Advanced Scheduled Reports

Advanced scheduled reports are special scheduled reports that operate somewhat differently than basic reports. Advanced reports leverage existing basic reports to build a more complex dataset.

Upon evaluating an advanced report, the system will evaluate each selected "Scheduled Report Data Source". Then, the system will assign the output of each source report to the corresponding sheet of the input template file as selected on the left. The result will be an exact copy of the input file but with the data in each sheet overwritten with the results of the corresponding data source report evaluations.

The reports defined in each "Scheduled Report Data Source" will run using the frequency, language, and start date of the advanced report. For example, a daily scheduled report connected to a monthly advanced report will be evaluated for the previous month as per the advanced report.

Creating an Advanced Report

The "name", "recipients", "frequency", and other settings are identical to Basic Reports so feel free to review that documentation for more information on those basic settings.

For advanced reports, the filters and outputs are replaced by a new "Advanced Report Settings" section which govern the behavior of these reports.

Input File

The first step in creating an advanced report is inputting a template Excel file that the report will use as a base. This file will act as the template for the file that is ultimately generated from the system. In terms of editing, the file entered here is parsed to determine a list of sheets to select from in the section below.

This file must be an XLS or XLSX file type.

Sheet + Scheduled Report Data Source

In this section, you must select a sheet from the list of sheets in the inputted file. After this, choose an existing enabled scheduled report to act as the data source for the selected sheet. When the report is evaluated, the data in the selected sheet will be overwritten by the results in the selected scheduled report data source.

By clicking the "Add" button at the bottom of the section, you can add another row to these settings. You can only have as many rows as sheets available in the input file.