Scheduling the Self-Service Portal Search List report
Alloy Navigator Express comes with a ready-to use, pre-configured scheduled report
IMPORTANT: To enable scheduled reports, the Automation Server must be configured and running. For details, see Configuring the Automation Server.
To schedule the SSP Search List report:
-
From the Sidebar, go to the Services > Scheduled Reports > Reports section, double-click the
-
Select the Enabled check box to enable the reporting job.
-
In the Report Name field, keep SSP Search List. This report contains statistics for searches that Self Service Portal customers perform in the Knowledge Base and Tickets.
-
Choose the report output format in the Format drop-down list: PDF, HTML, Excel, etc.
-
By default, the report contains statistics only for failed searches, i.e. when the SSP search query does not return any records. Empty reports are not generated. This default configuration is usually sufficient.
-
Click Build to bring up the Report Parameters window.
-
Choose a value for each report parameter. For details, see Report Parameters window.
-
Click OK.
-
By default, reports are send to the Alloy Navigator Express administrator.
TIP: The Alloy Navigator Express administrator is the person assigned as an administrator under Workflow Configuration. For details, see Customizing your workflow configuration.
If needed, you can change the destination settings:
Under Destination, choose one of the following options: Save report to file or Send report via e-mail and specify settings for a chosen option.
- Save report to file
-
Specify the name and location for the file to which the report must be saved. The file can be located either on a local or network computer. Note that the file path must be accessible from the computer hosting the Automation Server.
-
- Send report via e-mail
-
In the To field, specify the e-mail address of a report recipient. You can specify several e-mail addresses separating them with commas.
-
In the Subject field, type in the subject for an e-mail message to which the report will be attached.
-
In the Message field, specify the message text.
-
IMPORTANT: To send reports via email, make sure that outgoing email notification settings are properly configured. For more information, see Configuring and Controlling Outgoing Notifications.
- Save report to file
-
By default, reports are auto-generated once a day. To change this, under Schedule, click Change and modify the schedule as needed. For details, see Specifying the schedule.
-
Click OK to save your settings. The reporting job now is ready for work.
If needed, you can change this condition by re-assigning values of the report parameters:
To access report parameters, you need Microsoft Report Viewer 2016 Runtime installed on your local computer. Typically, this component is installed together with Alloy Navigator Express. Note that this software requires the Microsoft System CLR Types for SQL Server 2016 component, which is also shipped with Alloy Navigator Express. For details, see Installation Guide: Reporting.
Alloy Navigator Express automatically prompts you for parameters of Report Definition Language (RDL) reports (also called Microsoft Report Builder reports).
In the Parameters field, type in all report parameters with their values as follows:
/parameter_name=value
Before you manually assign report parameters, you must find out what parameters the report has.
To specify several parameters, separate them with a space or type each parameter on a new line. If the parameter name or value contains spaces, enclose it in double quotes.