What's in this Guide?
In this article you will find a quick guide on how to configure a report in a redBorder manager.
Introduction
RedBorder offer to the customer complete report capacities that can be predefined or created by the user including all available topics, dimensions and metrics and all available data representations.
A report can be created from scratch or it can come from a dashboard that was previously created.
To create a new report, you must click on the New Report option belonging to the Reports section.
Below is how to edit a report (the process is similar to creation). Therefore, you can click on the following link that will redirect you to said section.
Also, if you wish, you can convert a previously created dashboard into a report. For this you must visit the Convert to Dashboard in a Report guide.
Configuring the Report
Once followed any of the two steps explained in the previous section, you must access the Reports section where you will find all the reports you want to configure.
You will find many options, but this part will focus on 2 of them:
| Editing the report composition | Editing the report setings |
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Editing the Report Composition
Once you have accessed this option, you will be able to view the contents of the report and modify it. To add more widgets, you must click on the Add Block button, and then add the type of widget you consider.
Once the widget is added, you will have the extra option of add another sheet. At the bottom there is an icon that allows you to do it. In this way, you will be able to customize the report with more widgets.
Also, If you want to modify the existing widgets, you can also do it from this screen:
For more information about the dashboard configuration process, visit this guide to learn how to set up a dashboard step by step. |
Editing the Report Settings
After accessing this option, you can access the general options of the report and modify them.
- General Settings => Contains general information about the report (name, description, shedule type...).
- Notifications => You can select a list of users to whom the report will be notified via email.
- Share report: Users => It allows you to share the report with a list of registered users.
- Share report: Domains => It allows you to share the report with a list of tegistered domains.
Once you have made the necessary changes, you must update the changes by clicking on the Update Report button.
Extra Features
There are many additional options that can be used before or after the reports have been configured:
Importing Report
In the main screen belonging to the Report section you can find the option to import a .tar.gz file that contains a previously configured report.
Exporting Report
Once a report is configured, you can export the finished report by clicking on the Export report option.
As we mentioned in the previous section, this will generate a .tar.gz file that can be imported later.
Sending it Now
This option is very simple and useful at the same time. It allows you to send the reports to all the email addresses that you have added previously in the configuration process at this moment.
Generating PDF
It is possible to export the reports to a PDF file.
If you select the Time now option, you can generate a PDF file that refers to the current date. However, when selecting the Past Period option, you can indicate a range of dates that you consider appropriate for which you want the report to correspond.
Once you have indicated the corresponding time, you only have to click on the Generate PDF button to generate the corresponding PDF file.
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