Export Enhancements

advanced reporting

dashboard export

User Experience

<p>The Sisense Report Manager is an advanced UI based report scheduler with highly-flexible scheduling capabilities including event-driven triggers and custom filters. Builders can set up and enable customized reports to be sent to a wide audience including non-Sisense users through a centralized tab within the Sisense product. The centralized view allows for live status updates, bulk operations, error alerts and more.</p>
<h5>Workflow Integration with Events</h5>
<p>Integrate analytic report scheduling into workflows using events triggers through a Sisense API endpoint.</p>
<h5>Highly-Flexible Report Scheduling</h5>
<ul>
<li><strong>Highly-Flexible Report Scheduling:</strong> With the Report Manager, Sisense Admins can set up advanced schedules including custom end dates, as well as hourly, weekly, and monthly reporting options to meet a wide range of needs.</li>
</ul>
<h5>Customized Reports and Dashboard Links</h5>
<ul>
<li><strong>Custom Attachments/Links:</strong> Send reports with custom attachment setting. Select between PDF attachment, CSV exports of included pivots and tables and/or a dashboard link.</li>
<li><strong>Save reports to specified path:</strong> Save scheduled reports at specified intervals for archival or common repository for shared use.</li>
</ul>
<h5>Easy Administration</h5>
<ul>
<li><strong>Centralized View of Reporting Jobs:</strong> Admins and dashboard designers will have a single page to view all their reporting jobs through the Sisense header.</li>
<li><strong>Prioritize Jobs:</strong> Prioritize jobs in the event of delays or high-load so the system knows accurately which job to handle first.</li>
<li><strong>Error Reporting:</strong> Get alerted at a global level or if an individual job fails for better monitoring and compliance. Also, define who gets the error alerts.</li>
</ul>
<h5>Reach a Wider Audience</h5>
<ul>
<li><strong>Report Scheduling to Non Sisense users:</strong> Leverage the Report Manager to set up dashboard reports for non-Sisense users.</li>
</ul>


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<h4>Installing the Report Manager</h4>
<p>The Report Manager is installed as a Sisense add-on. When you install the Report Manager, the following are installed:</p>
<h5>Add-ons Client Side:</h5>
<ol>
<li>Report Manager: This add-on generates all the UI pages displayed in Sisense, including the Report Manager page, the Reports list page, and the Create/Edit report.</li>
<li>Hide Report Schedule: This add-on removes the option to schedule reports through the Share Dashboard window.<br />
<strong>Note</strong>: This add-on is on by default, which means the option to send reports from the dashboard page is no longer available.</li>
</ol>
<p><strong>Add-ons Server Side:</strong></p>
<ol>
<li>Report Manager: If the user is logged out of Sisense and tries to browse to the Report Manager, this add-on redirects them to the Login page.</li>
</ol>
<p><strong>Microservices:</strong></p>
<ol>
<li>Rest API – Data manager: Adds another Report Manager route to the Sisense REST API list under the V1 version.</li>
<li>Engine: Exports reports and sends them to recipients. If it fails, all reports that were in the middle of export will be set to not running with a server error message.</li>
<li>Scheduler: Manages the report execution time based on priority and capacity. In case of failure and going up again, it will be set to ‘no running’.</li>
<li>Messaging: Sends report update messages from the server to all logged-in users. If it fails, all sent messages are not stored and will not be sent after the service is restored. In this case, your users will need to refresh the page to see the updated data.</li>
</ol>
<p>Every microservice has a log file located in the Sisense logs directory.</p>
<p>Read the <a href="https://s3.amazonaws.com/data.sisense.com/Marketplace/ReportManager2/fgi99ty-987d-3498-dd6h-sdfdere4353gdgg/latest/Report+Manager+Manual.pdf">manual</a> for additional information about the installation process and the add-on capabilities.</p>
<p><span style="font-size: 20px; font-weight: bold;">Limitations</span></p>
<ul>
<li>Report manager does not offer any PDF formatting capabilities.</li>
<li>When adding users, the Report Manager Engine Service should be manually restarted.</li>
<li>Widget of type Table with aggregation are not exported to csv or excel.</li>
<li>Windows installation: In case of Sisense server restart, a manual restart of all the Report Manager services should be made.</li>
<li>Linux<br />
In case of a user logged out,  the user is not redirected to the login page. Instead, the user sees an error message that an error has occurred and no reports are presented.</li>
<li>Windows<br />
The actual number of simultaneous reports is offset by 1 in case of manual execution of reports (i.e 4 instead of 5).</li>
<li>As of version 1.4, you can only customize the branding and look-and-feel using the out-of-the-box feature. Changing the look-and-feel using a CSS file is no longer supported</li>
<li><a href="https://documentation.sisense.com/latest/administration/internationalization-and-localization/translate-metadata_linux.htm#gsc.tab=0">Metadata translation</a> is not applied to Excel and CSV files.</li>
</ul>


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