'; Reports | Incognito Help
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Rel: acs/topics/acs/dita/reports
URI: acs/topics/reports
=== Tags ===
Array
(
    [566] => reports
    [817] => reports create template
    [818] => reports executing reports
    [819] => reports report instances
)

=== Related ===
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Reports

Reports let you query and extract data from the service database and save the results in a standard output format. Report types are created when you import a report template into the service. Use these settings to view and manage report types.

For details on creating Jasper reports, see the tutorial Creating JasperReports Report Templates.

To do this: Follow these steps:
Import a report type In the action bar, click Add. Enter report details, and select a pre-defined JasperReports report template (.jrxml format). Then, click OK.
Select a report type Click a report type. To select multiple report types, press and hold CTRL and click the report types you want to select.
Select all report types In the action bar, click Select All. Exit select mode by clicking on any whitespace on the page.
View all reports for a report type Select a report type and click View
View schedule for a report type Select a report type and click View Schedule
Run a report Select a report type and click Execute. Enter Start Time and End Time parameters, and then click Execute.
View the details of a report instance Select a report type and click View. Then, from the list of active report instances, select an instance and click View.
Download a report Select a report type and click Execute. Enter Start Time and End Time parameters, and then click Execute. After the report runs, click Download.
Delete a report type Select a report type and click Delete
Search for a report type Click the search symbol (), type search terms, and press Enter.
Search fields In table view, type search terms in any of the available column heading fields and press Enter.
Switch to table view/grid view Click the table symbol ()/grid symbol ().
Go back one screen Click the back symbol ().
Return to the main screen of the service Click the hub symbol ().
Note: To import a report type, you must first create a JasperReports®report template.

Executing Reports

Use these settings to execute a report.

To do this: Follow these steps:
Run the Report Select Execute Now or select a date
Create a timer event Toggle the Repeats control
Email a copy of the report to one or more recipients Enter comma-separated list of email recipients, specify a subject, and an optional message. Select a file formats for the report. Options are PDF, CSV, or XLS.
Table 1. Timer Event Settings
Starts Use these settings to specify when to begin the schedule. Select from ‘As soon as possible. Subsequent events will occur relative to time of initial event’ or ‘Date/Time’.
Repeats Every Use these settings to specify how often to repeat the schedule. Select from ‘Seconds/Minutes/Hours/Days’, ‘Start of the month’, ‘End of the month’ or ‘Specific day(s) of the week’.

You can customize when your first repeat occurs by specifying a past start time. For example, if you want to start on the first day of the next month, but you are in the middle of the current month, you can set the start date to the first day of the previous month. Then, select ‘Start of the month’ for your repeat setting.

Ends Use these settings to specify when to end the schedule. Select from ‘After # occurrences’, ‘Date/Time’ or ‘No end date’.

Choose ‘After # occurences’ to specify the number of times to run the event before ending the schedule. Value must be an integer. For example, if you select a weekly schedule and want to limit it to five weeks, enter 5.

Choose ‘Date/Time’ to provide a specific date and time to end the schedule.

Choose ‘No end date’ to repeat the schedule without end.

Timer Event Summary The service constructs a summary based on the schedule settings you specify. For example, Daily until 02 Mar 2018.

Report Type Instances

Use these settings to view and manage all report instances for the report type.

To do this: Follow these steps:
View status and error messages for a report instance Click a report
View a report instance Click Select, and select a report. Then, in the action bar, click Download.
Share a report instance Click Select, and select a report. Then, in the action bar, click Share.
Delete a report instance Click Select, and select a report. Then, in the action bar, click Delete.
Search for a report instance Click the search symbol (), type search terms, and press Enter.
Switch to table view/grid view Click the table symbol ()/grid symbol ().
Tip: You can enter full or partial search criteria. Specifying no search criteria returns all records. You may use one or more wildcards (*) in your search string.
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