Quick start¶

Creating a report¶

1. Using the Create menu in the workspaces tree, select Report. The report node will be created and the report editor will open with a blank report template.
2. Click (or drag) a report element from the editor toolbar to insert it.
3. Drag nodes from the Workspaces tree to quickly insert them into the report template. eg. Drag an image attachment node or chart node to insert as an image in the report.
4. Remove an element by clicking the x next to the item in the CONTENT menu (on the right-hand side of the screen) or selecting the element(s) in the editor and pressing the delete key.
5. Insert page break elements to split content over multiple pages.
6. Click and drag the resize handle at the bottom of the page to adjust the content height so that more elements can be added to the report.
7. Click on the name of a linked node (automatically added after drag-drop from Workspaces tree) in the TAGS menu to display all of its available attributes.
8. Use expressions directly inside report element content to control the output of the content and its formatting. A common scenario is to apply the time expression filter to format the display of timestamps. eg. {{report_time | time}} or {{report_time | time: "DD MMMM YYYY"}}
9. Select Preview from the editor toolbar to generate a preview of the PDF report using the latest data.

Report editor

Report preview

Downloading and Scheduling¶

1. Locate the Report node in the Workspaces tree or from the Reports List content view.
2. To edit an existing report, select Edit from the context menu.
3. Alternatively select Download to generate a PDF report using the latest data.
4. Enable Public access to get a public URL to a report that will be generated on demand.
5. Use the HTTP API to generate a PDF report on demand.

To schedule a report

1. Open the report properties from the Workspaces tree context menu.
2. From the Schedule section, click the checkbox to enable a schedule and select either Daily, Weekly or Monthly.
3. The report will be generated at the scheduled time (check debug level Events).
4. Users must be subscribed to the report node to receive the report at the scheduled time (the same way users and groups are subscribed to receive sms/email notifications). See notification subscriptions for details.
5. Use the Events view with debug detail level to audit when scheduled reports are generated and sent to subscribed users.

Report properties - schedule