BriteData reports are defined via a YAML format available in the Reports table. You can download and restore them across different BriteCore instances.
To upload a report:
- Download the YAML file with the report specification.
- Select Reports in the BriteCore menu.
- Select BriteData from the Reports menu to access BriteData.
- On the Report List screen (this displays by default when you access the Reports module), select Add Report.
- The Add Report dialog box displays: Would you like to base the new report on an existing report?
- Select No. You will be directed to BriteData.
- Enter the relevant report details on the Define your Report screen.
- Select Upload Report.
- In the Upload Report dialog box, navigate to and select the YAML file.
- Select Continue to the next step.
- The Choose your Data Screen will be prefilled with the specified data points.
- Select Continue to the next step.
- The Define Rules for your Data screen will be prefilled with the specified rules.
- Select Continue to the next step to proceed to the:
- Design the Template step (if you selected .pdf, .txt, .xml formats).
- Finish step (if you selected .xls, or .csv).
Note: Templates aren’t part of the report specification, so they aren’t stored in the YAML file and aren’t restored with it.
Sample YAML file
columns:
- category: Chosen Data
column: riskCounty
dataframe: properties
description: The risk's county.
fill: !!python/unicode ''
hide: false
prefilter: []
type: str
- category: Chosen Data
column: lineOfBusinessName
dataframe: lines
description: The name of the line of business.
fill: !!python/unicode ''
hide: false
prefilter: []
type: str
- category: Chosen Data
column: riskAddressLine1
dataframe: properties
description: The first line risk address.
fill: !!python/unicode ''
hide: false
prefilter: []
rename: Property Count
type: str
- category: Chosen Data
column: policyInforcePremium
dataframe: policy_state
description: The premium that is inforce for a particular policy at a point in time
or at the end of the date range.
fill: !!python/unicode ''
hide: false
prefilter: []
type: float
rules:
- actions: {Property Count: count, policyInforcePremium: sum}
columns: [riskCounty, lineOfBusinessName]
summary: false
type: groupby
- ascending: [1]
columns: [riskCounty]
type: orderby