Difference between revisions of "Reports"

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=== Tool Bar ===
 
=== Tool Bar ===
 
{{bullet1|Save|Once the name of the report has been entered within the Report Details, the save option will become available. For both new and existing reports, they must be saved before you can run the report.}}
 
{{bullet1|Save|Once the name of the report has been entered within the Report Details, the save option will become available. For both new and existing reports, they must be saved before you can run the report.}}
{{bullet1|Copy Report As|This allows you to create a copy of this report and add it to your list of reports under a different name. This option is only available after the new report has been saved for the first time.  
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{{bullet1|Copy Report As|This allows you to create a copy of this report and add it to your list of reports under a different name. This option is only available after the new report has been saved for the first time.}}
{{bullet1|Download|Download a definition file for the report. This allows you to share a report definition with another Hornbill instance.  This option is only available after the new report has been saved for the first time.
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{{bullet1|Download|Download a definition file for the report. This allows you to share a report definition with another Hornbill instance.  This option is only available after the new report has been saved for the first time.}}
{{bullet1|Upload|Upload a definition file for the report.  This allows you to take a report that has been shared with you and upload it to your Hornbill instance.  Uploading a definition file will overwrite any settings that you have previously set for that report, including the name.
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{{bullet1|Upload|Upload a definition file for the report.  This allows you to take a report that has been shared with you and upload it to your Hornbill instance.  Uploading a definition file will overwrite any settings that you have previously set for that report, including the name.}}
 
=== General ===
 
=== General ===
  

Revision as of 01:32, 15 October 2021

Home > Administration > Reports Index

Introduction

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. These types of reports are best used for reporting on lists of data. 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.

Related Articles

Report List

Each Hornbill application will have its own Report List. These can be accessed by browsing the Admin tool starting at Home -> Applications and then selecting the application that you with to report on. A Reports card will displayed if reporting is available for the app.

Tool Bar

  • Filter
A filter allows you to located reports that you have already created.
  • Create New Report
This option start the process of creating a new report
  • Delete Selected
This option will only be available when one or more reports have been selected within the Report List

Creating and Editing a Report

Tool Bar

  • Save
Once the name of the report has been entered within the Report Details, the save option will become available. For both new and existing reports, they must be saved before you can run the report.
  • Copy Report As
This allows you to create a copy of this report and add it to your list of reports under a different name. This option is only available after the new report has been saved for the first time.
  • Download
Download a definition file for the report. This allows you to share a report definition with another Hornbill instance. This option is only available after the new report has been saved for the first time.
  • Upload
Upload a definition file for the report. This allows you to take a report that has been shared with you and upload it to your Hornbill instance. Uploading a definition file will overwrite any settings that you have previously set for that report, including the name.

General

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