Reports

A report is a CSV file sent in a scheduled mail. The CSV content is managed by:

  • HCQL query (certificates), HRQL query (requests)

  • CSV fields shown

Prerequisites

You may need Teams.

How to configure Reports

1. Log in to Horizon Administration Interface.

2. Access Reports from the drawer or card: Reports.

3. Click on Add report.

4. Fill in the mandatory fields.

Details

  • Enabled (boolean):
    Tells whether the reporting task should be enabled. Set by default at true.

  • Name* (string input):
    Enter a meaningful report name. It must be unique.

  • Cron scheduling expression in Quartz format* (cron expression):
    Enter a Cron scheduling expression (in Quartz format). The default expression is built to run the task every hour.

Recipients

Click on Add report recipient to add a recipient.

You can either target :

  • A static (recipient): you will need to set a valid email address.

  • A team contact: you will need to select one of the enabled teams.

  • A team manager: you will need to select one of the enabled teams.

Email

  • From* (string input):
    Enter the email address that will appear in the "From" field of the email.

  • Subject* (string input):
    Enter the subject of the email.

  • Body (string input):
    Enter the body of the email.

  • CSV file name (string input):
    Enter the name that will be given to the attached csv file.

  • Is HTML (boolean): (boolean):
    Sets whether the email body contains HTML code (true) or plain text (false). The default value is set to false.

HQL

  • HQL Type* (select):
    Either chose Certificate or Request. It will define the HQL Query type to set and the enabled CSV fields.

  • Query (string input or select):
    HCQL (Certificate) or HRQL (Request). You can select one of your saved queries.

CSV

You can select which fields will appear on the CSV file.

5. Click on the save button.

You can run Execute report, edit Edit report or delete Delete report the report .