Running a presentation report

Administrator Help | TRITON AP-EMAIL | Version 8.2.x

Use the Presentation Reports > Run Report page to generate a single report immediately. You can also create jobs with 1 or more reports and schedule them to run once or on a repeating cycle (see Scheduling a presentation report).


	Note Before generating a report in PDF format, make sure that Adobe Reader v7.0 or later is installed on the machine from which you are accessing the email management server. Before generating a report in XLS format, make sure that Microsoft Excel 2003 or later is installed on the machine from which you are accessing the email management server. If the appropriate software is not installed, you have the option to save the file.

To run a report:

Select the report you want to run in the Report Catalog and click Run to open the Run Report page.

Select the Report date range to define the time period covered in the report.

If you select Custom, specify the Report start date and Report end date for the report.

Select a Report output format for the report.


XLS	Excel spreadsheet. XLS files are formatted for reuse, and can be opened in Microsoft Excel.
PDF	Portable Document Format. PDF files are formatted for viewing, and can be opened in Adobe Reader.
HTML	HyperText Markup Language. HTML files are formatted for viewing, and can be opened in a Web browser.

If you selected a Top N report type, choose the number of items to be reported.

Specify how you want the report to be generated:

Select Run the report in the background (default) to have the report run immediately as a scheduled job. Optionally, you can provide an email address to receive a notification message when the report is complete or cannot be generated. (You can also monitor the job queue for report status.)

If you run the report in the background, a copy of the completed report is automatically saved, and a link to the report appears on the Review Reports page.

Deselect Run the report in the background to have the report run in the foreground. In this case, the report is not scheduled, and does not appear on the Review Reports page.

If you run the report in the foreground, the report is not automatically saved when you close the application used to view the report (Microsoft Excel, Adobe Reader, or a Web browser, for example). You must save the report manually.


	Note If you plan to run multiple reports in the foreground, make sure that you use the embedded Close button to close the pop-up window used to display the "generating report" and "report complete" messages. If you use the browser's close (X) button, subsequent attempts to run reports in the foreground may fail until you navigate away from the Presentation Reports page, come back, and run the report again.

Click Run.

If you scheduled the report to run immediately, the completed report is added to the Review Reports list. To view, save, or delete the report, click Review Reports at the top of the Presentation Reports page.

If you ran the report in the foreground, a new browser window appears, displaying report progress. HTML reports appear in the browser window when complete; with PDF or XLS formats, you have a choice of whether to open the report or save it to disk.

To print a report, use the print option offered by the application used to display the report.

For best results, generate PDF output for printing. Then, use the print options in Adobe Reader.