Reports - Join the Conversation! https://forums.datanyx.com/community/library-reports/ Datanyx Support Forum en-US Wed, 11 Mar 2026 22:10:45 +0000 wpForo 60 I need to delete an existing report. How do I delete a specific report? https://forums.datanyx.com/community/library-reports/i-need-to-delete-an-existing-report-how-do-i-delete-a-specific-report/ Fri, 16 Dec 2022 12:42:43 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Select delete option. (Refer to the image below).

Step 5: A warning pop-up appears.  

Step 6: Click on “OK” to confirm the file deletion. (Refer to the image below).  

]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/i-need-to-delete-an-existing-report-how-do-i-delete-a-specific-report/ I need to send the report as a PDF. How do I send the file through SFTP? https://forums.datanyx.com/community/library-reports/i-need-to-send-the-report-as-a-pdf-how-do-i-send-the-file-through-sftp/ Fri, 16 Dec 2022 12:21:59 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).

Step 4: Click on the send button to send the report to different users. (Refer to the image below). 
Step 5: A pop-up appears. To send the report, the user can choose from the different options available. The user can choose ‘Secure Inbox/ Email/ SFTP radio buttons. (Refer to the image below). 

Step 6: Enter the SFTP Sites (Optional) then Enter Name of the Site, Host Address, Port number. 

Step 7: Enter the Username & Password then enter Server location. Lastly, enter the File Name which you want to store.  

Step 8: Select between PDF & Excel File Type.  

Step 9: Click on ‘Upload to SFTP’. 

]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/i-need-to-send-the-report-as-a-pdf-how-do-i-send-the-file-through-sftp/ I need to send the report to multiple users and in a specific format. How do I achieve this? https://forums.datanyx.com/community/library-reports/i-need-to-send-the-report-to-multiple-users-and-in-a-specific-format-how-do-i-achieve-this/ Fri, 16 Dec 2022 12:15:36 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the send button to send the report to different users. (Refer to the image below). 

Step 5: A pop-up appears. To send the report, the user can choose from the different options available. The user can choose ‘Secure Inbox/ Email/ SFTP radio buttons. (Refer to the image below). 

Step 6: In the email feature the user can send the report to multiple users by typing their email addresses which should be separated by comma.  

Step 7: The user can also select the format in which the reports need to be sent. Click on the send button. 

]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/i-need-to-send-the-report-to-multiple-users-and-in-a-specific-format-how-do-i-achieve-this/ I need to send the report to the inbox of the user. How do I send the report that has been created to specific users? https://forums.datanyx.com/community/library-reports/i-need-to-send-the-report-to-the-inbox-of-the-user-how-do-i-send-the-report-that-has-been-created-to-specific-users/ Fri, 16 Dec 2022 12:07:52 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the send button to send the report to different users. (Refer to the image below).  

Step 5: A pop-up appears. To send the report, the user can choose from the different options available. The user can choose ‘Secure Inbox/ Email/ SFTP radio buttons. (Refer to the image below). 

Step 6: Click on ‘Secure Inbox’ radio button. 

Step 7: Select the users to share with and the roles. Along with this, select the type in which the report should be shared. Click on “send” button. 

]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/i-need-to-send-the-report-to-the-inbox-of-the-user-how-do-i-send-the-report-that-has-been-created-to-specific-users/ I need to share the report to specific users on a weekly schedule. How do I set up the schedule? https://forums.datanyx.com/community/library-reports/i-need-to-share-the-report-to-specific-users-on-a-weekly-schedule-how-do-i-set-up-the-schedule/ Fri, 16 Dec 2022 11:12:59 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

Step 4: The schedule button aids in the sharing of the report based upon the schedule fixed.  

Step 5: A ‘Schedule’ pop-up appears once the user clicks on the schedule icon. (Refer to the images below).

Step 6: The report created by the user can be scheduled for display for different users. 

Step 7: Now, the user is able to add title and schedule options. The user needs to select category of display i.e., how the schedule is categorized. (Refer to the image below).  

