Saved reports
Meridix Basic enables users to create saved reports that the system automatically creates and distributes by e-mail based on a custom schedule or on-demand from within the system. A user can have an unlimited number of saved reports that is stored in the saved report archive.
In addition to be able to edit existing saved reports the reports in the archive can also be used as templates for new ones which eases the task of setting up an automatic report distributions for larger organizations.
Create a new saved report
To create a new saved report a Meridix Advanced report first need to be created and then saved. This is done by following the steps described in the guide Create reports in Meridix Advanced.
Edit existing saved reports in the archive
To access the saved report archive select the Saved reports tab in the menu. There are two available views of the archive content, one is per saved report and the other is per schedule since a single saved report can have multiple schedules defined.
Saved reports by name
Saved report by schedule
If a saved report is enabled it will be sent automatically at the defined schedule(s). If it is disabled it will not be sent but can be executed and loaded in the user interface manually on-demand. There is also a filter text box that can be used to locate a specific saved report easily even if the archive contains a large number of reports. Users with the administrator role can choose to view saved reports created by any users by checking the check box View saved reports for all users.
To edit, execute or use an existing report as a template click on the name of the report to open it.
Handle an existing saved report
By clicking on the name of the saved report in the archive an edit page will be loaded where you can make changes or execute it.
The page contains multiple tabs where different parts of the saved report can be changed.
Schedule and receivers
Enables you to set whether the report is enabled or not (sent automatically by the system), change the name and receivers (e-mail addresses that the report should be sent to). You can also add additional or change existing schedules. Each defined schedule can be edited, executed, sent or deleted. By clicking on the Execute link on a schedule the report will be created and loaded in the user interface based on that schedules properties. It is also possible to send or resend the report for a specific date by clicking on the Send link. Each time a saved report is created and sent by the system the content (e.g. an Excel file) is archived and can be accessed and downloaded later. To view historic distributions click in the Download historic schedules link.
Information about the different schedules:
Columns Go to the Columns tab to modify the columns that the report include when it is being sent or loaded.
Report target Go to the Report targets tab to modify the target that the report is created for.
Additional Go to the Additional tab to change other settings for the saved report for example which weekdays that is included or what hours of the day it shall span. Administrators can also change the owner of the report.
Other The Other tab contains miscellaneous settings and information like the language it will be created with. (As default the users language preference is used during the initial creation).
Use an existing saved report as a template
A common scenario when working with saved reports is to use the same type and column selections etc. of a report for multiple receivers but for different targets. Meridix Basic can make use of an existing saved report as a template for new ones. To use an existing report as a template just open the saved report and make the changes that should be different from the template content but before saving it check the Save as a new saved report check box. This will make a copy of the template report but with the changes applied. The original report is not affected in any way by doing this.
