Changes for page Dashboard Reports -- Create Feed Report
Last modified by steven@one-count_com on 2018/07/10 16:42
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... ... @@ -1,3 +1,6 @@ 1 +{{layout}} 2 +{{layout-section ac:type="two_right_sidebar"}} 3 +{{layout-cell}} 1 1 2 2 3 3 {{id name="Start ScreenSteps Content"/}} ... ... @@ -5,11 +5,11 @@ 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 Mapp ingBuilder 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 ... ... @@ -19,7 +19,7 @@ 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 ... ... @@ -30,19 +30,28 @@ 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 39 +(% style="margin-left: 30.0px;" %) 35 35 [[image:attach:media_1467727533167.png||align="center"]] 36 36 42 +(% style="margin-left: 30.0px;" %) 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.** 45 +(% style="margin-left: 30.0px;" %) 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 === 54 +(% style="margin-left: 30.0px;" %) 55 +**[[Create a New Job>>doc:||anchor="Create a New Job"]]** 45 45 57 +(% style="margin-left: 30.0px;" %) 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. ... ... @@ -51,6 +51,7 @@ 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 66 +(% style="margin-left: 30.0px;" %) 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 === ... ... @@ -97,3 +97,71 @@ 97 97 98 98 99 99 {{id name="End ScreenSteps Content"/}} 113 +{{/layout-cell}} 114 + 115 +{{layout-cell}} 116 +{{panel title="Search all Documentation:"}} 117 + 118 + 119 +{{livesearch/}} 120 +{{/panel}} 121 + 122 +{{panel title="Search Dashboards Documentation:"}} 123 + 124 + 125 +{{pagetreesearch rootPage="Analytics Dashboards"/}} 126 +{{/panel}} 127 + 128 +{{panel}} 129 + 130 + 131 +{{toc maxLevel="4"/}} 132 +{{/panel}} 133 + 134 +{{panel title="Click here to expand..."}} 135 +{{expand title="More Dashboards Documentation"}} 136 + 137 + 138 +(% style="margin-left: 30.0px;" %) 139 + 140 + 141 +(% style="margin-left: 30.0px;" %) 142 +[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report (v12\.x)]] 143 + 144 +(% style="margin-left: 30.0px;" %) 145 +Dashboard Reports - Combined User Report 146 + 147 +(% style="margin-left: 30.0px;" %) 148 + 149 + 150 + 151 + 152 + 153 +{{/expand}} 154 +{{/panel}} 155 + 156 + 157 + 158 + 159 + 160 + 161 + 162 + 163 + 164 +** 165 +** 166 + 167 +** 168 +** 169 + 170 + 171 + 172 +** 173 +** 174 + 175 + 176 + 177 + 178 +{{/layout-cell}} 179 +{{/layout-section}} 180 +{{/layout}}
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... ... @@ -1,1 +1,1 @@ 1 -6 68921 +67485 - url
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/6 6892/Dashboard Reports -- Create Feed Report (v12.x)1 +https://info.onecount.net//wiki/spaces/OD/pages/67485/Dashboard Reports -- Create Feed Report (v12.x)