The Report List screen contains two sections:

• Report List: Displays all of the reports currently available in the system.
• Export Data Sets: A list of all data sets available for you to download in .csv format for further analysis.

From the Report List screen, you can:

• Search for a specific category or report.
• Run a report.
• Add a new report.
• Customize an existing report.
• Add, rename, or remove a report category.
• Check report status.
• Filter Report List.
• Export data sets.

Report List section

When you select Reports, the Report List screen displays by default.

The Report List screen includes the following features:

• Search: Enter a report name or category, and then select Search to view specific reports.
   
• Add Report: Create a new report or customize an existing one using BriteData.
   
• Add Category: Adds a new category on the Report List screen.
   
• Rename Category: Renames existing categories.
   
• View Old Reports List: Displays the old/legacy screen in BriteCore.
   
• Check Reports Status: Lists reports that are in process. You can view completed reports on the Attachments tab.
   
• Narrow By: Filter reports by category, format, and/or type.
   

Report Execution Tray

When you click the name of the report in the report list, a tray opens up.  It contains all of the parameters (date and custom) the report category, description, frequency of execution, and some information about the last execution.

If the report is a new SQL views based report, then you have export options, which include:

• No export
• Put in export queue
• Export Automatically
   

Email, ftp, SFTP or upload a report

The export choices include email, ftp SFTP, or upload to vendor integration.  Make your choice, fill in the destination information and the report will use that export information in the future.

 

• To Email a report, add the desired email address to be notified at.
   
• For ftp, SFTP, or vendor integration, add the server information
   

Note: some legacy reports do not have this as an option, so if you need export use a new stock report, or create your own report in SQL Editor.
 

Export Data Sets section

Scroll down the Report List screen to view, select, and download data sets.