To run a created report, begin by clicking the 'Run Report'
icon found on the line of icons associated with the report the end user wishes to view. The user will be directed to the report submit page. If the report has enabled
filters, they will be displayed on this page. Once the desired filter is selected, if enabled, continue by clicking submit.
The user can change the responsibility and run the report
Expand sheet information to modify the output format , sheet name etc;
1) Current Work Sheet:- By selecting this option. Output will be downloaded to currently opened Work sheet.
2) New Work Sheet:- This is selected by default.This option will download the output in a newworksheet with sheet name as report name.
3) Pivot Table:- By selecting this option Pivot table of the report will downlaoded if there is pivot defined for the report. If it is not selected Pivot Table will no be downlaoded.
4) Sheet Name:- We can change the Sheet Name as per our convenience. By Default Sheet Name will be same as Report Name.
5) Starting From:- By using this option data can be downloaded from speccific cell in the sheet. This option will be enabled only if we un-select Display TItle option.
6) Display Title:- This option will enable the user to keep the Title of the report or not in the output.
If User wants to schedule a report, Turn on Scheduling in Schedule Tab.
Scheduling categorized two types.
1.Simple Schedule: This feature helps to run the report periodical intervals..
2.Advanced Schedule: This feature helps to run the report on specific time or date or month.
Start Date
Select Start Date from date picker on which date report should run
Repeat
If you want to run report periodical intervals select values for Every End Date
End Date
Select End Date for report scheduling from date picker
Interval
Provide the interval in minutes.
Increment Date
You can choose "Increment Date " to have the value for that which should be adjusted to match the resubmission interval. For example, if the value is 25-JUL-1997 07:00:00 and your interval is monthly, then it is adjusted to 25-AUG-1997 07:00:00 for the next submission
Advanced Schedule:
Start Date:
Select Start Date for report scheduling from date picker
End Date:
Select End Date for report scheduling from date picker
Months:
Check in which month(s) report should run
Dates:
Check in which date(s) the report should run
Days:
Check in which day(s) the report should run. It will gives option to select nth week day.
Report Distribution:
Report can be distributed from here also.
Email Distribution
It will send an Email only when report contains greater than zero rows.
It will send an Email when distribuion fails.
It will allow user to protect the report output with the given password while trying to read.
It will show the password policy that are applicable when user will try to create password.
It will show the password characters that are entered in textbox.
It will send a Notification Email to the Email address mentioned in the textbo.
FTP Distribution
FTP is useful for sending the output files from local server to remote server.
File System
File system refers to the different folder paths in a structural way in the server.
Create Network Share Drive
Create Network Drive
Edit Network Share Drive
Report Description:
Bursting:
Bursting tab is useful to burst report and configure bursting details as the process of running a report once and then dividing the results for recipients who each view a subset of the data.
Configuration
In Configuration tab, user input values like the way bursting data reaches the intended user, i.e., via Email, File Transfer Protocol, File System and Network Share Drive. Check the option you wish to send the data through
Checking Email will send the burst output via Email.
Enter subject that the end user will see when they receive the email in the Default Email Subject text box.
Enter the text the user will see when they receive the email in the Default Email Body text box.
You can use below enclosed codes in the email subject and body fields which will replaced dynamically in the process.
a. {REPORT_NAME}
b. {PROCESS_ID}
c. {TIMESTAMP}
Enter the emails of users that will receive the burst values.
If there are any user’s/user groups that contain emails enter them.
Checking FTP will send the burst output via FTP.
Provide FTP details and it will send the burst output via FTP.
Checking File System will send the burst output via File System.
Provide File System URL and it will send the burst output via File System.
Checking Network Share System will send the burst output via Network Share Drive.
Provide Network Share drive path URL and it will send the burst output via Network Share Drive.
Publishing
Publishing is a process in which burst reports are published in the SplashBI application and the admin has the rights to control the quantity of the burst reports. Publishing reports helps to burst multiple reports to a user instead of sending then through Email, FTP or Network Share Drive.
• Retain last X occurrences of this report published outputs
• Delete all previously published outputs of this report
• Delete previously outputs of this report older than X days
Here X is a number database that can be set. Clicking the 1st and 3rd options will display a text box to enter the number.
Click the Burst Data tab to publish the burst reports to the users with publish access.
Click the publish icon
In the following image select the users from the Publish Users panel and move them to the Published User panel using the arrows.
Click the Burst Data tab to publish the burst reports to the user groups with publish access.
Click the publish icon
In the following image select the user groups from the Publish User Groups panel and move them to the Published User Group panel using the arrows.
Click the Burst Data tab to publish the burst reports to the Roles/Responsibilities with publish access.
Click the publish icon
In the following image select the Roles/Responsibilities from the Publish Roles/Responsibilities panel and move them to the Published Roles/Responsibilities panel using the arrows.
The published user, when logged in will be able to view, download, search and delete the burst reports. They can also refresh the page for new burst reports published. Apart from these action they do not access to anything else.
NOTE: The admin can create users exclusively for receiving published burst reports through the user creation functionality and checking the Publish option.
Split By Columns
You can choose the columns from which the values can be retrieved. By this process you filter columns.
Click the plus sign to add a new column. Use the drop down to select the columns.
Click the bin icon to delete the column.
Burst Data
The Burst Data tab enables you to further filter down values. You can choose values from the columns that you have chosen in the previous tab. Once you save and run the report through bursting, then the filters given in this tab will be taken in to consideration during bursting process execution and output will be sent accordingly.
You can add a new burst data by adding the plus icon.
You can check/edit the bursting methods data by clicking the icon
Click the icon to publish the burst output. For more information, see Publishing.
Click the corresponding icons to view options like Copy and Delete.
By criteria also user can burst for different users, user groups, ftp, file system. Otherwise default from configuration tab are considered. The burst data criteria distribution details will be loaded by default from configuration tab during initial creation but later on whatever saved once in criteria row will be considered. If a new record is added, then default will be loaded from configuration tab.
Click the icon to search for entries within a selected column, as shown in the below image.
Save & Submit - Click Save & Submit button to save bursting details and submit the report
Save - Click Save button to save bursting details
Submit Button - Click submit button to view your report in refresh or else in request.
Report ReSubmit :
These icons enable the user to perform a various operations with the report, including:
ReSubmit - Click Resubmit button to view your report in refresh or else in request, the user can click on Request tab which with the most recent run report at the top of the list. The user then will select the output format. The user also has the options to Resubmit the report, Protect, Delete, or View the Details of the report.
The Options Menu can be accessed by clicking the 'Options' icon.
Run Report from Favorites :
The favorite report can be submitted from Favorites tab by selecting the Run option can be seen in below screen.
Run Report from Edit :
The created report can be submitted from Edit screen by selecting the Run option can be seen in below screen.
Run Report by Editing :
The created report can be submitted by Editing a particular report by clicking on the Run button can be seen in below screen.