It is possible to create a single report, or multiple reports. A single report may be run once upon creation, or it may be updated on a regular schedule. In either case, there is only one set of data at any given time for the report to display.
When creating multiple reports, on the other hand, the Illume updates the report data on a regularly scheduled basis, and it keeps a copy of as many of these data sets as specified, so that at any given time, Users may log into the DatStat Extranet and review the report for this week, or for last week, or for some other past period.
Creating a Single Report
To create a single report:
- Click the Schedule tab on the Report page.
- Choose the Create a single report option.
This report will be run once – Generates a report on data that will not change.
(I.e. The survey is no longer live, and there will be no new submissions.)
This report will be automatically updated on the following schedule – If the survey is still collecting submissions and the data may change periodically.
To automatically update the report, the schedule may be defined according to when it will be updated.
- Daily means the report will be updated each day after the day of publication.
- Weekly means the report will be updated each week beginning 7 days after the day of publication.
- Monthly means the report will be updated once a month, beginning one month after the date of publication.
Illume will update the report at the time of day specified in the Time field.
The following data options are available:
- Include all data – includes all data from all submissions.
- Include data collected in the interval since the last report was created – This includes only the data that was submitted between the last time Illume updated the report and the current update. E.g. If the report runs every Friday at midnight, this would include data submitted after 12:00 a.m. on the previous Friday and up to 12:00 a.m. on the current Friday.
- Include data from the past ___ days – This will include only data that was submitted in the X days prior to the report being updated. For example, if the report runs at midnight on the first of each month, and this is set to 5, the report will include only data submitted in the last 5 days of the prior month.
NOTE: Choosing the second option, This report will be automatically updated on the following schedule, the latest version of the report the one with the most recent data always overwrites any older version. Only the most up-to-date version will ever be available for review.
Creating Multiple Reports
A “multiple” report is a report run automatically on a schedule with older versions preserved. A typical “multiple” report may run once a week, with several weeks’ worth available at any given time.
To create a multiple report:
- Click the Schedule tab on the Report page.
- Choose the Create multiple reports based upon the following criteria option.
In addition to the options described above under Creating a Single Report, the following options must be specified:
- Max # of Reports – The maximum number of reports to keep available. For example, to run a weekly report and keep 12 weeks of reports available, set this to 12. When the number of available reports surpasses Max # of Reports, Illume deletes the oldest reports.
- Start Date – The day on or after which Illume should begin running and updating this report.
- End Date – The date on which Illume should stop updating this report.
Unpublishing
When unpublishing a “multiple” report, Illume deletes all of the copies of the report! Be careful with this!
Ad hoc Data Refresh
The owner of a report, can refresh the report data at any time. Click the View Published button on the Report page, then click the Force Report Refresh link on the report page.