My Demeter Documentation

What is it used for (purpose)?

• See Reports you have run
• Add a new report
• See report detail for a selected report
• Search for reports you ran

What is on this page? 

• Sort Options (left pane)  
  • Requested Date (default) 
  • Name
  • Last Run Date
  • Requested Date
  • Status
  • Status Of Last
  • Type
  • Last Modified 
• Report Detail for selected report (right hand pane) 
  • Detail 
  • Information 
  • Run Security
  • History 

Navigation (How do I get to My Reports?)

• There are two ways to navigate to this page
  • Via the Home page
    • Click Reporting on the frequently used Apps or Available Apps
    • By default, you will be taken to the Report Catalog page from the Report Catalog page on the upper pane select My Reports
  • Using the Navigation bar 
    • Click Apps button on the top right corner of the Navigation Bar, and you can see all available apps
    • Click the Reporting App
    • By default, you will be taken to the Report Catalog page from the Report Catalog page on the upper pane select My Reports.

How do you use the functionality on this page (My Reports)?

• Select one of the reports which has run, the Detail page is visible by default
• Collapsible menu items for a selected report are:
  • Detail - see Description Summary, Global Report Parameters, Report Parameters (by sheet)
  • Information - see Description, Created By, Created Date, Updated By, Updated Date and Last Run Date.
  • Run Security - see whether a report is public (appears in the Catalog for anyone with a reporting license)

Information banner: These settings only take effect after the Reporting Security Access settings on the process(es) being reported on.

This means that unless these users/groups match the Reporting Security Access settings in designer for the process(es) selected for source data, users will not get access to the report because they are not permitted to.

• • • Add Users or Groups who can View and/or edit the report
    • If you are the owner of the report you can change the Is Public setting and add / edit or remove users from the grid.
    • If the report is restricted,  the User(s) / Group(s) allowed to run the report are listed
  • History - see report run history & count of reports run to date: Date & Timestamp, Requested by, Status & Type (Manual or scheduled)

Actions you can take (In default Details page):

• Run - allows you to execute a report. The report will be queued (status badge will update from Queued to Running then to Completed). Once Completed, the report can be downloaded.
• Download Latest - you can access the version of the report that was last run (this means any new data will not be included)
• Create Schedule - set up a schedule for the report to run automatically based on a given cadence
• Edit Schedule - permission based - an existing schedule can be modified
• Edit - permission based - the selected report can be modified by the owner (Details, Sheets, Catalog Page and Report Security)
  • Modifications that imply removals such as:
    • Removal of a sheet
    • Removal of a filter
    • Removal of a parameter
    • Removal of a sheet linked to a stored procedure
  • Will trigger a prompt on Save: Are you sure you want to delete sheet xxx
  • Click OK
  • Click Save, a new prompt will load: Confirm Breaking Changes
    • Schedule Name: Cadence, day / time
    • Affected Areas e.g. Filters were removed from sheet 'WBL', Filters were removed from sheet 'Sheet'
    • Confirmation request: Clicking Save will update the report. Any affected scheduled report runs may fail or produce unexpected results until schedules are manually updated.
      Required acknowledgement: I confirm that I want to proceed with these changes.
      Click OK to delete sheet(s)
• All Schedules for this report will automatically be paused

• Owner of schedules will receive a 'Report Schedule(s) Paused' notification informing which report schedules have been paused due to changes made to the report AND 

  Owner will be advised to fix paused schedules and reactivate. The notification will contain a link to the help content for Scheduled Reports.

How to create a schedule?

• Click Create Schedule
• Select frequency (Daily, Weekly, Monthly)
• Hour of the day - Hour of the day (in UTC) the report will run
• Report expiry (months) - Months until scheduled report expires
• Add recipients for the schedule
  • If any selected recipient does not have permission for a report, the system will skip the user and only make the report available to those with permission.
• Submit

How to edit a schedule?

• Click Edit Schedule
• You will be taken to the 'Scheduled Reports' tab
• Existing schedules for the report will be listed
• Select the schedule one you want to edit
• Make your changes
• Re report recipients:
  • If any selected recipient does not have permission for a report, the system will skip the user and only make the report available to those with permission.