Create an automated report?

Video #

This video shows how to create an automated report based on the gathered accounting data from default templates The commentary is in German, subtitles are also available in English.

Preqrequisites: #

• Running Genius MFP environment
• (custom report definition file)

Objective: #

• create an automated report based on the gathered accounting data from default or custom templates

Solution: #

• create new report definition
• load default definition or upload custom definition
• set parameters (e.g. MyPeriod) to define the time window for the report data (daily (default), weekly, monthly, quaterlly, yearly)
• allow user to receive the report regularly via email

Example: #

create report definition #

• Access Admin webinterface, Admin, Reporting, Definition
• Click load for built in default reports
  (for a custom report click new and upload the report tempalte zip file)
• Enter a Name for your report (e.g. clicks for user cost centers)
• Enter a report description (e.g. report for all clicks accounted on user cost centers)
• Check active checkbox
• Configure CRON expression
  the cron expression defines when the report will be created, not which data will be contained (see parameters section below)
  please choose the creation date so it will be after the last date you want to be part of the report
  Every cron parameter has to be seperated by a space from the next parameter.
  The Cron parameters are:
  second, minute, hour, day of the month, month, day of the week
  * * * * * ?
  would mean: every second every minute, every hour, on any day, in any month, whatever day of the week it is
  
  Examples:
  For a quarterly report ( at 2 o’clock on the first day of the month, for january and every 3 months following : 0 0 2 1 1/3 ?)
  The accounting data will be gathered on january 1st (for Oct-Dec last year) , april 1st (for Jan-Mar), july 1st (for Apr-Jun), october 1st (for Jul-Sep), january 1st (next year) (for Oct-Dec) and so on
  
• Check format types to be created
• Add groups that can subscribe to the report (if a user of this group can suscribe to the report and receive it via email upon creation)
• Press save and close
• Example view:
  

Set parameters #

The report can have custom parameters to filter the data, for default reports the “My_Period” parameter can be set. Before you can set the parameters, please save the definition and reopen it.

• Select the report in the list
• Press Edit
• Click Set parameters
• Set the timewindow for the reporting data, if My Period is not set, the timewindow will be “LAST_DAY”

View created reports #

• after a report has been created it can be view from admin webinterface, Admin, Reporting, Definition by selecting a definition
• The reports will be displayed in the Report instance window
  

Report subscription #

• login to GWEB (e.g. http://<your Genius Server VM>:8080/gweb
• access the reports section
  if this section is not available, please check the user permissions (Admin web, Authentication Management, Grant, MyDefaultGrant)
• search your report and click subscribe
  

Troubleshooting: #

If your report does not show any data:

• check if your my period setting parameter was set correctly
• check if accounting data was already transferred to the reporting section of the database
  To do this you have to:
• Open Admin, Accounting, Pivot Table
• Set start and end date matching your report “my Period” parameter
• Click search
  If the pivot table does not show any data, please check the Last execition date of the etl process
  Admin,Service, Scheduler called “MFP-ACCOUNTING-etl”The planned execution of this task is every 30 minutes
  This is the service which will transfer the raw gathered accounting data into the reporting database section

If this scheduler has run after your clicks have been generatedand you still do not see clicks in the pivot table, please contact us.

If your report is not generated:

• Check Admin, Service, Scheduler, called “REPORT”

More information #

Read also our documentation on this point