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Contents
- How to Create a Report
- How to Copy a Report
- How to Create a Report based on a Template
- How to Set Permissions for a Report
- How to Export a Report to Excel
- How to Export a Report to PDF
- How to Export a Report as a Microsoft SharePoint Web Part
- How to Send a Report via Email
- How to Set an Email Distribution List for a Scheduled Report
- How to View a Report from SharePoint's "Site Actions" Menu
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Gain a fresh insight into your website with a wide range of usage reports and dashboards. In the Report Center, you can easily create dynamic reports that feature charts and tables, either by making use of one of CardioLog's existing templates or by building a report from scratch. You can schedule a report to run automatically every day, week or month, and you can preset permission to view and/or edit a certain report or dashboard to ensure that the right person has access to the right data. It's also possible to send a report to a predetermined distribution list, and to share it by exporting it to various formats, including SharePoint web parts.
How to Create a ReportAnchor create-new create-new
- In the Navigation pane, under Report Center, click a folder in the Reports tree, and then select New Report... (You can first create a Reports folder by selecting New Folder...)
Create a new report
- While in the New Report dialog, select the Blank Report option and click Next:
Create a blank report - Enter the Name and Description fields, select the number of columns for the report, and then click Next.
To display dates in the Name and Description fields, use the following variables: $now$, $today$, $lastday$, $thisweek$, $lastweek$, $thismonth$, $lastmonth$, $thisquarter$, $lastquarter$, $thisyear$, $lastyear$
Report details - Schedule the report: according to a predetermined time interval (day, week or month), then click OK.
Report scheduling
The ad-hoc report generation option - The blank report is now in Edit Mode. When a report is in Edit Mode, you can add widgets to it.
- Click Add in the Top Toolbar and select a widget to add to the report (for a complete list of available widgets, see the Reports Gallery).
Add widgets to a report - The following actions are available in the Top Toolbar while in Edit Mode:
- Add - add widgets to the report.
- Export to CSV - export the data to Microsoft Excel (see How to Export a Report to Excel).
- Distribution List - send the report to a distribution list (see How to Set an Email Distribution List for a Scheduled Report).
- Refresh - refresh the report's settings.
- Delete All Widgets - remove all widgets from the report.
- Generate Report - create the report in real time.
- Upon analyzing the report, it is possible to create a static version with real time data (by selecting Generate Report) or to wait until the report is automatically generated according to the report scheduling. As long as there are no static versions for the report, it will be displayed in Edit Mode (if there are edit permissions for the current user) if it is selected from the Reports tree. Otherwise, the latest static version will be displayed.
A Static Report - The following actions are available in the Top Toolbar when the most recent report version is displayed (static mode):
- Edit - change the report mode to Edit Mode in order for editing.
- Refresh - refresh the report settings.
- Export to PDF - export the report data to PDF for printing (see How to Export a Report to PDF).
- Export to CSV - export the report data to CSV file format (see How to Export a Report to Excel).
- Send To - send an Email with a link to the report (see How to Send a Report via Email).
- Distribution List - send the report to a distribution list (see How to Set an Email Distribution List for a Scheduled Report).
- Create Web Part - create a web part for the report (see How to export a report to a Microsoft SharePoint Web Part).
- Regenerate Report - refresh the report data.
Static report - right click menu
- Edit the time frame for a static report by clicking the Date Range link on the top right of the report. Select the desired date range and time interval and clickOK.
Re-creation of the report with a newly selected date range - To remove the report, including all previous versions right click the report and select Remove from the Navigation Pane. To remove only the previous versions of the report, select Remove Historical Data.
The report's Historical Data refers to all prior versions which are saved in the system. If a version exists for a selected date range, the actual saved version is displayed, and no query is submitted to the database. This is in order to save system resources and shorten the waiting time for the report. - To modify the report properties (report title, description, number of columns and scheduling type), click the report and select Properties on the Navigation Pane.
- To view the report in a new window (without the CardioLog scheme) on the Navigation pane, click the report and select Browse.
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The amount of resources needed for report processing depends on the number of scheduled reports, the number of database queries for each report and the timeframe selected for the reports (reports for 365 days require more resources then reports for 30 days). To ensure optimal operation, make sure you follow these recommendations:
- Number of Queries (Widgets) per Report - Limit the number of widgets in a report to a maximum of 6.
- Number of Results (Rows) per Query - Display only the top 100 rows in tables.
- Report Filters - Define a black list rule when possible and avoid using the exclude (!) condition in the report filters.
- Report Scheduling Type - Make sure that the report scheduling type (daily/weekly/monthly) is in correspondence to the report date range, for example:
When a report's date range is "Last Month", schedule it to run once a month.
When a report's date range is "Last 30 Days",schedule it to run once a day. - Report Type ("By URL" Widgets) - Avoid using the "By URL" widgets (for example - "Events" (Page Views by URL) unless needed. When creating a report for a web site, search the website in Object Explorer (Analysis Center), and use the appropriate tree item as the source of your report.
Use the "By URL" reports only for:- Web sites which do not exist in Object Explorer
- Retrieving URL Parameters in the report
- Tracking banner and button clicks
- Tracking custom events
- Number of Scheduled Reports - Delete unused scheduled reports. Use the CardioLog Analysis Center for real time queries or to create an Ad-Hoc report and generate it manually on demand.
How to Copy a ReportAnchor copy copy
How to Create a Report based on a TemplateAnchor create-template create-template
How to Set Permissions for a Report Anchor permissions permissions
How to Export a Report to ExcelAnchor export-excel export-excel
How to Export a Report to PDFAnchor export-pdf export-pdf
How to Export a Report as a Microsoft SharePoint Web PartAnchor export-sharepoint export-sharepoint
How to Send a Report via EmailAnchor send-email send-email
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