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Configuring Report
Click the plus icon and select the Organization and dashboard you want to create a report.
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Add appropriate title.
Theme has 2 options
Dark (Default) .
Light.
PdfType has 2 options
Dashboard View - Provides snapshot of entire dashboard as PDF.
Printable View - Provides PDF with panels arranged in A4 format that can be used for printing the PDF.
Once Dashboard is selected and if it has template variables configured it will list you the variables for selection as below.
Before that pls choose the necessary load time that is taking for the given dashboard to load (With cache timing) as below for Dashboard View
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For printable view load time differs. Here please select the maximum time taken for a panel to load.
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After this load time selection please fill the loaded filters as below.
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Now select the required filters such as query0, query1 and query2.
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Select the Frequency based on below requirements
ONETIME - Only for this frequency Absolute time range can be chosen in the next dropdown
DAILY, WEEKLY, MONTHLY, YEARLY - Both Relative and Other time range will work.
Once Everything is selected , user can click on Preview dashboard and see how the report will be received based the selected filters and time range as below.
If the Preview is as per your need , click “Ok” which will enable “Save” button. Fill the necessary information in mailing details and save the report.
Listing the Reports
Post saving list of reports are shown as below.
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We can toggle between active and in-active state. Once the Report is made to In-active it will not be executed further.
Details in this screen shows the execution History of the report.
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Editing the configured report.
Except Organization and Dashboard name, you can edit remaining fields as below and update it.
Updating the report will trigger report again based on schedule.
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