Intellicus Enterprise Reporting and Business Insights 19.1

Selecting Report and Viewing

0 views June 28, 2020 0

To initiate a task, select a report by right clicking to see the list of actions corresponding to that report type.


Figure 2: Report Operations on right-click

Following are the list of actions:

Action Description
Quick Run with default options At the time of report deployment, default values for report attributes, like output format, database etc. are set. To run the report using these default preferences, click Quick Run with default options. If the report has user parameters, Input Parameter Form screen will open where you need to provide the parameter values.
Run in Background If the report you are executing is expected to take longer to generate (may be due to large volume of data), or you want to carry on with another activity immediately after starting the report execution, click Run in Background. Report gets executed and output will be generated in the default format (set at the time of report deployment). If the report has user parameters, Input Parameter Form screen will open where you need to provide the parameter values. You will be navigated to Report Execution screen, where execution status of the report will be displayed.
Run Report Click Run Report to execute a report specifying Report Format and Template preferences.

Run Report, Run in Background, and Quick Run with default options are not available for HSV reports, however, View Report option is available.

List Published Outputs A report can be generated and saved (published) on server (for private viewing or public viewing). Click List Published Outputs to view the list of published outputs of this report. The list screen also displays the user name that generated (published) the report, time and expiry time of the report. From this screen, you can view report output as well as user comments on the report.
Schedule If you want to auto-execute this report at a specific date and time, click Schedule. If schedule is not set for the report, Schedule Job screen opens where you can create a new schedule job for the report.
Create Dashboard Widget When you click Create Dashboard Widget, Widget Designer screen is displayed. You can create a Widget using the report. For more information, refer to CreatingDashboardWidgets document.
Customize Report If selected report is a smart report, you can click Customize Report to open and edit it in Smart View.

Customize Report option is not available for HSV reports.

Copy Report Click Copy Report to copy the selected report into another category. This will make a copy of the selected report into another category in the format Copy_0_of_Reportname. If the same name of the report already exists in the category where you want to paste the report, an error message appears.
Copy Selection to ClipBoard Click Copy Selection to ClipBoard to copy the selected report details to paste where required.
Copy Report as Link Click Copy Report as Link to copy the selected report into another category as link. This will make a copy of the selected report into another category as a link.
Cut Report Click Cut Report to remove the report from the category. You can paste the report which is cut into another category. The report will now be available in the pasted category only.
Properties Click Properties to view or change the properties of the selected report. Properties of the report are also available from “Manage Categories and Reports” under Repository. The properties include Report Name, Report ID, Deployment Type, Design Mode etc.
Advanced Properties Click Advanced Properties to view or change the advanced properties of the selected report. The properties include Audit Log, Run Priority, Database Connection Timeout, Data Source Fetch Size etc.
Access Rights Click Access Rights to view or change the access rights of users on the selected report.
Download Report Click Download Report to download the report locally.
View Description Click View Description to view the description of the report.
Add to Favorites Click Add to Favorites to add the selected report into favorites. This will list the report in ‘Favorites Navigation’ menu for easy and quick access.
Delete Report To delete selected report, click Delete Report (available if configured).