Set Up and Subscribe to an Automated Report

You can create automated reports to run on a specific schedule so that other users (admin and non-admin users) can receive them. You can also subscribe to the reports that other users have created.

Note:

You can create automated reports and make them available through an agent, but you cannot specify recipients. Recipients must subscribe to the agent once it is available in order to receive the reports.

Set Up an Automated Report

Users can set up a report to be generated at a specific schedule for an analysis. The report enables other users to explore and interact with information visually in tables, graphs, pivot tables, and other data views. This task can be completed users as well as administrators, and involves creating the report and setting up an agent to deliver it.

To create a report:
  1. Sign in to Opower Analytics Visualization.
  2. From the Home page, click the ellipsis button in the upper right corner of the page (to the right of the Create button) and select Open Classic Home.
  3. In the Create... area under Analysis and Interactive Reporting, click Analysis.
  4. In the pop-up menu that displays, search and select a subject area. For example, if you are creating a report about email addresses associated with active accounts based on the number of unique customers in a utility's service territory, you would search and select the Household - Count of Customers subject area.
  5. In the subject area page that displays, select the columns you want to include in the analysis and set any filters if needed. Continuing with the example from the previous step, you would click-and-drag the following attributes to the Selected Columns section:
    • Email (Personally Identifiable Information dimension folder)
    • Has active account (Account Information dimension folder)

    Then click the gear icon of the Has active account attribute, select Filter, and set the Value to "yes".

  6. Click the Save as button in the upper right corner of the page.
  7. In the Save As dialog that displays, select a private or shared folder. Saving in a shared folder provides other users access to the report. If the required folder does not exist, you can add this folder and name it accordingly.
To create an agent to deliver the report:
  1. On the Classic Home page, select Create > Actionable Intelligence > Agent.
  2. Click the Schedule tab.
  3. Select whether you want the agent to run on a schedule, how often it runs, when to start, and when to stop.
    • When you select the date and time, for time zones where daylight savings applies, the time zone reflects the daylight savings time. For example, if, during the summer months, you select (GMT) Greenwich Mean Time: Dublin, Edinburgh, Lisbon, London, this means BST (British Summer Time).
    • The minimum frequency for daily run by delivery agent is 15 minutes.
  4. Click the Delivery Content tab.
    1. Enter a name in the Subject field.
    2. In the Content field, select the analysis (report) you previously created.
    3. Select the Format for the report.
    4. For Delivery, select the Deliver as attachment option.
  5. Click the Recipients tab and select the Publish Agent for subscription checkbox.
  6. Save the agent in a shared folder.

Subscribe to an Automated Report

Subscribe to an agent if you want to receive the most up-to-date information generated by the automated report. This task can be completed by users as well as administrators.
  1. Sign in to Opower Analytics Visualization.
  2. From the Home page, click the ellipsis button in the upper right corner of the page (to the right of the Create button) and select Open Classic Home.
  3. On the Classic Home page, click Catalog.
  4. Navigate to the agent (automated report) you want to subscribe to.
  5. Click the More action menu and select Subscribe.