Reports: Difference between revisions
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{{bluebanner|[[Main Page|Home]] > [[Administration]] > Reports|[[:Category:Service Manager Administration|Index]]}} | {{bluebanner|[[Main Page|Home]] > [[Administration]] > Reports|[[:Category:Service Manager Administration|Index]]}} | ||
{{IntroAndLinks|Reports are used to collect specific data for your reporting needs. The reports in Hornbill are point in time, meaning that the data is accurate at the point when the report is run. There are various different options with reports which will be explored in more detail below.| | {{IntroAndLinks|Reports are used to collect specific data for your reporting needs. The reports in Hornbill are point in time, meaning that the data is accurate at the point when the report is run. There are various different options with reports which will be explored in more detail below. Reports can be created in various formats and can be scheduled for distribution to documents in Document Manager.| | ||
:* [[Report Types]] | :* [[Report Types]] | ||
:* [[Report_Scheduling|Report Scheduling]] | :* [[Report_Scheduling|Report Scheduling]] | ||
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===Report Types=== | ===Report Types=== |
Revision as of 22:37, 14 October 2021
Home > Administration > Reports | Index |
IntroductionReports are used to collect specific data for your reporting needs. The reports in Hornbill are point in time, meaning that the data is accurate at the point when the report is run. There are various different options with reports which will be explored in more detail below. Reports can be created in various formats and can be scheduled for distribution to documents in Document Manager. |
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Report Types
Reports can be created based on Entities, Measures or by using the SQL Schema Designer.
Output Options
Reports are output by default in PDF format. In the Output Formats section you can also choose to output the report in the following additional formats
- CSV
- XLS
- XLSX
When creating reports, the max row limit is set by default on instances to 1000, this can be increased to a maximum of 25000 rows using the following system setting (Home - System - Settings - Advanced):
api.xmlmc.queryExec.maxResultsAllowed
The only exception to this is for the creation of PDF reports output, this is limited to the following max outputs:
- reporting.display.maxcolumns = 20
- reporting.display.maxrows=5000
If either of these limits are exceeded when trying to generate a PDF output, the PDF generation will fail. PDF reports can only be generated on in A4 format (either portrait or landscape). Because of this restriction, there could be a scenario where not all included columns will be visible in a PDF report, depending on the data contained in these columns. In this scenario, we can only advise reducing the number of columns or opting for a different output type.
Generation of CSV, XLS, XLSX adhere to the maximum row limit you have set on your instance under the following system setting: api.xmlmc.queryExec.maxResultsAllowed
Please also note that any hidden columns will only be excluded from the visual PDF output, with the data being included in the CSV, XLS and XLSX outputs. If you do not wish the data to be included in these output formats, the column should be removed from the report.
Schedule
As well as running reports manually, you can also schedule the reports to run and be distributed on definable intervals: Scheduling Reports.
Table References
Full schema information and table descriptions can be found in the Application entity viewer located in Hornbill Administration: Click here for more info