Scheduled reports

Users can configure scheduled reports to be delivered regularly in-application or via email. Scheduled report configurations support all existing data export formats, such as CSV, JSON, and Excel as email attachments. Additionally, report configurations support email delivery to external, non-Pivot users.

Access and setup

Access to viewing, creating, and administering report configurations is handled via Pivot's role-based access control. Note that in order to configure report emails to be delivered with attachments, users will also need to have permission to download/export data.

Creating a report

Creating a new report configuration can be initiated from either a data cube view or the reports feed view:

report creation button in data cube view

Fig. 1 Creating a report from the data cube view

new report button in reports feed

Fig. 2 Creating a report from the reports feed

Configuring the report content

When creating a new report from a data cube, the report will be configured to match the data cube view's filters and shown dimensions. When creating a new report from the feed view, users will be directed to set up the data cube view.

report creation setup

Fig. 3 Configuring the report content

Delivery frequency & Timeframe

Users can easily configure how often and when reports should be delivered. Options are flexible, allowing for both date and day-of-week based delivery times, as well as custom delivery frequencies.

The timeframe determines the reporting time window - the data that will be delivered with every report. It operates similarly to the time filter in the data cube view. For any period, users can choose whether to look at the current period or period-to-date, or for the full previous period. In other words, selecting "Current week" will deliver data starting at Monday at 00:00 until the report delivery time, whereas "Previous week" will always deliver data for the previous week from Monday at 00:00 to Monday at 00:00.

Configuring recipients and delivery options

report creation delivery options

Fig. 3 Configuring recipients and delivery options

Recipients

Pivot users can be added as either viewers or editors when configuring a report. All recipients will be able to view report delivery instances, and users granted edit access will also be able to modify the report configuration.

Delivery options

Delivery options allow you to configure how report instances will be sent and what content they will contain. Report instances will always appear in the reports feed ("In-app notification").

Advanced usage

Reports and restricted data cube access

Reports configured against data cubes with PII masks or subset filters will properly apply these filters to any generated report data.

Reports configured against data cubes using filter tokens will run as the report creator and apply that user's filter token expression to all data. Users with the AdministerScheduledReports permission can manage ownership on report configurations.

Overview

Administer

Manage Data

Query Data

Visualize

Configure

Misc