Delivery via Publish

Delivery via Publish

Applies to: Kyvos Reporting


You can publish a report with a pre-set validity period.

Steps to Publish a Report

  1. Select the Publish checkbox.

    Screenshot 2026-04-10 144733.png
  2. In Report Format, select the required output format.

    • Publishing in a format saves time when viewing the report.

    • Even if published in one format, you can still view the report in other formats (except RAW TEXT).
      Note
      Reports published in RAW TEXT are not available for viewing in any other format.

  3. Configure delivery options based on the selected format. Examples:

    • Zip before publishing.

    • Ignore page breaks.

    • Apply options specific to CSV or Excel.

  4. In Save In, click the object icon to open the object selector and choose the target folder.

    • Use features like filtering, sorting, and multiple views to locate folders quickly.

    • To save in the user’s working folder, select User’s Working Folder.

  5. Specify a File Name.

    • For uniqueness, add a timestamp by selecting Suffix Timestamp Format and choosing a date format.

  6. Select access type:

    • Private: Only you can view the report.

    • Public: All users can access the report.

  7. To generate a permanent link:

    1. Select the Permalink for last saved instance checkbox.

    2. Specify:

      • View Output In: Output format.

      • Access Code (optional): Protects access to the link.

      • Click Generate to create the link.

Note

Permalink is a license-controlled feature.

Validity Options

Published reports are accessible only during their validity period. After expiry, reports are automatically removed.

Validity Option

Description

Example

Validity Option

Description

Example

For a specific duration after generation

Keep the report for a defined time.

2 months, 3 weeks, 6 hours

Up to end of a duration

Keep the report until the end of the current duration.

End of this week, end of this year

Up to a specific date

Keep the report until a chosen date.

July 30, 2025

Note

After expiry, reports cannot be retrieved.

Important

Reports are stored on the Report Server. Always set an expiry date to free server space. To retain outputs, back up reports before expiry.

Using Parameters in Fields

You can include parameter values in free-form entry fields (Email, Publish, Upload).

  • Enclose the parameter name in <% and %>.

  • Example: Sales<%CountryCode%>Aug2025

    • Here, CountryCode is replaced with its actual value when the report runs.

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