ayfie Archive Report

Owned by Tony Luzar (Deactivated)
Nov 03, 2020
3 min read


Supervisor includes a feature to archive a report. You might not want to use the report regularly but want to keep the historic data.


The Archive feature is available from the Actions menu on the Reports screen.

When archiving a report the report will be removed from the regular Reports screen and only available from the Archived Reports screen.

Also note that any schedule associated with a report that is archived will stop working.

Report Actions

For every report there are several actions you can do. These are accessible from the Actions Meny represented by "...".

Preview

Shows the content of the archived report, similar to regular View Report screen. In Preview you can search the column content, but it's not possible to export the report. 

Delete

Deletes the report from the system. This option is only available if the report history is empty.

Unarchive

Moves the report from the archive back to the regular Report Screen. 

Information

View information on the report definition


Report Results

To retrieve and review earlier report snapshots, click the Report History screen. The table lists all previously run reports, when it was generated, and if it was generated by the scheduler.

Clicking View Report will display the historical report. The Actions menu provides an option to delete the historical report. Archived snapshots can be deleted in bulk by clicking the box to the left of the row to select multiple snapshots, or click "Check All Snapshots" to select all snapshots. With a selection made, click "Delete Selected Snapshots" to delete them in bulk.


Report Screen

The report view page provides several options to search and sort the report. To sort by a column, click the column header to sort in ascending or descending order.

By default, 20 rows are displayed per page. The number can be changed by updating the "Number of rows" field in the top right corner.

If the rows don't fit on one page, links to the additional pages appear under the table. You can also drag and drop to reorder the fields by clicking on a field and drop it in the new position. 

The Actions menu contains an option to Open the file listed in the report. In order to use this option you need to have the Document Handler installed. The Document Handler can be downloaded from the Locator search page under Client Downloads in the user menu.

Export

By clicking the Export button you can choose to export the report to the following formats:

  • Comma Separated Values (.csv)
  • MS Excel spreadsheet (.xlsx)
  • Portable Document Format (.pdf)

If you want to print the report, simply export it first and print it from MS Excel or your PDF reader. Note that if you have many fields in the report we advice you to use .csv or .xlsx format.
PDF format will default to landscape mode and columns without values will be be skipped. 


Obfuscate Columns

If you want to hide the information in any of the columns you can do that by using the obfuscate column feature. Note that the fields also will be hidden in the export file. 

Search Report

The search field in the top right corner can be used to search the report for a specific string. Use the "Advanced search" feature to choose which columns to search.

You can also search per column to filter your results even more. 


Back to report selection

If you want to select another report, click on the back button ( < ) to go back to the report selection.

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