Viewing and managing reports

This topic describes how to perform the following actions on reports:

Viewing and refreshing reports and execution results

To view existing reports and execution results, follow these steps:

  1. Select Workspace > All Domains > domainName > Works folder.
  2. Click the report name to open its details page.
    Works folder: Report details page
    Viewing_reports.png
    The details page contains useful information about the report to help you, or other users who did not create the report, to have an overview of the report. It includes details such as:
  • Execution schedule, Report description, Recipient email address, Format of the email attachment, Groups of users with access rights on this report
  • Notes link that allows you to view or edit the report's notes
  • Analyses in the report table: Lists the analyses, if any, that are included in the report. The table includes the Name, Analysis type and Order columns. This table is available only for basic reports.
  • Models in the report table: Lists the models, if any, that are included in the report. The table includes the Model name, Scenario name, Model type and Order columns. This table is available only for basic reports.  

  • Results table: Lists all report executions with the Results name, Generation date. You can also download the report results in various formats like HTML, PDF, DOC, PPT, XLS and CSV. The CSV format is available only for Advanced reports. Each format is represented by a clickable icon and when you hover over each format listed, the filename, file type and file size are displayed in the tooltip. The file size in the tooltip helps you to quickly check the validity of the report by comparing it to the daily file size, without having to download it, and also to determine whether you want to download the file or not. When you download the report in any format, it has the date and time when the report was last executed. The timestamp helps you identify and sort multiple reports that are generated on the same day.

    You can also delete a results permanently by clicking the corresponding delete_set.gif Delete this result icon.

    Info

    Deleting a report result will not delete the report itself. A result is the product of the execution of the report, and if you delete it, you can generate a new result. A report defines how results are produced. If you delete a report, you will have to create it again to get the same results.

Refreshing reports and execution results

After adding a new report, no results are shown. To view the results of the new report, you have to either wait for the first scheduled execution, or click Run report now to manually execute it. In the latter case, a message informs you that the report has been submitted for immediate execution. The report execution is completed asynchronously, which means that to see the results in the Results table you have to wait a few moments and refresh the page.

If the report template requires execution parameters, you will prompted to set them.

The following image shows an example of the information box showing the refresh link in an information box, that is displayed after you click Run report now to run a report.

Refreshing the page after running a report
refreshing_reports.png

Running a report

To run a report, perform the following task:

  1. Select Workspace > All Domains > domainName > Works folder and select a report.
  2. Click Run report now in the report details page displayed on the right.
    An information box is displayed: The report has been submitted and will be executed immediately. Please refresh to view the results.
  3. Wait for a few seconds and then click the refresh link to view the report results.
    For Aggregated Basic report, depending on the configuration selected for the Basic reports included in the Aggregated Basic report, the Basic report in the Aggregated Basic report will be generated accordingly.

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Publishing a report

When you create a report in the Works folder, by default, it is visible only to you (the report owner) and users that can access the container domain. If you want the report to be published in the Reports section of the console, do the following:

  1. Select Workspace > All Domains > domainName > Works folder and select the report.
  2. Click Publish.
  3. In the Choose the report group dialog box, select a report group from the list. This selection defines where the report is published in the navigation tree of the Reports tab.
  4. Click Publish.

Reports can be published in multiple report groups. If the report has already been published and you click Publish, the list of available report groups will exclude those in which the report is already published. For more information, see Report groups.

Unpublishing a report

If you have the required privileges to publish a report, perform the following task to unpublish:

  1. Select Reports > All Reports.
  2. Click the published report in the Navigation panel.
  3. Click Unpublish in the report details page displayed on the right.
    The report is unpublished and removed from the Reports tab.

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Copying or moving a report

To copy or move a report from one domain to another, perform the following task:

  1. Select Workspace > All Domains > domainName > Works folder and select the report.
  2. Click Copy or Move.
  3. In the Copy or Move dialog box, select the target domain from the available domains listed in the box.
  4. Click Copy or Move to finish the task.

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Composite Basic report

A Composite Basic report contains following category of pages:The [confluence_table-plus] macro is a standalone macro and it cannot be used inline.

Note

Depending on the configuration selected for the Basic reports included in the Composite Basic report, the Basic reports in the Composite Basic report will be generated accordingly.

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