Forum Discussion

PCente's avatar
PCente
Level 3
9 years ago

Report in Data Insight 5.0

Hi All

In Data Insight 5.0 how do I export automatically (every week) from the workspace the report of total users and files that you have access foder, see example that I enclose.

I found a report that does this

Thank you

Paolo Centenaro

4 Replies

  • Pcente I am not sure if you still need assistance since you found the report you are looking for but for clarity I'll post a brief answer.

    In reporting there are categories for the reports and once you expand them by clicking the plus sign the reports themselves appear.

    reportsdrilldown.jpg


    The DataInsight Administrator can create reports by detailing the scope of time, dataset and define actions. Different reports have different options. Please select a report and use the wizard to create a report.

    create_button.jpg

    For notifications to work you must have defined a SMTP relay server to send the reports and have an environment that will allow forwarding of attachments and embedded data as is your preference.

    emailsmtp.jpg

     

    The  Notifications tab can be used to send the completed report to your intended targets.
    Note: The report is run and once completed the Notification ensues.

    emailaddy.jpg

     

    The scheduling is created under the report description (scroll down) and there are many options available under the drop down.

    Schedule.jpg
     

    Alternatively the Administrator also has and option to share out a location and save the reports on the location or to a share.

     

    credslocation.jpg

     

    I hope that is enough detail to help you navigate through our report creation and notification options in DataInsight.

     

     

     

     

  • Hi Rodp
    Sorry I did not make myself clear, what I needed was to extract a report that only exists in the workspace (see the example I attached in the previous post), in reports to data insight not any one of equals.
    I need a report with the number of users and files managed by data insight with running weekly.
     Tanks

    Paolo

  • Sorry Paolo, if you want a report exported out of the workspace use the export option from the action button.

    export.jpg

    If it is a table email it to yourself

    email.jpg

    or save it to disk

    disk.jpg

    from the status bar of the table.

    sbar.jpg

     

    Rod

  • thanksRodp
    Unfortunately I hope you could send a folder automatically
    .

    Paolo