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Basic reports

  1. On the Documents Tree, right-click Reports and select New Report.
  2. Name the report and click OK.

    The Report editor window appears.

  3. In the Views pane, click Edit view list. Select the Views to add to the report.
  4. In the Report settings pane, select the page size (A4 by default) and orientation (portrait by default).
  5. Optionally, configure the header and footer in the Header and Footer pane (these tabs are inactive by default).
  6. In the Data filtering pane, configure filtering if required. If you select Filter by, all data based on a translation table will be filtered.

    For example, a chart component is based on a metric with an assigned translation table (by cities) and shows sales in many countries. Select Filter by, then select this translation table, the dimension, and Filter by specific value. Here you can select one or several dimensions, such as ship cities. Or select Generate separate reports for each value in the translation table to get a separate report for each dimension (ship city).

  7. In the Generation pane, select Enabled to receive the report through email or save it to the specified folder. Set the options as follows.

    • Start on: Specify the time for generating the first report.

    • Interval: Specify the period for generating reports.

    • Calendar: Select an already created calendar for generating the report.

      For more information about creating calendars, see the Help for Kofax Insight Admin Console.

  8. In the Delivery pane, specify emails separated by commas and without spaces. Use Users email subscription to specify users that can subscribe themselves to the reports from the Viewer.
  9. Optional. In the Email subject pane, complete the following steps.
    1. Select Save to file to save reports to the default folder on your local drive, which resides in C:\temp\InsightData\<project name>\Report.
    2. To define the email subject using the templates, select the value from the list and click Add. For example, to receive the most recent report from Barcelona named "Report from CompanyName, Barcelona, <dd MMMM yyyy HH:mm:ss>", add the following values.

    • Report name - The name of current report is used.

    • Filter value - The value set in the Data filtering pane is applied. Select Barcelona from the list for the Filter by specific value option.

    • Current date - In the Property Panel, in the Format for "Date/Time" templates, select Full from the list. Also, you can use the Format for "Date/Time" templates property to customize the Current date template. For details, see the "Set Named formats" section in the Help for Kofax Insight Themes and Formats.

  10. In the Email body pane, enter the text for the message body. You can also add templates from the list, such as report name, report filter, and more.
  11. Save the report.