Create a report

The following procedure describes how to create a report.

Before creating a report:
  • Create a viewpoint.
  • Create a TEXTML query.
  1. In the Queries panel, right-click the Reports folder.
    The Create report option appears.
  2. Click Create report.
    The Create report dialog appears.
  3. Enter a Report name, select Open report in default editor, and click OK.
    For example:
    The report is created and opened, as shown below. The report name is displayed:
    Note: The created report can also be viewed in the Queries panel.
  4. Enter the required information in the report.
  5. In the General Information panel:
    You first have to choose a Query and a Viewpoint before enabling the report.
    1. Choose the relevant Query from the drop-down list.
    2. Choose the relevant Viewpoint from the drop-down list.
    3. In the State field, select ENABLED to receive a report.
    4. In the XSL template field, select the template.
    5. To receive the dataset in the email, select Attach Dataset.
    For example:
  6. In the Notify panel, enter the list of all emails that should receive the generated report. To add email recipients:
    1. Right-click Email to add, delete, and modify email details.
      For example:
    2. Choose Add to add a new email to the list.
      A Notify window opens. For example:
    3. Enter the Email and choose the Email type from the drop-down list.
    4. Click OK.
    For example:
  7. In the Parameters panel, enter the parameters that are required for the report.
    Note: Both the Key and Value are configurable from the report2html.xsl template. However, from the Parameters panel only the Value is modifiable.

    To modify the Value:

    1. Right-click Value.
    2. Click Modify to modify the Value.
      The Report parameters window opens.
    3. Enter the Value.
      For example:
    4. Click OK.
    For example :
  8. In the Schedule panel, specify the time interval at which the report will run. To specify the values:
    1. Double-click the Value field on the line that you want to configure.
      For example, to set the minutes for the job double-click Value on the Minutes line. The following dialog appears:
    2. Choose the preferred time from the available options.
    3. Repeat these steps to set the Hours, Days, Months, and Days of week for the report to be sent.
      In the following example the report is scheduled for 8:00 AM every day.
  9. Save and close the report.
An example of the final report is displayed below: