Generating documents from reports

After the reports have been created from templates that your report designer uploaded, you can use these reports to generate your documents. You can search the list of reports by name, tag, or start and end dates. When you find the report that you want, generate a document from the report.

Procedure

  1. Go to the Generate page of the web app.
  2. Find the report in the list and in the Generate column, click Generate Document Generate Document .
    1. When you are prompted to select the data source connection for the report, select the connection and enter the user name and password. This user name and password are saved and reused the next time that you generate this document.
    2. Enter any tags for the document.
    3. Select the Share report results check box if you want to share the results of the document generation job with your team.
      enter tags or share report results
    4. If your template defines any variables, enter values for the variables.
      Template variables
    5. Click Generate.
      List of reports on Generate page

      The generation time shown in the status column is the average duration of previous generations of this document. The first time that the document is generated, the expected time is set to one minute.

  3. When the document generation job is complete, the status changes to Finished. Click the Download Documents icon in the Status column, and open or save the file.

What to do next

You can see all of your generated documents on the View page.

Feedback