Reports

Gen 3

Reports

Upload a report

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:

  1. Download the YAML file with the report specification.
  2. Select Reports in the BriteCore menu.
  3. Select BriteData from the Reports menu to access BriteData.
  4. On the Report List screen (this displays by default when you access the Reports module), select Add Report.
    1. The Add Report dialog box displays: Would you like to base the new report on an existing report?
    2. Select No. You will be directed to BriteData.
  5. Enter the relevant report details on the Define your Report screen.
  6. Select Upload Report.
  7. In the Upload Report dialog box, navigate to and select the YAML file.
  8. Select Continue to the next step.
  9. The Choose your Data Screen will be prefilled with the specified data points.
  10. Select Continue to the next step.
  11. The Define Rules for your Data screen will be prefilled with the specified rules.
  12. Select Continue to the next step to proceed to the:
    1. Design the Template step (if you selected .pdf, .txt, .xml formats).
    2. 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