Managing Reports with Report Center

You can search for a report by report or the author name. The search field uses an auto-complete feature.

Report Center users can filter the list of reports by Author, Modification Date, Labels, or Type. This filter setting remains the same value across login or logout sessions until it's changed or cleared. The filter icon indicates how many filter options are currently applied. You can sort results by Report Name, Author, Modification Date, or Type.

If you're a Report administrator, you have a view in Report Center referred to as. Administrators often have access to many reports, and this view limits the reports displayed so they can focus on essential reports. Administrators can use search and filter features on All Reports when locating additional reports.

Report Administrator views contain:

• My Reports: All your authored reports and reports shared with you.
• All Reports: All reports that you have access to.

These views appear in the Report Center navigation when the user is an administrator of any report type.

You can use Report Center to add or remove favorite reports that are available on the home page.

To use Favorite Reports:

• Select or clear the star icon that precedes the report name to add it or remove it from the list of favorite reports. For example, select the star before Goal Status in Report Center.
• On the latest home page, choose the Favorite Reports quick action to view your list of favorite reports, arranged by the report types. For example, Goal Status is listed under Dashboards. The quick action allows you to search and remove reports from your favorites list.

Labels can now be classified as public or private.

• Are visible to report administrators
• Are visible to report consumers when they have access (shared with them, author of the report) to a report assigned the public label
• Can be created by report administrators only
• Can be assigned to reports by report administrators only

• Are only visible to the user that created the private label
• Can be created by any reporting user
• Can be assigned to reports that the user can access

All reporting users can manage their own private labels. Only reporting administrators can manage public labels. See the following figures of the Manage Labels screen for two separate administrators and a reporting user.

Administrator A sets up public and private labels.

Administrator B can manage all public labels, but cannot see or manage Administrator A's private labels.

Report creators and consumers can't manage public labels.

You can create labels though either the dropdown next to the labels tab or though the action area of a report. Report administrators can create public and private labels. Other reporting users can only create private labels.

By default, when creating a new label, the label is set to private.

When working with a label name, consider the following:

• Labels are NOT case-sensitive. Retail and retail are considered as one label.
• You CAN create ONE public and private label with the same name.
• Label names of the same type (public, private) must be unique. For example, you cannot create a private label named FAVORITES and another private label named favorites.
• Private labels with the same name can be created by different users. For example, Sally can create a private label named Favorites, and Sam can create a private label named Favorites.

Report administrators can create public or private labels.

Other reporting users can create private labels only.

To create a label, complete the following steps:

1. Open Manage Labels and undertake one of the following actions:
   • Choose Create from the dropdown next to the Labels tab.
   • In the Label As action, choose Create New.
2. Enter a name in Label Name.
3. To set the label type as public, select Public.
4. To nest the label inside another, select Nested label in, and select its parent label from the dropdown list.
5. Select a color for the public label.
6. Choose Create.
7. Choose Done.

1. In Report Center, undertake one of the following actions:
   • Select the Label As button.
   • Select the action menu, and then point to Label As.
2. Select one or more labels.
3. Choose Apply.

You can also manage labels, such as deleting labels, editing the label color, marking as public or private, and grouping/nesting labels.

To manage labels in the Report Center, complete the following steps:

1. Choose Manage from the dropdown next to the Labels tab.
2. From Manage Labels, you can:
   • Search for existing labels.
   • Create a new label by choosing Create New.
   • Delete a label with the delete button.
   • Edit an existing label with the pencil (edit) button.
   Note

   With the Edit function, you can do the following:

   • Rename an existing label.
   • Mark public/private.
   • Change the color.
   • Nest it in another label.
3. When this task is complete, choose Done.

When you are using Report Center, you can view your reports in two views: Reports and Labels.

• The Reports tab allows you to view reports in a list format.
• The Labels tab allows you to view labels in a list format where the reports are grouped under labels. The reports that are not associated with any labels are grouped under Unlabeled.

Reports display labels under the report name.

You can select the view in Report Center. In the Report view, the labels appear underneath the corresponding report titles in the flat report list. Selecting a label filters for that label.

The label view shows public and private labels that can be expanded and collapsed.

When you enable the Labels view, Report Center displays public labels and the reporting user's private labels. Labels without reports that the user can access don't appear. Reports without labels appear in Unlabeled Reports.

To share a table or canvas report, you need to have Edit access to the report.

To share Story reports, you must be the owner of the report, or the report must be shared with you with the full access permission.

To share tile-based dashboards, you must be a dashboard and tile administrator.

To share with users, find and select individual users to share your report.

You can create a shareable link for any story that you see on your Report Center page. When you share the link with others, only the approved users can access the story that's using that specific link.

When you use the action copy link, a direct link to the Story report is copied to your system clipboard, which you can share with others.

You're able to schedule reports for offline execution so that you can download the reports later or generate the reports at a regular cadence. Report scheduling is especially recommended for data intensive reports that can take a long time to generate. With scheduling, you can send reports to Secured File Transfer Protocol (SFTP) sites to offload processing for reports with large data volumes.

