Report Operations

Manage all reporting tasks from a single workspace—create new reports, update existing ones, run ad-hoc executions, and remove reports you no longer need. The Reports panel lists your configured reports and their key details, making it easy to refine definitions, test outputs, and keep your catalog tidy.

Main Menu → Reports

Click each report category to display the reports available within the category.

Supported actions on the Reports panel are:

• Run Report

  Click Run Report to the right of the report you want to run. While in progress, the report will display a spinning Running wheel.

  Once complete, the report will be available to view and download, see View/Download Report Output.

• Edit

  Click the edit icon for the report you wish to modify.

  An Edit Report dialog will pop-up with all of the fields that can be edited on the report. The Edit Report dialog contains checkboxes, free form text boxes, and dropdown selection boxes. Tooltips provide guidance for some fields whose titles might not be clear.

  Common fields include:

  • Recurring schedule: Run the report/alert on the half-hour, hourly, every morning (8:00 AM), every evening (4:00 PM), or nightly (11:30 PM). All times are local Hub time and may vary depending on DST.

  • Enabled: Enable/disable running of the report/alert.

  • Report Title: Human-readable title shown at the top of the PDF (if generated).

  • Unique component of output filename: A string that becomes part of the saved filename, which can help to local reports using search (see resulting reports in File Management).

  Tip:  Be sure to edit the title of the report to distinguish it from the existing reports.

  When you have made your selections, click Save at the bottom of the Edit dialog.

  The newly configured report will be added to the top of the list of report options for that report category and be available to run.

• Delete a Report

  Select the report you wish to delete and click the delete icon. A confirmation message will pop-up. Click Delete to delete the report.

• Add New Report

  At the top of the report panel, click Add New Report. A Create Report dialog will pop-up. Select the report category you wish to add a report for from the Plugin dropdown list. See Reports for a description of each category.

  A Create Report dialog will pop-up with all of the fields that can be edited on the report. The Create Report dialog contains checkboxes, free form text boxes, and dropdown selection boxes. Tooltips provide guidance for some fields whose titles might not be clear.

  Common fields include:

  • Recurring schedule: Run the report/alert on the half-hour, hourly, every morning (8:00 AM), every evening (4:00 PM), or nightly (11:30 PM). All times are local Hub time and may vary depending on DST.

  • Enabled: Enable/disable running of the report/alert.

  • Report Title: Human-readable title shown at the top of the PDF (if generated).

  • Unique component of output filename: A string that becomes part of the saved filename, which can help to local reports using search (see resulting reports in File Management).

  When you have made your selections, click Save at the bottom of the Create dialog.

  The newly added report will be added to the top of the list of report options for that report category and be available to run.

• View/Download Report Output

  There are multiple ways to view report output:

  • From the Reports panel on the Reports page, the most recent reports will display when you open a report category dropdown. Click the or icon next to the report you wish to view.

    

    Figure 51: View Reports from the Reports Panel

  • Some reports are also available from the Most Recent Reports panel if the or icons display next to the report.

  • Most reports are also available in File Management. Click the Download link to download the report for viewing.

• Delete Report Output

  Previously run reports can be cleaned up in File Management.