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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... ... @@ -8,11 +8,11 @@ 8 8 9 9 **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.** 10 10 11 -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. 12 12 13 13 === RUN DASHBOARD === 14 14 15 -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. 16 16 17 17 === CREATE FEED REPORT === 18 18 ... ... @@ -22,7 +22,7 @@ 22 22 23 23 Note that you will select a time period for the feed report separate than that selected for the dashboard. 24 24 25 -=== Set Feed Criteria === 25 +==== Set Feed Criteria ==== 26 26 27 27 [[image:attach:media_1467726658809.png||align="center"]] 28 28 ... ... @@ -33,19 +33,28 @@ 33 33 4. Desired format/output of the report. 34 34 5. Add or Update Template based on criteria selected. 35 35 36 -=== 1 – Feed Job List === 36 +(% style="margin-left: 30.0px;" %) 37 +===== 1 – Feed Job List ===== 37 37 39 +(% style="margin-left: 30.0px;" %) 38 38 [[image:attach:media_1467727533167.png||align="center"]] 39 39 42 +(% style="margin-left: 30.0px;" %) 40 40 All existing Feed Jobs are displayed here. If there are none listed, then none have been created. 41 41 42 -Once a job is created and scheduled, you can Suspend, Edit, or Delete it. 43 - **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. 44 - **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 +** 45 45 **Delete:** This deletes the job. 46 46 47 -=== Create a New Job === 54 +(% style="margin-left: 30.0px;" %) 55 +**[[Create a New Job>>doc:||anchor="Create a New Job"]]** 48 48 57 +(% style="margin-left: 30.0px;" %) 49 49 To create a new job: 50 50 ~1. Skip the Feed Job List. 51 51 2. Set mapping and frequency selections, and date range. ... ... @@ -54,6 +54,7 @@ 54 54 5. Select "New" in the "Add or Update" drop-down. Give the job a name (required) and description (optional). 55 55 6. Click "Schedule". 56 56 66 +(% style="margin-left: 30.0px;" %) 57 57 Further detail on Steps 2-5 is provided below. 58 58 59 59 === 2 – Mapping and Frequency Selections and Date Range for the Feed Report ===
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... ... @@ -1,1 +1,1 @@ 1 -6748 11 +67485 - url
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/6748 1/Dashboard Reports -- Create Feed Report (v12.x)1 +https://info.onecount.net//wiki/spaces/OD/pages/67485/Dashboard Reports -- Create Feed Report (v12.x)