Step 8: Post this, the user has an option of scheduling the display of the report with the users he wants to share it with. He can also choose the individual roles of the user. (Refer to the image below).
Step 9: Finally, a description for the report can be added by the user based upon the report generated. Click on save button.
]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/i-need-to-share-the-report-to-specific-users-on-a-weekly-schedule-how-do-i-set-up-the-schedule/ I have created a report and I need to share the URL of the report to other users. Where do I get the URL from? https://forums.datanyx.com/community/library-reports/i-have-created-a-report-and-i-need-to-share-the-url-of-the-report-to-other-users-where-do-i-get-the-url-from/ Fri, 16 Dec 2022 10:41:42 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the “embed” link icon under actions. (Refer to the images below). 

Step 5: A ‘Embed Link’ pop-up appears. 

Step 6: A URL will be available to the user under the URL option. The users can Share/ Copy/ Paste the URL in a new window.  

Step 7: The person with the URL is able to generate and view the report. “None” and “Anonymous” types does not require login credentials to view the report. (Refer to the image below).

]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/i-have-created-a-report-and-i-need-to-share-the-url-of-the-report-to-other-users-where-do-i-get-the-url-from/ I need to generate the contents of a report in a single page. How do I achieve this? https://forums.datanyx.com/community/library-reports/i-need-to-generate-the-contents-of-a-report-in-a-single-page-how-do-i-achieve-this/ Fri, 16 Dec 2022 10:28:31 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the “embed” link icon under actions. (Refer to the images below). 

Step 5: A ‘Embed Link’ pop-up appears. 

Step 6: Under display type, the users are able to choose between “Fit and Scroll”. 

Step 7: Click on ‘Fit’ to generate the contents of the report in a single page. 

Step 8: Click on ‘Scroll’ to view the contents when you scroll down the page. (Refer to the image below). 

Step 9: Click on save button. The changes made are successfully saved. 
]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/i-need-to-generate-the-contents-of-a-report-in-a-single-page-how-do-i-achieve-this/ I need to ‘Embed Link’ but I need to make sure that the URL cannot be accessed by anonymous users. How do I achieve this? https://forums.datanyx.com/community/library-reports/i-need-to-embed-link-but-i-need-to-make-sure-that-the-url-cannot-be-accessed-by-anonymous-users-how-do-i-achieve-this/ Fri, 16 Dec 2022 10:07:48 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the “embed” link icon under actions. (Refer to the images below). 

Step 5: A ‘Embed Link’ pop-up appears.  

Step 6: Under type, the users are able to choose between “Secure, None and Anonymous”.  

Step 7: Click on ‘Secure’. Now, the user is able to protect the URL and the said URL cannot be viewed anonymously.  

Step 8: Click on ‘None’. Now, the user is able to share this with anyone and no username or password is required to open such reports. 

Step 9: Click on ‘Anonymous’. Now, the user is able to share this type of report with anyone. There is no requirement of username or password to open such reports. (Refer to the image below).

Step 10: Click on save button. The changes made are successfully saved.
]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/i-need-to-embed-link-but-i-need-to-make-sure-that-the-url-cannot-be-accessed-by-anonymous-users-how-do-i-achieve-this/ The report that has been created needs to be edited. How do I find the report that needs to be edited? https://forums.datanyx.com/community/library-reports/the-report-that-has-been-created-needs-to-be-edited-how-do-i-find-the-report-that-needs-to-be-edited/ Fri, 16 Dec 2022 09:52:13 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the edit button to make changes in the existing reports that have been created. The user is redirected to the report page wherein the changes can be made. (Refer to the image below). 

Step 5: Click on save to update the changes successfully.
]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/the-report-that-has-been-created-needs-to-be-edited-how-do-i-find-the-report-that-needs-to-be-edited/ I need to share the report that has been created with other users. How do I share the report and assign roles to those users? https://forums.datanyx.com/community/library-reports/i-need-to-share-the-report-that-has-been-created-with-other-users-how-do-i-share-the-report-and-assign-roles-to-those-users/ Fri, 16 Dec 2022 09:40:23 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click the share button to share the report to different users based upon the roles. (Refer to the image below). 

Step 5: Share pop-up appears. You can share the report to a specific user and can assign a role to that user by clicking on the ‘Select User and Select Role’ drop drown provided. (Refer to the image below).  
Step 6: Click on the share button. The report is shared successfully.
]]> Reports Nikhila https://forums.datanyx.com/community/library-reports/i-need-to-share-the-report-that-has-been-created-with-other-users-how-do-i-share-the-report-and-assign-roles-to-those-users/