Kofax Insight Studio > Reports > Basic reports

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.
    Example 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: 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).
  7. 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.
  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. 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.
  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.