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1. Reports

Reports can be created in a dashboard and scheduled to be pushed to users in an offline downloadable HTML format, recording the dashboard results within the report period.

1.1 Report Policies

The Report Policies page displays all report policies in a list format.

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• ① Policy Name (Number of Reports): Click the policy name to navigate to the Report Download page to view all reports generated by this policy.
• ② Object: Displays the name of the dashboard that generated the current report policy. Click to navigate to the corresponding dashboard. For details on dashboard usage, please refer to Dashboard - Dashboard Details.
• ③ Enable/Disable: Start or stop report generation for the current policy.
• ④ Edit: Allows modification of the current policy’s name and push email address.
• ⑤ Delete: Delete the current policy.

1.1.1 Create a New Report Policy

The following describes in detail how to create a report policy from a dashboard.

• Step 1: Enter the dashboard for which you want to generate a report, click Settings, and select Create Report Policy to create a report.

02-dashboard.png

• Step 2: Configure the report policy according to your push requirements.
  • Fill in the policy name, cycle, report format, statistical granularity, push email address, and other information.
  • Note: Reports generated by the policy will be pushed to the email daily.
    • For example, if the cycle is set to a weekly report, the report for the previous week (e.g., last Tuesday to this Tuesday) will be pushed daily. The report covers from 00:00 on the start date to 24:00 on the end date. Any modification to the report policy will take effect from the day it is made and will only affect subsequent reports, without impacting previously generated reports. The report email will include the report as an attachment, which can be downloaded by clicking.

03-add-report-forms.png

1.2 Report Download

The Report Download page displays all generated reports in reverse chronological order (most recent first).

04-download-report-forms.png

• ① Dashboard Name: Displays the name of the dashboard that generated the current report policy. Click to navigate to the corresponding dashboard. For details on dashboard usage, please refer to Dashboard - Dashboard Details.
• ② Download: Allows downloading the current report as an HTML page.
• ③ Delete: Delete the current report.