Basic reports
- On the Documents Tree, right-click Reports and select New Report.
-
Name the report and click
OK.
The Report editor window appears.
- In the Views pane, click Edit view list. Select the Views to add to the report.
- In the Report settings pane, select the page size (A4 by default) and orientation (portrait by default).
- Optionally, configure the header and footer in the Header and Footer pane (these tabs are inactive by default).
-
In the
Data filtering pane, configure filtering if
required. If you select
"Filter by," all data based on a translation table will be
filtered.
Filter by, then select this translation table, the dimension, and Filter by specific value. Here you can select one or several dimensions: for example, ship cities. Or select Generate separate reports for each value in the translation table to get a separate report for each dimension (ship city).For example, a chart component is based on a metric with an assigned translation table (by cities) and shows sales in many countries. Select
-
In the
Generation pane, select
Enabled to receive the
report to 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.
- Special case for weekend: set conditions for weekends.
- 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.
- In the Email subject pane, select Save to file to save reports to your local drive at C:\temp\InsightData\<project name>. Enter the file name to be used as the email subject, where you may include filters.
- 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.
- Save the report.