Using the Administration module

This section contains the following topics:

Using export templates

One of the most common uses of Advanced Reporting is to execute report, then export to a desktop tool or format such as Adobe. Advanced Reporting facilitates this export process not only be providing a number of export format options, but also by allowing users with the appropriate security privileges to create and manage export templates. To manage export templates, browse to the Export Templates tab in the Administration module.

Advanced Reporting ships with a default template already created for you until you create one of your own. When you create a template satisfying your organization default needs, it can then be set up as your default template.

The Export Templates tab begins with the export templates listing displaying each defined template. To edit, click the name of the template in the list. To create a new template, click the New Template action on the Export templates action bar. This will open the New Template dialog box.

Use the controls as follows:

Clicking the Next button will automatically save the template and put you in edit mode. The template edit page allows you to further apply design specifications to templates your users can choose to associate with specific reports. The following options are available in the template edit screens:

Sample	Displays a sample document using the settings you’ve defined for your template
Page Setup	Allows you to edit Template Name, Page Size, Page Margins, Page Orientation, and Grouping options
Page Styles	Provides options for font specifications such as color (hexadecimal color values as, more information here: http://en.wikipedia.org/wiki/Web_colors) , size, and family. These values are applied as the page style, with optional overrides for Even and Odd row modifications. You are also allowed the option to specify style specifics, including custom CSS.
Header and Footer	Provides a WISYWIG drag and drop editor for designing export templates. In the Template Designer, drag and drop from the Add Elements page to create new sections of your template including New Row, Text Cell and Image Cell. As you drag elements onto the designer, or if you double click an existing element, an editor dialog for that element type will appear, allowing for element specific modifications. An image cell allows you to upload an image from your desktop to include in the template. A text cell allows you to define text elements to appear on each page. Text elements can be dynamic based on the execution using the variables provided in the Select a Keyword drop-down. For example, if you execute a report titled Weekly Completions, the text element Title: ${reportTitle} will resolve to Title: Weekly Completions at runtime. The ${exportHeading} keyword will allow the user that is exporting (or setting up a schedule) to specify a free text heading. This is useful to give context to a PDF export of a report, for example Report run prior to annual training meeting for year 2014.
Watermark	Allows you to specify a watermark and associated opacity level to appear on each page of the exported document.

Managing schedules

Administrators are allowed global view of all schedules in the system through the Schedules tab in the administration module. The Active Schedules listing displays all current schedules by Description, Owner, Schedule, and Next Fire Time. To delete, simply select one or more schedules and click the Delete button in the Active schedules listing menu bar. To edit, click the desired schedule description.

The Schedule Log tab allows you to view the history of all scheduled jobs that have executed. For each execution, the log lists the completion status, the scheduled execution time, the actual execution time, the completion time, and how long it took for the report to run. You can also see the details of the job to determine what caused the failure, or how many records were processed.

For details about specific edit options for schedules, see Archives and Schedules.

Managing your direct links

Direct Links are Live Excel files and exports of dashboards, via the embed link. To use this page, a user must have the Maintain LiveExcel and Dashboard Exports permission.

To disable a direct link temporarily, click the disable link. Click enable to make it active again.

To disable a direct link permanently, click remove to remove the entry from the list. When a direct link entry is removed it can never be re-created. A new Live Excel or Embedded Dashboard link must be made and any existing copies of the original download are permanently rendered unusable.

If a direct link has been disabled or deleted, running the direct link will show an error message.

When a direct link entry is removed it can never be re-created. A new download must be made, and any existing copies of the original download are permanently rendered unusable.

The columns in the list refer to:

Type	Live Excel or Dashboard
Name	The name of the report
Status	enabled or disabled. If disabled, the direct link will produce an error message. Downloaders of Live Excels are encouraged to add a note indicating the reason for the export, so you may have an idea of the impact of removing it. There is no note option for dashboard links.
Created By	The name of the user that created the direct link, either by downloading a Live Excel or creating an Embed link.
Last Accessed	The timestamp of the last time the direct link was accessed. This should help determine if it is still in use.
IP Address	The IP address of the computer that made the direct link request.
Options	Click disable to disable. Click enable to re-enable. Click remove to permanently render the direct link link unusable.

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