Saved report options

AD
DM

Saved reports are available in the Reports menu from the Network MDM menu bar.

You can access report options one of the following ways:

  • Save a report - The report options page displays so you can configure it further.
  • Edit a saved report - Click the Pencil icon next to a report in the Saved Reports list.

This page enables you to configure your report options by adding schedules, defining share settings and download preferences, and updating report criteria.

Change the report title

  • Hover over the title or description and click the Pencil icon. A text box displays so you can make your updates.

Set a report schedule

To set a schedule, select the Enabled checkbox in the Schedule section.

To configure multiple schedules, click +Add Schedule.

Define the following values:

  • Hour - Run the report every hour, at the specified number of minutes past the hour.
  • Day - Run the report every day, at the specified time of day.
  • Week - Run the report every week on the specified days, at the specified time of day. Type one or more days in the field.
  • Month - Run the report every month on the specified days (for example, 7th and 21st) at the specified time of day. Type one more days (by number) in the field.
  • Year - Run the report every year on the specified day (for example, 1st) of the specified month, at the specified time of day.

Share a report

In the Share Report section, specify viewers and editors for a report .

  • Viewers - Run and copy the report.

  • Editors - Run, copy, edit, or delete the report.

Receive notifications

Select Send Email Notifications to notify viewers and editors by email when the report is run.

Tip: Recipients should add network-emails@veevanetwork.com to their email inbox safe list.

Report creator

The user that created the report will automatically receive email notifications about the report.

The creator cannot be changed. If you created a report but you want to stop receiving notifications, ask another user to re-create or clone the report so your report can be deleted.

Download reports

Configure download preferences for a report in the Download Report section.

  • Exported reference values - Choose to display reference values as one of the following:
    • Codes

    • Labels

      Labels will display in the language you select from the list.

  • Save Results to FTP - Select to save results to the FTP server for your Network MDM instance each time the report runs.

    This option saves it to the location you choose:

    • default - Saves the results to the default directory, outbound/report.

    • custom - Saves the results to a directory you specify.

      Using a custom directory enables you to start subscriptions and retrieve the report results directly from your specified directory; for example, you can run a target subscription using the report results to export the data to downstream systems.

A results folder is created in the FTP directory each time the report runs.

Downloading reports to use in subscriptions

Reference values can be exported using codes or labels.

  • Codes - Use if you download a report to use in a source or target subscription.

    When the report is downloaded, the column headers will be the field names (for example, vid__v and first_name_v), which your subscription can easily process.

  • Labels - Column headers include the field and label (for example, hcp.vid__v (Network ID) and first_name__v (First Name)), which subscriptions cannot easily process and might fail.

Tweaking the report query

The Build section enables you to tweak your report by updating the same criteria and settings you configured when you built the report or query.

Refer to the corresponding help topics for your report type:

Viewing the result history

The Result History section enables you to see past results for each time the report has run.

The history displays the run date, results status, and the FTP directory and folder, if specified.

You can download and view the results for each run by clicking the buttons at the right of each result. For more information on downloading and viewing results, see Working with query results.

Report exceptions

If an IO Exception error displays in the Result History section, click the tooltip beside the exception to view details about the issue. For example, if there was a permission error, a similar message will display:

User does not have permission to access table: change_request_address