Importing and exporting reports

You can import and export report data.

Report Schedules

In the Schedule Report dialog, you can configure a snapshot of any report at a specified time or times for delivery to email addresses that you list.

  1. General: Configure the general properties:
    1. To enable the report schedule, click theActive check box at the top of the window.
    2. In theDescription field, enter a meaningful name for the schedule. This description is available to users who are looking to configure snapshots. See "Report Manager" in the IBM® Tealeaf Reporting Guide.
  2. Schedule: To configure the schedule:
    1. Select the interval of the schedule: Daily, Weekly, or Monthly. Depending on your selection, the following options are available:
      • Daily: Select the day or days of the week when you want the report to be run.
      • Weekly: Weekly reports can be run only once per week.
      • Monthly: From the drop-down, select the day of the month when the report is run.
    2. Select the time of day when the report is run.
    3. The time of execution is relative to the selected time zone. By default, reports are run at GMT time. To run at the configured time for a different time zone, click theTime Zone link. Select the new Time Zone and then click Select.
    4. By default, a run report includes data from the day when the report is run. To send data from a different day, enter in the Focus Day Offset textbox the number of days before the report execution date from which to extract data for the report. For example, if you are generating a report at 1:00am in the morning, you can report on data from the previous day. The Focus Day Offset must be set to 1.
    5. To deliver the report in a different language, select one of the available languages in the Language drop-down.
  3. Recipients: In the recipients list, you can configure the list of users or email aliases to whom to send the report. Separate multiple addresses by a comma (,).
  4. Options: To change the report to send, click theReport link. Select one of the saved reports to which you have access in the Report Selector. Click Select. You can send the report in PDF or Excel-readable HTML or both.
  5. To save the report as configured, click Save.
  6. The report snapshot is run according to the configured scheduled and delivered immediately to the listed email addresses.

Export reports

You can export your configured report to Excel or PDF. To export a report:
  1. Click the Export Report icon.
  2. Select the type of export:

Email report

You can email a report in PDF or Excel format:

  1. Select the format of the attachment:
  2. If needed, you can add a Message to the email.
  3. In the Recipients text box, enter the email addresses or aliases to whom to send the report. Multiple email addresses must be separated by commas.
  4. To send the report, click Send.

Report templates

You use the Report Manager to import and export Report Templates.