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Managing Your Data Reports

Run History View

This view allows you to view and download the runs for a Data Report.

Elements of the Run History View​

  1. Run Date: Date of the report run, in the current user's timezone.
  2. Total Rows: The total number of rows in the report.
  3. Run Report: Manually start a new Data Report run.
  4. Enable/Disable auto publishing: Allows you to automatically publish new Data Reports to your shareable Report Portal.
  5. Duplicate: Create a copy of your Data Report.
  6. Delete: Permanently deletes the report and all of its runs from your account.
  7. Download options: Download the Excel file output generated by a run.
  8. Share toggle: Toggle to enable/disable a specific report run being available in the Report Portal.
  9. Run History/Settings tab: Switch between the Run History and Settings view.
  10. Filter/Sort: Allows you to filter your reports by type and sort by creation date, update date, or name.

Setting View

This view allows you to view and edit a Data Report's configuration.

Elements of the Settings View​

  1. Extractor: Dropdown that allows you to select the extractor that the Data Report pulls from.
  2. Column Name: Name of column in the Data Report.
  3. Field Selection: Dropdown to add field from extractor.
  4. Drag-n-Drop Icon: Allows you to re-order columns using drag-n-drop.
  5. Metadata Icon: Indicates that the column from the extractor is metadata provided by Import.io. Can be Extraction Date, URL, Source Url, or Screen Capture Url.
  6. Clear All: Clears the extractor and all columns from the report to start over.
  7. Save and Run: Save any changes you have made to the report and triggers a new run.