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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... ... @@ -1,6 +4,3 @@ 1 -{{layout}} 2 -{{layout-section ac:type="two_right_sidebar"}} 3 -{{layout-cell}} 4 4 5 5 6 6 {{id name="Start ScreenSteps Content"/}} ... ... @@ -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 [[UTILITIES -Mapper>>doc:Utilities - Mapper(v12\.x)]]documentation for detail on creating mappings.8 +This mapping is done in the Mapping Builder. See Mapping Builder documentation for detail on creating mappings. 12 12 13 13 === RUN DASHBOARD === 14 14 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.12 +See Run Dashboard 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 ====22 +=== Set Feed Criteria === 26 26 27 27 [[image:attach:media_1467726658809.png||align="center"]] 28 28 ... ... @@ -33,28 +33,19 @@ 33 33 4. Desired format/output of the report. 34 34 5. Add or Update Template based on criteria selected. 35 35 36 -(% style="margin-left: 30.0px;" %) 37 -===== 1 – Feed Job List ===== 33 +=== 1 – Feed Job List === 38 38 39 -(% style="margin-left: 30.0px;" %) 40 40 [[image:attach:media_1467727533167.png||align="center"]] 41 41 42 -(% style="margin-left: 30.0px;" %) 43 43 All existing Feed Jobs are displayed here. If there are none listed, then none have been created. 44 44 45 -(% style="margin-left: 30.0px;" %) 46 -Once a job is 47 - 48 -{{id name="Create a New Job"/}}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 -** 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.** 52 52 **Delete:** This deletes the job. 53 53 54 -(% style="margin-left: 30.0px;" %) 55 -**Create a New Job** 44 +=== Create a New Job === 56 56 57 -(% style="margin-left: 30.0px;" %) 58 58 To create a new job: 59 59 ~1. Skip the Feed Job List. 60 60 2. Set mapping and frequency selections, and date range. ... ... @@ -63,7 +63,6 @@ 63 63 5. Select "New" in the "Add or Update" drop-down. Give the job a name (required) and description (optional). 64 64 6. Click "Schedule". 65 65 66 -(% style="margin-left: 30.0px;" %) 67 67 Further detail on Steps 2-5 is provided below. 68 68 69 69 === 2 – Mapping and Frequency Selections and Date Range for the Feed Report === ... ... @@ -110,71 +110,3 @@ 110 110 111 111 112 112 {{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 -https://info.onecount.net//wiki/spaces/OD/pages/6 7483/Dashboard Reports -- Create Feed Report (v12.x)1 +https://info.onecount.net//wiki/spaces/OD/pages/66892/Dashboard Reports -- Create Feed Report (v12.x)