the report should be saved in before distribution.
For more information about the different distribution alternatives see the section saved reports.
On the right of the panel on the same side there are a couple of icons that lets you Execute the report as well as Edit it (same as executing it but you get the chance to tweak the settings before it is created). You can also send it to the receivers directly by clicking on the Send button. Note that when using send as a mail function the report is sent at that moment (the settings for when the report should be created are not used nor changed).
And of course you can remove the report from the system by clicking on the Delete button.
Under the Columns tab the included columns in the report can be edited.
Under the Measurement object tab the included measurement object and/or groups can be edited.
If you want to use an existing report as a template for new reports, it is possible to open the administration for the report which you want to base the new report on and make the changes you want. For example, you can change the receivers and select a different set of measurement objects. By then checking the Save as a new report option before saving, a new saved report will be created based on the one you choose before but with the changes you have made.
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.
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.
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.
The Advanced tab
If you 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.