Manage Reports

The Manage Reports feature provides comprehensive control over your SQL query reports and Template reports allowing you to organize, customize, and share them efficiently. Here’s a brief overview of the various management options available for your Reports

Your Reports can be managed with the options to Share, Email, Edit Email Settings, Download, Edit, Move to Folder, Add Description, and Delete.

Creating Report

To learn about creating Reports, visit Creating Reports.

Download Report

To Download a Report in Infoveave, follow these steps

1. Find the specific Report that you want to download.
2. Click on the Download icon associated with the Report.This will open the Download dialog, allowing you to download.
3. Apply the date range filter.Select the report as either the Start Date or End Date.
   • Start date Includes data until the start date of the selected date range.
   • End date Includes data until the end date of the selected date range.
4. Click on + Add Filter to apply dimension filters on the report (if needed). Select the specific dimensions you want to filter(s) by. With the dimension selected, choose the Conditional Filter from available options.
5. Choose the desired report format of PDF, or Excel (Default) using the checkbox.
6. Select additional options if required
   • Split Report on Data Choose dimensions to split the report by.
   • Remove Hidden Sheets Removes Infoveave Config Sheet before downloading/sending the report.
7. Click on the Request Report button to download the report.

Caution

To apply date or dimension filters when downloading a data report, the query must contain date and dimension filters.

Note

• Split Report on Data
• Example Consider your datasource has a dimension ‘Country’ with five different country names. If you click on Split Report on Data and select the dimension ‘Country’ from the drop-down list, Infoveave will download five different reports for each country.
• Remove Hidden Sheets
• When the Remove Hidden Sheets option is selected for the send report activity and the download reports (file-based reports), the Infoveave Config Sheet that is contained in the hidden sheets is automatically removed before a report is downloaded/sent.

Email Report

Infoveave provides the capability to share your Infoboard insights through email reports. Here’s a detailed step-by-step guide on how to send email reports from Infoboard

1. Click on the Email Report icon , on the required report. It opens up the email dialog.
2. Specify the recipients of the email report.In the “To” field, enter the email addresses of the recipients.Use the “CC” field to add additional recipients if needed.
3. Configuring the Date Range by choosing the appropriate date range for the report
4. Specify the start and end dates for the report with the Report as On option.
5. Select the desired format for the report to email.
   • Report As PDF Choose this option to generate the report in PDF format.
   • Split Report on Data Split the report based on a specific dimension.If you choose to split the report, select the dimension on which to split it.
   • Remove Hidden Sheets Exclude hidden sheets from the report.
   • Use Address Book Enable this option to use an address book for recipient details and choose from Datasource or Infoboard. Configure related settings such as data source, map with dimension, and mail dimension.
   • Address Book ConfigurationFor address book usage, specify the Datasource for the address book.Map the address book with a relevant dimension.Choose the mail dimension and apply Address Book filters if necessary.
   • Infoveave ConfigurationConfigure the settings for Infoveave usage in the email report.If splitting the report, choose the dimension for splitting.Select an address book group if applicable.
6. Optionally, apply filters to the report to focus on specific dimensions or values.
7. Click the Request Report button to generate and send the email report.

Edit Reports

Edit the Reports to ensure that the reports reflects the desired modifications and meets your evolving requirements.

To modify a Report in Infoveave, follow these steps

1. Find the specific Report that you want to edit.
2. Click on the Edit icon associated with the Report.
   • If editing a SQL query report, if will redirect to edit the query.
   • For a template report, the edit option allows you to upload a new template.
3. After making the necessary modifications, click on the Save button to save your edits.

Edit Email Settings

Infoboard in Infoveave allows you to customize email templates to send reports with personalized subjects and bodies. Here’s a comprehensive guide on how to edit email templates for Infoboard

1. Click on the Edit Email Template icon, located in the selected “Report”.
2. Tailor the subject to reflect the content of the report or provide relevant context to the recipients.
3. Customize the email body to provide additional information, instructions, or insights related to the Infoboard.
4. Utilize dynamic tags to insert dynamic content into the email body.
5. Click the Save button to apply your changes.

Share Report

Sharing options in Infoveave Reports, such as user and role-based sharing, ensure efficient distribution and utilization of analysis among the intended audience.

You can share your Infoveave Reports with other users or roles in Infoveave. Follow these steps to share your Infoveave Reports

1. Click on the Share icon to share the Infoveave Reports with the team/role.
2. Choose Sharing Method
   • Select between the available options- Share with User or Share with Role.
3. If you choose Share with User, go to the Share with Users.
   • From the share dialogue box, select the user(s) you want to share the Infoveave Reports with.
4. If you want to share the Infoveave Reports with all users, select the Share with Everyone option.
5. If you choose Share with Role, switch to the Share with Role.
   • Pick the roles you want to share the Infoveave Reports with from the share dialogue box.
6. To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
7. Click Save to share your Infoveave Reports with the selected users/roles.

Note

• Share with Everyone options give the access of the shared entity to all users along with new users.
• Shared individuals will receive a notification after the successful share.
• To stop sharing the report, simply unselect the users/roles.

Move to Folder

Organize your Reports by easily moving them to designated folders.

To organize your Reports under folders, follow these steps

1. Select the Reports you want to move by clicking on the Move to Folder icon.
2. Choose the desired folder from the dropdown menu.
3. Click the Save button to finalize the move.

Tip

• Alternately, you can drag and drop a Report to any folder, to add it to that specific folder.
• You can also remove a Report from a folder by dragging it outside the folder.

Add Description

When using Report in Infoveave, you can add descriptions to provide more information. You can choose between, the Rich Text Editor or the Markdown Editor, to write and format your descriptions. This allows you to provide tags, short description, or contents about the purpose and usage of your Workbook.

To add a description to your Report, follow these steps

1. Select the desired Report.
2. Click on the Add Description option.
3. Choose the type of editor you prefer- Rich Text Editor or Markdown Editor.
4. Fill in the necessary information in the provided fields
   • Tags Add any relevant tags to categorize your Report.
   • Description Enter a description that provides a brief overview or explanation of the Report.
   • Content Include any additional details or notes related to the Report.
5. Click Save to save the description.

Tip

The Modal automatically converts text to Markdown language and vice versa, allowing more choice to the users.

Note

The Markdown Editor allows you to use simple text formatting syntax to format your description.

Use asterisks () or underscores (_) to emphasize text. For example, italic or italic will appear as italicized text. *Use double asterisks (**) or double underscores (__) for bold text. For example, bold or bold will appear as bold text. Create lists by starting each line with a dash (-) or an asterisk (), followed by a space. *Add hyperlinks using square brackets [ ] and parentheses ( ) for the URL. For example, Link will create a clickable link. *Other formatting options include headers, blockquotes, code snippets, and more. Refer to any Markdown syntax guides for additional details.

Delete Report

To delete a Report in Infoveave, follow these simple steps

1. Find the Report you want to delete.
2. Click on the Delete icon .
3. Type the specified text from the warning message in the provided text field.
4. Alternatively, you can copy the text from the icon and paste it in the text field.
5. Once you have entered the correct text, click on Delete.

Caution

Please be cautious when deleting, as it cannot be recovered once deleted.