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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 → My Reports to land on the ‘My Saved Reports’ tab
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 ‘Publish’ button highlighted below. Click on the Publish button to get the below message
Once the report has been published the report, the published URL can be accessed via 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 link by clicking the 'Go to published view' icon. A published link report is shown below
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The published links expire after 60 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 setup for the report. Please follow the steps listed below to setup the subscription:
Go to My Area → 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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