9.5 Stored Reports

9.5.1 Generating Stored Reports

Generating a report in Stored mode means that the report is saved and available for access for a set number of days from the time it is generated. Of course, you can save the report locally where you can keep it indefinitely.

  1. From the Report Definitions page, select Generate > Generate Stored Report.

  2. Select Reports > Stored Reports.

  3. Click the report you want to view.

  4. (Conditional) If you get a message stating that your browser prevented pop-up windows from appearing, enable pop-ups for this site.

    All reports are structured similarly, with a title page, report parameters, for some report types a Top Ten summary, followed by a comprehensive breakdown of the data in the pages that follow.

    Display the Search Window button: Lets you conduct a search within the preview report.

    Print the Report button: Prints the entire preview report.

    Print the Current Page button: Prints the currently displayed page.

    First Page button: Takes you to the first page of the preview report.

    Previous Page button: Takes you to the page that precedes the page you are viewing.

    Page drop-down menu: Lets you advance to a page number by selecting it.

    Next Page button: Takes you to the page that follows the page you are viewing.

    Last Page button: Takes you to the last page of the preview report.

    Export a Report and Save it to the Disk button: Exports the preview report to the file type listed in the drop-down menu and lets you view or save it in the new format.

    Export a Report and Show it in a New Window button: Exports the preview report to the file type listed in the drop-down menu.

    File Type drop-down menu: Lets you select the file type format to export the report to.

    Document Navigation: Lists the contents of the report. You can click any item to advance within the report.

  5. Save or print the stored report.

9.5.2 Stored Reports Path

The default path for stored reports is established during the installation of the Engine. If you want to change the file path, you can do so if the new path is on the server hosting the Engine and Web application.

Because both the Web application and the Engine via the Stored Reports DLL need access to the report files, the service accounts those processes run as must have both Read and Write access to the specified path. For the Engine, this is the Windows Proxy Account and for the Web Application, this is the associated IIS AppPool Identity, which is a hidden account created by Windows and tied to the Application Pool when the Web service was configured.

If you create a new folder for the stored reports, you must assign Read and Write access for the associated Windows server/proxy account to that folder, as well as the AppPool Identity. Because you cannot browse for the AppPool Identity, you need to use the name of the AppPool itself:

  1. Select Configuration > Stored Reports.

  2. In the Stored Reports Folder field, specify a new path.

  3. Click Save Changes.

IMPORTANT:When reconfiguring the Stored Reports path, File Reporter does not move previously generated reports to the new location—you will need to move these yourself.

9.5.3 Stored Reports Lifespan

By default, stored reports are available for access for 30 days. You can adjust this setting by following the procedures below.

NOTE:You can always save a Preview or Stored report locally so it remains accessible indefinitely.

  1. Select Configuration > Stored Reports.

  2. In the Default Expiration field, adjust the setting.

  3. Click Save Changes.