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This article explains how to publish a saved report and related details. It also explains how to refresh a published report automatically.
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Instructions
To publish a saved report, follow the steps below
Go to My Area → Reports > My Reports to land on the ‘My Saved Reports’ tab
view your saved reports.
Click the name of the report that you want to Publish to open it in the report designer interface
Click Run to view the results in the bottom pane
Along with report results, more options become available which includes a ‘Share publicly(Publish)’ option under Share drop-down. Click Share publicly (Publish). For more information, refer to Reporting overview.
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The success message displays the published link.
Once the report has been published, the published URL can be accessed via the Reports > My Area → My Reports section under the Published column.
An access code can also be set for the published view from this page. It can also be removed by clicking the same lock icon
When an access code is set, the users are needed to enter that code to access the published view
You can remove the published link by clicking the ‘Remove Published View’ icon.
You can view the published report by clicking the 'Go to published view' icon. The published report is shown below.
Report view of published link
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The published links expire after 30 days from the date when it was last published |
Automatic Refresh of Published Report
To refresh the published report automatically, a subscription needs to be set up for the report. Please follow the steps listed below to setup the subscription:
Go to My Area → Reports > My Reports to see the list of all the saved reports
Click on ‘Email this report' in the report row that you wish to refresh automatically.
On the subscription form, select the checkbox for sharing as highlighted below
To skip sending an email, do not add any recipients
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