Configuration procedure to run the report

Steps

  1. Enter a Start date and End date for the data included in the report (both entries default to the current date).
  2. Select an Output format for the report. The options are:
    • PDF (the default, requires Adobe Reader 7.0 or later)
    • HTML (for viewing in a browser)
    • XLS (requires Microsoft Excel 2003 or later).
    Note: You'll be given the option to save the file if you have selected a format but do not have the appropriate software installed.
  3. If the report you selected is a Top N chart, indicate how many items you wish to include (10, by default).
    Note that charts showing the top 100 or more items do not include a legend. Use the details listed below the chart to review the numbers being reported.
  4. Under Report Generation, specify whether to run the report in the background (default) or foreground.
    • Running the report in the background creates a scheduled job defined to run now and run once.

      With this option, you can provide one or more recipient email addresses for distributing the report, as well as the email address to notify if the report cannot be generated.

    • If you prefer to run the report in the foreground, deselect Schedule the report to run in the background.
  5. When you have finished configuring report generation, click Run.
    • If you selected to run the report in the background, you are taken to the Job Queue window where the new job is listed.

      Reports run in the background are automatically saved and can be accessed from the Presentation Reports > Review Reports page. If email recipients were specified, the email message contains a link to the report and, as long as the report does not exceed mail server size limits, a copy of the report.

    • If you selected to run the report in the foreground, a new browser window appears indicating report progress. When the report completes, HTML reports appear in the browser window, and PDF or XLS reports offer a choice of whether to open the report or save it to disk.

      Reports run in the foreground are not automatically saved and cannot be viewed on the Presentation Reports > Review Reports page. Save the report manually to keep a copy to review later.

      Tip:

      When you run reports in the foreground, use the Close button embedded in the pop-up window to close the “generating report” or “report complete” messages.

      Using the browser’s close (X) button may cause subsequent reports to fail until you navigate away from the Presentation Reports page and return.