Last modified by steven@one-count_com on 2018/07/10 16:42

From version 3.1
edited by melanie@one-count_com
on 2016/12/06 18:14
Change comment: There is no comment for this version
To version 7.1
edited by melanie@one-count_com
on 2016/12/14 12:24
Change comment: There is no comment for this version

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5 5  
6 6  **BECAUSE THESE FEED REPORTS ARE THIRD PARTY-SPECIFIC, YOU WILL NEED TO CREATE QUESTION(DATA FIELD)/REPONSE AND TRANSACTIONAL DATA MAPPINGS PRIOR TO RUNNING THE DASHBOARD AND CREATING THE FEED REPORT.**
7 7  
8 -This mapping is done in the Mapping Builder. See Mapping Builder documentation for detail on creating mappings.
11 +This mapping is done in the Mapping Builder. See [[UTILITIES - Mapper >>doc:Utilities - Mapper (v12\.x)]]documentation for detail on creating mappings.
9 9  
10 10  === RUN DASHBOARD ===
11 11  
12 -See Run Dashboard documentation for details on how to make selections for dashboard reporting.
15 +See [[Run Dashboard >>doc:Run Dashboard -- Select, Save, View and Use Saved Selections (v12\.x)]]documentation for details on how to make selections for dashboard reporting.
13 13  
14 14  === CREATE FEED REPORT ===
15 15  
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19 19  
20 20  Note that you will select a time period for the feed report separate than that selected for the dashboard.
21 21  
22 -=== Set Feed Criteria ===
25 +==== Set Feed Criteria ====
23 23  
24 24  [[image:attach:media_1467726658809.png||align="center"]]
25 25  
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30 30   4. Desired format/output of the report.
31 31   5. Add or Update Template based on criteria selected.
32 32  
33 -=== 1 – Feed Job List ===
36 +(% style="margin-left: 30.0px;" %)
37 +===== 1 – Feed Job List =====
34 34  
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35 35  [[image:attach:media_1467727533167.png||align="center"]]
36 36  
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37 37  All existing Feed Jobs are displayed here. If there are none listed, then none have been created.
38 38  
39 -Once a job is created and scheduled, you can Suspend, Edit, or Delete it.
40 - **Suspend:** This will suspend the job from running. Once a job is suspended, the "Suspend" button will change to "Activate", so you can edit and/or activate it at another time.
41 - **Edit:** All feed criteria for that job will be pre-populated and you can change the mapping selection and frequency selections, transfer information, report format selections, and name and description of the job in Section 5 shown in the screenshot above. **YOU MUST SELECT "Update" in the Add or Update section (Section 5 in screenshot above), or a new job will be created and placed in the queue to run.**
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46 +Once a job is
47 +
48 +{{id name="Create a New Job"/}}created and scheduled, you can Suspend, Edit, or Delete it.
49 +\\ **Suspend:** This will suspend the job from running. Once a job is suspended, the "Suspend" button will change to "Activate", so you can edit and/or activate it at another time.
50 +\\ **Edit:** All feed criteria for that job will be pre-populated and you can change the mapping selection and frequency selections, transfer information, report format selections, and name and description of the job in Section 5 shown in the screenshot above. **YOU MUST SELECT "Update" in the Add or Update section (Section 5 in screenshot above), or a new job will be created and placed in the queue to run.
51 +**
42 42   **Delete:** This deletes the job.
43 43  
44 -=== Create a New Job ===
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55 +**[[Create a New Job>>doc:||anchor="Create a New Job"]]**
45 45  
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46 46  To create a new job:
47 47   ~1. Skip the Feed Job List.
48 48   2. Set mapping and frequency selections, and date range.
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51 51   5. Select "New" in the "Add or Update" drop-down. Give the job a name (required) and description (optional).
52 52   6. Click "Schedule".
53 53  
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54 54  Further detail on Steps 2-5 is provided below.
55 55  
56 56  === 2 – Mapping and Frequency Selections and Date Range for the Feed Report ===
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142 +[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report (v12\.x)]]
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145 +Dashboard Reports - Combined User Report
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Confluence.Code.ConfluencePageClass[0]
id
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1 -66892
1 +67485
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66892/Dashboard Reports -- Create Feed Report (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67485/Dashboard Reports -- Create Feed Report (v12.x)