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
- Go to the Generate page of the web
app.
- Find the report in the list and in the Generate column, click Generate
Document
. - 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.
- Enter any tags for the document.
- Select the Share report results check box if you want to share the
results of the document generation job with your team.
- If your template defines any variables, enter values for the variables.
- Click Generate.
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.
- 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.