The user must have permission to schedule reports.

To schedule a report, complete the following steps:

1. Go to New Schedule from the Action menu.
2. Fill the required details on the Job Definition tab.
   1. Enter the Job Name.
   2. Select the Report Format.
   3. Enter the e-mail addresses you want to send notifications. These e-mail addresses do not receive the resulting scheduled report. You can choose to send notifications on Job Start or Job Completion.
3. For Canvas and Story reports, go to Destination to set the report output.
4. On the Destination tab, select either Offline to download the report later from the View Schedules section or schedule a report to be sent to Secured File Transfer Protocol (SFTP).
   Note

   For Story reports, only the CSV file format is available and can only have a destination method of Offline.

   Note

   For Canvas reports, the MS Excel and CSV file formats are available only when the report has only the List Report type of table components. If the report has table components based on views (pivots), the CSV file format isn't supported. If a Canvas report has images or charts, the MS Excel and CSV file formats aren't available.

Complete the following steps:

1. Enter the Host Address, SFTP Login, and SFTP password.
2. Enter the File Path where the export file is located.
3. Enter the File Name with extension. An example is New_Report.xlsx
4. Select the date format for table reports.

On the Job Occurrence tab, select how often the report runs and the first scheduled occurrence of the report. The job runs at the specified time for each occurrence.

The tabs on the View Schedules page are:

• My Schedules: This lists all the schedules set up by you.
• My Jobs: This lists all the job based on the job occurrence set by you when creating a schedule. From the Action menu, you can see the Job Details or download the report.
• All Schedules: This lists all schedules in your instance. This option is available only if you have the permission, View all Schedules.

The following columns appear in the scheduling tabs:

• Title: The name of the schedule that is created
• Author: The name of the admin who created the schedule
• Last Modified: The latest date when the schedule was edited. Note: The column isn't available in My Jobs tab.
• Occurrence: The type of occurrence that has been selected while creating a schedule. You can select the occurrence only once, daily, weekly, or monthly.
• Destination: Shows whether the report scheduled is for offline or SFTP
• Start Date: Shows the date and time when the job was scheduled
  Note

  The column is only available in the My Jobs tab.
• Cells: Displays the total number of cells that the report returns. The total number of cells returned in your report is defined as the product of the number of rows and the number of columns in your report. For example, if you have N number of rows and M number of columns in your report, the total number of cells returned = N * M. Note: Data in this column populates only after an instance of the job runs (at least, once).
• Impact of Guardrail: Indicates the impact that guardrail has on your reports. Guardrail check is enabled for online reports, and this column is populated based on the check result. This column is blank when the number of cells in the report remains within the permissible limit for online generation. The value shown in this column is:
  • Offline: Indicates that the number of cells in the report exceeds the limit for normal online execution. You can schedule reports that exceed the limit.
  • Blocked: Indicates that the number of cells in the multidomain Table report without a BIRT template exceeds the limit for execution. Reduce the number of cells by applying filter or editing the report definition.
• Status: Shows the status of the scheduled job, whether it has completed, failed, or recovered. To cancel a job that is in the In Progress status or running for more than 24 hours, click the ellipsis icon under the Action column and then select Cancel. Note that the column is available in the My Jobs tab only.
• Action: Select the ellipsis icon to perform various operations like running, deleting, canceling, viewing, or editing the scheduled job.

You can perform the following actions from the Action menu.

• Run the schedule.
• Delete the schedule.
• Cancel the jobs you no longer want to run.
• View jobs for an individual schedule
• Edit the schedule.

You can cancel scheduled jobs that aren't completed and are stuck in the same status for a long time. This job cancellation improves the performance of the report scheduler in Report Center.

You can cancel a job if the status of the scheduled job for the Canvas report is in the Waiting or Started status and, for Table report, it's in the In Progress status.

Scheduled reports sometimes take a longer time to start running because they go into a queue.

The report scheduler framework runs 10 jobs at a time from each job server. When the jobs exceed this number, the scheduler runs from the emergency queue where there are six job nodes to pick the jobs.

If some jobs are still running, and it's taking longer to finish the job execution, the scheduler delays picking up the next job. Only when all jobs have finished executing will the scheduler take up the new jobs. This delay causes a scheduled report to start running offline late.

You can access and download the output files of scheduled reports from the My Jobs page in Report Center.

The output files of the scheduled Story, Table, and Canvas reports are available for download on the My Jobs page. Also, Calibration, Succession, and Compensation and Variable Pay use some legacy reports that are triggered from the respective products. The generated reports are available for download on the My Jobs page.

All reports are available for download for 14 days from job completion. To download a report after 14 days, you must reschedule the report generation through a new job.

To download or delete reports in My Jobs, complete the following steps:

1. Go to the Report Center→View Schedules→My Jobs tab.
2. Select the Action menu for the report you want to download or delete.
3. Select Download or Delete.