To edit a dataset:
- In the dataset list double-click on the dataset, or select the dataset then select Edit from the toolbar or right-click menu. The Edit Dataset dialog box opens.
Edit a dataset
- Edit the information as required, then test the query to ensure that the dataset functions as expected.
- Select OK to finish editing the dataset.
To delete datasets:
- Select the dataset or datasets that you would like to delete, then select Delete from the toolbar or right-click menu.
- Select OK in the confirmation dialog box to delete the selected datasets or datasets.
To view the SQL query for an existing dataset:
Hover the mouse cursor over one of the datasets in the dataset list. The SQL query is displayed in a persistent pop-up dialog box.
SQL query pop-up window
Output profile
Output profiles allow you to define email addresses to which generated reports are sent, and provides an option to upload the reports to FTP, SFTP, or SCP servers. Once created, an output profile can be specified for a report; see Reports.
To view and manage output profiles, go to Reports > Advanced > Output Profile.
Output profile page
To create a new output profile:
- In the output profile list, select Create New from either the toolbar or right-click menu. The New Output Profile dialog box opens.
Create new output profile dialog box
- Enter the following information:
| Name | Enter a name for the new output profile. |
| Description | Enter a description for the output profile (optional). |
| Email Generated Reports | Enable email generated reports. |
| Subject | Enter a subject for the report email. |
| Body | Enter body text for the report email. |
| Email Recipients | Select the email server from the drop-down list and enter to and from email addresses.Select Add New to add another entry so that you can specify multiple recipients. |
| Upload Report to Server | Enable uploading the reports to a server. |
| Report Format | Select the report format or formats. The options include PDF and HTML. |
| Server Type | Select FTP, SFTP, or SCP from the drop-down list. |
| Server | Enter the server IP address. |
| User | Enter the username. |
| Password | Enter the password. |
| Directory | Specify the directory where the report will be saved. |
| Delete file(s) after uploading | Select to delete the report after it has been uploaded to the selected. |
- Select OK to create the new output profile.