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- Find the report you would like to edit in the Navigation Pane, click it, and then select Edit from the contextual menu.
Report Contextual Menu - The report will now open in Edit Mode. When a report is in Edit Mode, you can add Widgets to it, change the time range, edit filters and export a CSV file for use with Excel and other spreadsheet applications.
- You can click any blank area of the report where a plus sign appears as you hover your cursor, or click Add at the top of the Central Area Toolbar and select a widget to add to the report. Continue on to widget editing for more information. The Reports Gallery contains a full description of all widgets.
Blank Report Edit Toolbar
The following actions are available in the Top Toolbar while in Edit Mode or Static Mode:Anchor top toolbar top toolbar - Add - add widgets to the report.
- Actions Menu
- Remove All Widgets - Clears all widgets from the current report.
- Refresh - refresh the report's settings.
- Generate Report - create the report in real time.
Actions menu - Remove All Widgets - Clears all widgets from the current report.
- Share Menu
- Export to CSV - Export the data to Microsoft Excel or other spreadsheet applications.
- Distribution List - Send the report to a distribution list.
Share menu
The Filters menu allows you to limit the data displayed to specific pages, users or groups, or visitor segments for all widgets simultaneously. Alternatively, you may edit each widget's filter preferences individually to suit your needs.
Filters menu - Export to CSV - Export the data to Microsoft Excel or other spreadsheet applications.
- After designing the report, you can create a static version with real time data (by selecting Generate Report), or wait until the report is automatically generated at the next scheduled interval. As long as there are no static versions for the report, it will be displayed in Edit Mode when selected from the Navigation Pane, assuming the current user has sufficient permissions. Otherwise, the latest static version will be displayed.
A Static Report with Active Widgets - Edit the time frame for a static report by clicking the current Time Range menu on the top right of the report. Select the desired date range, or customize to highlight a specific period of time.
Choose Date Range Menu
Customized Date Range - To remove the report, including all previous versions click the report title in the Navigation Pane and select Delete. To remove only the previous versions of the report and associated data, select Delete Historical Data. The report's Historical Data refers to all prior report versions that have been saved. If a version exists for a selected date range, the original saved version is displayed, and no query is submitted to the database. This is in order to save system resources and streamline report generation.
- Select Properties in report's contextual menu in the Navigation Pane to modify the report information. There are six property fields and the first three listed here may be edited at any time:
- Name: The name of the report as it appears in the Navigation Pane and all further saved versions.
- Description: An optional description of what the report contains, or notes.
- Scheduling: You may change between scheduled or Ad-Hoc report generation at any time. If a new report schedule is chosen, the report will be refreshed at the next relevant scheduled interval, not immediately.
- Created By: The username of the person who originally created the report
- Create Date: The date and time the report was originally created
- Last Access Date: The most recent time and date that data was generated for the report was opened or viewed in CardioLog.
Report Properties
- Select Permissions to edit who may view, edit or modify the report as described below.
- Select Browse in the report's contextual menu in the Navigation Pane to view the report isolated in a new window, without the CardioLog scheme. Browse is only available after at least one report has been generated.
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How to Send a Report via Email
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You can send an email with a unique link to the report, with the data in the report automatically refreshed. Alternatively you can send an email with current data as a PDF or CSV file. The report must be in View Mode. Click Generate Report from the Actions menu if a Static Report does not exist yet.
- When the report is in View Mode, click Send To from the Share menu.
- In the new email window, enter an email address
- Choose how you would like your recipient to view the report and click OK.
Send Email window
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Once a new non ad-hoc report is created, an automated email can be sent to a predefined distribution list. This email includes a unique link, a PDF file or CSV file attachment with the most recent report data. The email may be sent to the distribution list monthly, weekly or daily, according to the report scheduling preference.
- Open a report in View Mode and select Distribution List from the SHARE menu.
- Enter an email address in the text box and click the Add button to add the address to the distribution list.
- Add any additional email addresses you would like to include.
- Click Save.
Distribution List Dialogue
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A web part is a component which displays data in a Microsoft SharePoint Portal. You can create a web part that displays a report from Report Center and add it to any page in the portal. The report must be in View Mode. Click Generate Report from the Actions menu if a Static Report does not exist yet. The web part will always automatically have the report's most recent data according to its scheduling type.
- When the report is in View Mode, click Create Web Part from the Share menu.
- The report will be downloaded as a DWP file to your browser's default downloads location.
- You can now add the dynamic Dashboard Web Part to your SharePoint web site.
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To view usage reports from within your SharePoint portal, via the "Site Actions" menu, install our CardioLog Usage Reports SharePoint Feature. The site action feature can be deployed on the entire farm or for specific web applications.
The "CardioLog Usage Reports" SharePoint Feature which enables the submission of usage queries directly from your SharePoint portal.
- The CardioLog system administrator first creates and publishes report templates. These templates are then available from portal pages.
- Each portal page displays a link to CardioLog Analytics usage reports under Site Actions. Clicking on the link will generate a usage report for your page. By default, SharePoint view permissions are required to see the report.
The "CardioLog Usage Reports" SharePoint feature
- Select the desired report template and date range in order to run a relevant usage report for the page you are visiting. The report will be displayed in a new browser window.