Publishing Reports

Apr 20, 2014 10:53 am

Publishing reports lets you automate when reports are published, and distribute them via different mediums. Reports can be published in a variety of formats, including XML, HTML, CSV, LSV and Excel. Reports can also be published using different distribution methods, including downloadable files, FTP, email, or websites.

To publish a report, take the following steps:

  1. Open the Reports tab.
  2. Click the View link that corresponds to the report.
  3. Click the Publish link and enter the appropriate publishing options.
  4. When you finish entering the publishing options, click Save.

Aug 7, 2014 12:51 pm

Publishing a Report to be Viewed from White:

If you would like to have a report published so that it can be viewed from the White facing of your website you can do so by following these steps:

1. Orange > Reports > Edit your Report you want to Publish to White
2. Check the Checkbox to "Allow this report to be accessed on the live website" > Give it a Name to associate it with the report

Example:

3. In the "Report Output" section change it to the Text Option and Choose "HTML - Hyper Text Markup Language" as the Text Option from the dropdown

Note: Leave the Publishing Options set to "Do not publish"

4. Save

5. Go to the Link Wizard in the Top Right Corner Toolbar > Choose "Reports" as the Module > Next > Choose the Report you created in the above steps.

6. Copy the URL provided from the Link Wizard

7. In the URL change the srctype=publish -- to --> srctype=detail

For Example: index.php?src=reports&srctype=publish&name=Web%20Pages%20Recently%20Changed

Changed to: index.php?src=reports&srctype=detail&name=Web%20Pages%20Recently%20Changed

This will pull the report into the Default Page Layout showing the Detail of the Report.