Report Output Details Tab

Figure 6-3 Report Outputs Details Page

This figure shows the Report Output Details page.

Table 6-1 Report Output Details Page

Details Description

Schedule Code

The code that uniquely identifies the report's schedule record.

Schedule Description

The name of the report's schedule record.

Report Name

The name of the generated data extract file.

Report Type

Whether a report, a KPI, or a Process & Activity Brief Extract.

Report Design

The report design that the report is based on.

Ran On

The date and time the report ran.

Duration

The length of time it took to generate the report.

Scheduled By

The name of the user who scheduled the report.

Schedule Type

Whether a Single, Recurring, or Periodic schedule.

Schedule Last Modified

The date and time the report's schedule record was last modified.

Schedule From Date

The first date the report was scheduled to run on.

Schedule To Date

The last date the report is scheduled to run on (if any).

Schedule Time

The time the report is scheduled to run at.

Next Scheduled Run

The next date and time the report is scheduled to run.

Access Control/Recipients - Users

A list of any individuals that have been designated recipients (in addition to the user who scheduled the report), showing name and email address.

Access Control/Recipients - Users

A list of any job roles that have been designated recipients (in addition to the user who scheduled the report). All users with the roles will become a recipient of the report (subject to them being a reporting user).

External Systems

A list of any external systems that have are permitted to access to the report using the Report Attachment API.

Output

A list of the actual report files, held as attachments, with columns showing an icon of the file format, the file name, the report description, the size of the file in bytes, the name of the user who scheduled the report, and the date it was created.

Click the icon in the Download column to view the report, then choose to open or save the file.

The actual report can then be viewed using an application appropriate to the file type (such as Microsoft Excel or Adobe Acrobat PDF Reader).

Note:

If opening a report in Excel, it may be necessary to manually adjust the columns, rows, and wrapping to suit the layout.

Tabular reports are best viewed using Excel, form reports are less suited to the Excel format.

Form reports generated in Excel (xlsx) format will split page breaks across separate tabs, whereas the Excel (xls) format will just contain a single tab.

If opening a report in Excel issues a warning message as shown in Figure 6-4, it can be avoided by choosing the MS Excel (xslx) option.

Figure 6-4 Warning Message from Excel

This figure shows the warning messaage from Excel.