Running Standard Report
Applies to: Kyvos Reporting
To run a Standard report,
On the Kyvos Reporting home screen, select Explorer.
In Object Type, select Report. The list of reports appears.
Right-click a standard report and select Run. The Report Delivery Options page opens.
From this page, you can:
View the report in a selected output format.
Print the report locally or on a server printer.
Email, publish, or upload the report.
Data Caching
When a report runs, Kyvos Reporting can cache its data. If the same report runs again with the same parameters, cached data can be reused, which improves performance.
Refresh Data checkbox appears if caching is enabled.
Clear the checkbox to use cached data.
Select the checkbox to fetch fresh data from the database.
Database Connection
By default, reports connect to the default database. You can choose a different connection from the Connection drop-down list under Connect To.
Note
If the selected connection requires credentials, enter the user name and password, and then select Test.
If the connection is successful, a Connection Test Succeeded message appears.
Output Options
You can view or export a report in the following formats:
Format | Description |
|---|---|
Acrobat PDF | Generates output in PDF format. |
MS Excel | Generates an Excel file. |
HTML | Generates output in HTML format. |
iHTML | Generates output in interactive HTML format. |
Comma Separated | Generates a delimited text file (typically CSV). |
Smart | Generates output as a Smart file. |
Text | Generates output as plain text. |
MS Word | Generates a Word file. |
XML | Generates output in XML format. |
Raw Text | Generates CSV output with only headers and values, packaged as a |
MS PowerPoint | Generates a PowerPoint file. |
Note
Some formats require specific viewers. For example, PDF requires Adobe Reader.
View Options
Depending on the selected format, you can specify additional options, such as:
Zip the output file before publishing.
Ignore page breaks.
Format-specific options for CSV or Excel outputs.
Note
You can password-protect XLSX, DOCX, PPTX, and PDF outputs. For Email, this option appears under Options. Report designers must first set a password. To know more, click here.
Running Reports
Select View Now to generate and display the report immediately.
Select Run in Background to execute the report without waiting for completion. The Report Execution Status screen displays progress.
On the Report Execution Status screen:
Select Refresh to update the execution status.
Background report status is also available under My Reports.
Printing Locally
From the Report Delivery Options screen, you can print the report directly to the local system or printer.
Printing on Server Printers
Reports can also be printed to a printer attached to the Kyvos Reporting Report Server machine.
Property | Description |
|---|---|
Name | Select the printer installed on the Report Server machine. |
Printer Settings | Opens a dialog with printer-specific settings configured by the administrator. You can override if required. |
Paper Source | Select the printer tray. |
Page Range | Select All or specify page numbers (comma-separated). |
Number of Copies | Specify the number of copies. Optionally select Collate. |
The Email, Publish, and Upload options are discussed in subsequent chapters.