🥯
Everything
  • Best Practices and Guidelines
    • ChatGPT Prompts
    • Documentation Guideline
    • GitBook Spaces
    • GitHub Guideline
    • Internal Usage
  • Tools
    • End to End Order Flow
      • Order Creation
      • Order Import
      • Order Brokering
      • Order Fulfillment
      • Order Fulfillment Notification
    • Git
      • How to Create Issue on Git
    • Jira
      • Feature Request on Jira
    • Launchpad
      • Fulfillment
        • Stuck Orders in Fulfillment App
      • Job Manager
        • Check Job Frequencies
        • Job Runtime Error
        • Mismatch Time Zone
    • Napita
      • Glossary
      • Schedule Processors
      • View and Manage Processors
      • Flow Definitions
      • Verify Processor Properties
      • Bulletins
      • Data Provenance
      • Troubleshooting
        • Data Export Errors
        • Queue Errors
        • Fetch Put SFTP Retry
    • Netsuite
      • Managing Saved Searches
    • Ofbiz
      • Orders
        • Multicurrency Sales Orders
        • POS Order Refresh Failure
        • Pre-Order Catalog Sync
        • Reindex Order after Solr Down Time
      • Products
        • Product Duplication
      • Inventory
        • Add New Variance Reason
      • Data Manager Configuration
        • Create a Job Using Data Manager Configuration
        • SFTP Issue
    • Shopify
      • How to Access Shopify POS APP
      • How to Create Draft Order in Shopify
    • Tathya
      • Database Configuration
        • Additional Settings
      • Charts Creation
        • Selecting Database & Schema
        • View & Save Chart
        • Charts Access
        • Create Multiple Charts
        • LogInsight Charts
      • Understanding Dashboards
        • Configuring Dashboards
        • Dashboards Access
        • Dashboard Options
        • Dashboard Customizations
        • Link Configuration
        • Set Multi-Day Filters
      • Configuring Alerts & Reports
        • Creating Alerts
        • Creating Reports
        • Alternate Interfaces to Schedule Reports
      • Creating Roles
        • List & Modify Roles
      • Creating User
        • Creating LDAP Account
        • Tathya Authentication
        • Listing User in Tathya
        • User Permissions
      • Troubleshoting
        • Reporting Discrepancies
        • Tathya login Issue
      • How to
        • How to Create User on Tathya
        • How to Create Alpha Role on Tathya
        • How to Request for the Report
  • Client Communication
    • Templated Replies
    • Ticket and Release Mangemnet
  • Monitoring
    • Sanity Checklist
    • System Monitoring Guide
  • Hotwax Deployment & Versions
    • HotWax Commerce Deployment
    • Launch Machine
    • Update OMS Version
    • Rollback OMS Version
    • Optional Plugins
Powered by GitBook
On this page
  • Basic Details
  • Defining the Report Schedule:
  • Select Timezone
  • Define Schedule Settings
  • Message Content
  • Notification Method:
Edit on GitHub
Export as PDF
  1. Tools
  2. Tathya
  3. Configuring Alerts & Reports

Creating Reports

Learn how to create and automate reports in Tathya to track important metrics at specified intervals.

After successfully setting up alerts, you may also want to generate regular reports to keep track of important metrics. Tathya allows you to automate the process of creating and sending reports at specified intervals.

Follow the steps below to create and schedule reports:

  1. Navigate to the Alerts & Reports screen. By default, you'll land on the Alerts interface. To access the Reports screen, click on the Reports tab.

  2. On the Reports interface, select + Report to create a new report. The "Add Report" window appears.

Basic Details

  1. Report Name field (required), enter a descriptive name for your report. This will also serve as the subject of the email.

  2. Owner(s) field (required), select one or more owners for the report. Owners have the ability to edit the report and are notified in case of any execution failures.

  3. Description (optional), provide a brief and meaningful description of the report.

The "Active" toggle switch is enabled by default.

Ensure that the Superset Admin user is added as the owner whenever scheduling a new report to prevent the report from being disabled if the current owner is deactivated.

Defining the Report Schedule:

This panel is used to define how frequently the report will be sent to a defined notification channel(s).

  1. Specify Time: The first schedule option enables you to specify a highly granular schedule based on your specific requirements. Data can be checked every minute, hour, day, week, month, or year. The day, week, month, and year options all allow you to define a schedule down to the hour & minute granularity.

  2. Check or Enter CRON: After setting a schedule, the subsequent CRON field will automatically populate with an equivalent CRON expression that represents your defined schedule.

  3. Alternatively, you can also directly enter a CRON expression by selecting the secondary radio button and entering the expression in the CRON Schedule field.

    (To learn more about CRON expressions, please refer to the alerts section)

Select Timezone

In the Timezone field, select the drop-down menu and choose your timezone.

Define Schedule Settings

  1. Log Retention (required): Enter the number of days the report will be stored in the execution log (default is 90 days).

  2. Working Timeout (required): Set the maximum duration for the report job to run before an automatic timeout (default is 3600 seconds).

Message Content

In the Message Content section, select either the Dashboard or Chart radio button. Then, in the drop-down field, select the relevant dashboard or chart — a screenshot of the dashboard or chart will be sent along with a link.

When sending a chart, be sure to indicate whether a screenshot will be sent (in PNG format) or as a CSV file. For Table and Pivot Tables, you can also choose to include the chart on the email text (rather than as an attachment).

  • Screenshot Width: This is an optional parameter that allows you to customize the width (in pixels) for your dashboard / chart screenshot.

Your custom width can be between 600 and 2400 pixels. The format is the plain number (e.g., 2000). Utilizing the custom screenshot width may allow you to show more columns in a wide table chart which would normally be cut off by the typical screenshot width; please note that tables wider than the maximum limit of 2400 pixels will be cut off.

* **Ignore Cache:** Check this box to generate real-time data and invalidate cache.

Notification Method:

In the Notification Method section, select Add notification method. The Select delivery method drop-down field appears. Select either Email or Slack, as needed. On selection, you will be prompted to enter an email address or the channel name. You can also configure it to be sent to both recipient types.

To finalize and save your report, select Add.

By following these steps, you can easily create and schedule reports in Tathya, ensuring that the relevant users receive timely and accurate information.

PreviousCreating AlertsNextAlternate Interfaces to Schedule Reports

Last updated 11 months ago