Intellicus Enterprise Reporting and Business Insights 19.0

Subscription Detail

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Provide subscription details on this page for the selected notification subscription. General steps are:

In Subscription Name specify a unique name to this subscription detail.

Specify details for Alert Message.

Specify Details for Alert When.

Specify Message Delivery Options.

Alert Message

Provide message related information here.

  • Message Source: Select Predefined to continue using the message setup at the time of report designing. Select Custom to specify user specific message.
  • Title: Specify a text that will appear as subject on email and buzz on IM.
  • Short Message: Specify a text that will appear as a message on email and as message on IM. (Maximum of 160 characters).
  • Long Message: Specify a text that will appear as message on email. This text will not appear on IM.

Note: To include values as a part of message, add them in the message enclosed in <% and %>. For example, Profit increased by <%ProPer%>. Where, ProPer is a field.

Alert When

Provide your preference by specifying appropriate values in Check Explicitly Every...

Specify a number in the entry box following “..every“. Select any one among Hour(s), Day(s), Week(s), Month(s) in the drop-down box that follows.

  • Hour(s): Specify starting time and ending time by selecting from respective drop-down boxes (in 24 hour format).
  • Day(s): Specify time by selecting from respective drop-down boxes (in 24 hour format).
  • Week(s): Select a day from the drop-down box and select time (in 24 hour format).
  • Month(s): Select a date from the drop-down box and time by selecting from respective drop-down boxes (in 24 hour format).

Note: For explanation of date format code, refer the date and time codes section.

Ad hoc Conditions

An ad hoc report may have multiple alerts / highlighting. They provide a visual indication on report viewer when a report is run and set condition is satisfied.

To setup a highlight,

  • In Highlight, select the field that should be highlighted. Select Entire Row to highlight entire record.
  • In Using Style, select the style to be applied to highlight it.
  • Select Alert check box to receive a visual alert on report viewer.
  • In Field, select the fields which will be evaluated for highlight / alert.
  • In Level, select the the level at which the selected field should be evaluated. Select Detail to evaluate for each row (record), select Report to evaluate at the end of report, select Page to evaluate at the end of the page.
  • When Report or Page is selected in Level, select Function to be applied.
  • Select Criteria and specify the Value.

Click the Remove Condition button available on the left of the criteria entry to delete an entry. Click Add Condition button to add another entry.

Message Delivery Option

Three options for message delivery:

  • Email: To receive email alerts on the email ID specified on personalization page.
  • IM: To receive IM alerts on the ID specified on personalization page. (Note: Recipient needs to have required access privileges.)
  • Publish: To publish the report output.
To deliver as email

Alert details as well as reports can be delivered as email.

Dispatch: Select Immediately to send a mail as soon as alert is generated. Select On Completion to send all the alerts collective as one mail on completion of the report.

Sending report along with alert mail
  • Select On Completion in Dispatch.
  • Select Send Report As checkbox and select an option from Link or Attachment.
  • Select a Report Format.
  • Click Email Options link to open View Options dialog. Specify options and click Ok.

Note: To know more about View options, refer the Report View Options section at the end of this guide.

To specify recipient information,

  • Select an Organization.
  • Select the recipient’s status among To, Cc or Bcc and select respective checkbox.

If you are a super administrator, you will get a list of all the users. If you are an administrator, you will get list of users that belong to your organization. If you are an end-user you will see only your Id in the list. Selected users are listed in To, Cc or Bcc as per selection. To add a user that is not in list click ‘+’ in Add Other Addresses and specify details. The user ID is added in TO, CC or BCC as specified.

To deliver as IM

Alert details can be delivered as IM.

Dispatch: Select Immediately to IM as soon as alert is generated. Select On Completion to send all the alerts collective as one IM on completion of the report.

To select users,

  • Select an Organization.
  • Select recipients.

If you are a super administrator, you will get a list of all the users. If you are an administrator, you will get list of users that belong to your organization. If you are an end-user you will see only your Id in the list. Selected users are listed in Selected IM IDs list. To add a user that is not in the list click ‘+’ Add Other Addresses and specify details. The user ID is added in Selected IM IDs list.

To publish reports when alert condition occur

Reports can be published in case alert condition occurs. Specify the validity period:

  • A fix time interval after generation (hours, days, weeks, months, years).
  • At the end of this hour, day, week, month, year.
  • Until a set date.

The report will not be available after the validity period is over.

Date and time codes

On all the pages of portal, wherever you are expected to enter date or time, it needs to be entered in applicable format.  Format is displayed in respective entry box through codes.  The table given below provides explanation of each of the format code.

Example: Friday, December 26, 2019, 17:46:13 hours.

Character Use Effect as per example
dd Date 26
ddd Day in 3 characters Fri
dddd Complete day name Friday
HH Hour of time in 2 digits 17 (or 05)
mm Minute of time in 2 digits 46
MM Month in number in 2 digits 12
MMM Month name in 3 characters Dec
MMMM Complete month name December
ss Seconds in 2 digits 13
yy Year in 2 digits 08
yyyy Year in 4 digits 2019
a time in 12 hours format – –

Report View Options / Delivery Options

Before a report can be viewed / delivered / exported in required output format, you may need to specify options.  These options depends on the type of output requested.

Include Comments check box: A report once viewed may have comments attached to it. Select this checkbox to include comments (if at all there are any) as tail pages along with the report.

Note: When you save an Ad hoc Report, its report options will also get saved.  Next time, at run time when you click-open the options, saved options will appear.

JVista
  • Pagination: Only Multiple Page available.
  • Download Zipped / Deliver Zipped: Being view option, this is not applicable.
Acrobat PDF
  • Pagination: Select among Single Page, Multiple Page and Horizontal Breaks.
  • Download Zipped / Deliver Zipped: Select this option to download the report in zipped format.
Excel
  • Pagination: Select among Single Sheet, Multisheet and Horizontal Breaks.
  • Remove Blank Rows, Columns: Select this checkbox to remove entirely blank rows and entirely blank columns.
  • Repeat Page Header and Footer: Select this checkbox to repeat page header and footer in the excel output just like that in report.
  • Download Zipped / Deliver Zipped: Select this option to download the report in zipped format.
HTML
  • Pagination: Select among Single Page, Multiple Page and Horizontal Breaks.
  • Download Zipped / Deliver Zipped: Being view option, this is not applicable.
iHTML (only for Ad hoc reports)
  • Pagination: Only Single Page option is available.
  • Download Zipped / Deliver Zipped: Being view option, this is not applicable.
Comma Separated
  • Separator: Select the separator to be used.  Select a predefined, or click Custom and specify a separator character.
  • Enclosure: Select enclosure character if required. Select a predefined or click Custom and specify a enclosure character.
  • Pagination: Only Single Page option is available.
  • Download Zipped / Deliver Zipped: Select this option to download the report in zipped format.
Text
  • Pagination: Select among Single Page, Multiple Page and Horizontal Breaks.
  • Download Zipped / Deliver Zipped: Select this option to download the report in zipped format.
XML / RAW TEXT
  • Pagination: Only Single Page option is available.
  • Download Zipped / Deliver Zipped: Select this option to download the report in zipped format.
MS Word
  • Pagination: Only Multiple Page option is available.
  • Download Zipped / Deliver Zipped: Select this option to download the report in zipped format.

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