Report Manager

By Sisense

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.

Workflow Integration with Events

Integrate analytic report scheduling into workflows using events triggers through a Sisense API endpoint.

Highly-Flexible Report Scheduling
  • Highly-Flexible Report Scheduling: 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.
Customized Reports and Dashboard Links
  • Custom Attachments/Links: Send reports with custom attachment setting. Select between PDF attachment, CSV exports of included pivots and tables and/or a dashboard link.
  • Save reports to specified path: Save scheduled reports at specified intervals for archival or common repository for shared use.
Easy Administration
  • Centralized View of Reporting Jobs: Admins and dashboard designers will have a single page to view all their reporting jobs through the Sisense header.
  • Prioritize Jobs: Prioritize jobs in the event of delays or high-load so the system knows accurately which job to handle first.
  • Error Reporting: Get alerted at a global level or if an individual job fails for better monitoring and compliance. Also, define who gets the error alerts.
Reach a Wider Audience
  • Report Scheduling to Non Sisense users: Leverage the Report Manager to set up dashboard reports for non-Sisense users.

Installing the Report Manager

The Report Manager is installed as a Sisense add-on. When you install the Report Manager, the following are installed:

Add-ons Client Side:
  1. 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.
  2. Hide Report Schedule: This add-on removes the option to schedule reports through the Share Dashboard window.
    Note: This add-on is on by default, which means the option to send reports from the dashboard page is no longer available.

Add-ons Server Side:

  1. 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.

Microservices:

  1. Rest API – Data manager: Adds another Report Manager route to the Sisense REST API list under the V1 version.
  2. 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.
  3. 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’.
  4. 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.

Every microservice has a log file located in the Sisense logs directory.

Read the manual for additional information about the installation process and the add-on capabilities.

Limitations

  • Report manager does not offer any PDF formatting capabilities.
  • When adding users, the Report Manager Engine Service should be manually restarted.
  • Widget of type Table with aggregation are not exported to csv or excel.
  •  Windows installation: In case of Sisense server restart, a manual restart of all the Report Manager services should be made.
  • Linux
    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.
  • Windows
    The actual number of simultaneous reports is offset by 1 in case of manual execution of reports (i.e 4 instead of 5).
  • 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
  • Metadata translation is not applied to Excel and CSV files.
This is a premium Sisense add-on. For pricing details please get in touch with your CSM: Get the Add-On

Version 1.5.1 – 2021-07-27

Improvements

  • Added support for Linux L2021.3.2 and Windows W2021.4.0
  • Upon report creation/editing completed, the recipients are validated against the selected dashboard, and the user is alerted if there are users who are not shared with the dashboard.

Version 1.5.0 – 2021-05-27

Improvements

  • Custom filters per report
  • Supports archive reports to SFTP server

Bug fixes

  • Search reports by owner name is no longer case-sensitive
  • Non-Sisense user emails cannot be added more than once as report recipients
  • Default error email address can be deleted manually from the UI
  • When a report is edited and the logged in user is not the dashboard owner, the selected dashboard owner is now presented in the dashboard selection box.

Breaking changes

  • The configurations of the Report Manager have changed:
    • Admin token and non-Sisense user token should no longer be provided. A new parameter was added to the Configuration Manager – the admin user email.

Version 1.4.1 – 2021-04-26

Improvements:

  • Open Report Manager as a popup – Report Manager can be configured to always be presented as a popup instead of replacing the main content area.

Version 1.4.0 – 2021-04-16

  • Improvements
    • Added support for Linux L2021.3.1 and Windows W2021.2.1
    • Rebranding can be done using the out-of-the-box look and feel feature.
      Rebranding the report manager can no longer be done using the CSS.

Version 1.3.3 – 2021-03-31

  • Improvements
    • Added support for Linux L2021.1.0
    • All Windows microservice statuses are updated live in the /app/test
  • Limitations
    • Windows
      • The actual number of simultaneous reports is offset by 1 in case of manual execution of reports (i.e 4 instead of 5).
    • Linux
      • 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.

Version 1.3.2 – 2021-03-19

  • Improvements
    • Added support for Linux L2021.1.1
    • Application logs were improved, including: client logs, error email logs and log file messages.
      Errors such as when the dashboard is not shared with a recipient are now presented on report failure.
    • The user can open the report dashboard in a new tab.
      • Report list: the dashboard name is a  link to open the dashboard in a new tab.
      • New/edit report page: a new Go To icon was added next to dashboard names. Clicking on the icon will open the relevant dashboard in a new tab.
  • Limitations
    • Windows
      • The actual number of simultaneous reports is offset by 1 in case of manual execution of reports (i.e 4 instead of 5).
    • Linux
      • 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.

Version 1.3.1 – 2021-03-04

  • Improvements
    • UI fixes were made
    • The Sisense navigation header was added to the report manager
  • Bug fixes
    • Proxy support was added
    • Support for Linux multi-node was added
    • In case of a user logged out,  the user is not redirected to the login page. Instead, the user sees an error message indicating that he is logged out.
    • Corrupted excel files as email attachments when a custom email server is on
  • Limitations
    • Windows
      • The actual number of simultaneous reports is offset by 1 in case of manual execution of reports (i.e 4 instead of 5).

Version 1.3.0 – 2021-02-11

  • Linux:
    • Multi-node is not supported
    • In case of a user logged out, the user is not redirected to the login page. Instead, an error message displays indicating that the user is logged out
    • The number of simultaneous reports cannot exceed five reports at a time
  • Windows:
    • The actual number of simultaneous reports is offset by 1 in the case of manual execution of reports (e.g. 4 instead of 5)
    • Report Manager is not presented properly when using a proxy server

Version 1.2.4 – 2020-10-28

  • Improvements:
    • Support for versions 8.2.3-8.2.5 was added.

Version 1.2.3 – 2020-07-29

  • Improvements:
    • CSV date format can be configured in the Configuration Manager page.

Version 1.2.2 – 2020-07-20

  • Improvements:
    • Configuration updates are reflected in real-time, restart of the services is not needed.
  • Bug fixes:
    • Support Table with Aggregation widget
    • Support special characters in pivots and table titles when exporting to CSV or Excel.
    • CSV and Excel file names include a running number to make sure the files are unique.

Version 1.2.0 – 2020-05-07

  • Improvements:
    • Support Active Directory users
    • Support export the dashboard pivot widgets to Excel
    • Support rebranding

Version 1.0.0 – 2020-03-18

  • Bug fixes:
    • Fixed issue with the report manager tab
    • Email server – if there is no “enable” key the email sending is failed.  Added validation to properly set ‘enabled’
    • Fixed issues related to compatibility solution with custom email server.

Version 1.0.0 (beta) – 2020-03-05

  • Implemented in beta version:
    • Interactive Web UI
    • Export dashboard to PDF
    • Export Pivots and Tables to CSV
    • Send dashboard link
    • Send Report to non-sisense users
    • Sending emails to non-sisense users is done on behalf of 1 single sisense user
    • Archive report files to a shared folder
    • Parallel Report Execution
    • Supported Roles: Admins, Designers
    • Advanced scheduling options: Once, Daily, hourly, weekly, monthly
    • Run reports on demand
    • Cancel running reports
    • Hold all reports
    • Configure maximum simultaneous reports to export
    • Event-based reports generation
    • Admins and Designers can schedule reports
    • Bulk operations
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