Kavi® Showcase Help

Chapter 17. Run a Report

Overview

Use this tool to generate reports with up-to-the-minute content from your Kavi Showcase database. Set search criteria if search options are available for this report, then view or download the results.

Report Types

Kavi Showcase has two Report Types: Catalog Item Data and Profile Data. If the Compliance feature is enabled, the Test Data Report Type is also available.

Prefixed column headings

In downloadable report results, field names (i.e., column headings ) are prefixed with 'profile_' or 'catalog_' to distinguish between data fields that have the same name, but appear in different tables in the database.

Custom fields

Reports include custom fields, which are displayed in the context of their object type (catalog item or profile).

Tips for running reports:

  • Searches that return a smaller set of results are quicker to process and less taxing on system resources than searches that return a broad set of results. For optimal tool and site performance, devise search criteria that return the report results you need, but contain few extraneous records. A search with broad criteria performed on a large database can produce a noticeable drain on system performance.

  • If more than 15 columns are displayed on the Results step, the columns won't be sortable.

  • Operators aren't provided for fields that contain checkboxes. If you select more than one checkbox, the search returns values for each box that was checked (i.e., an 'or' operator is implied).

  • Some reports don't use a search form. Simply click Run Report to generate this kind of report.

  • Some reports are designed to be viewed online only, in which case the Download button isn't displayed because the results aren't downloadable.

Default Data Reports

Kavi Showcase provides default data reports that cannot be deleted. These reports are designed to be as inclusive and flexible as possible. They include both default and custom data fields. For information on default data fields, look up the field in the appendix.

Catalog Item Data Report

Use this default report to access information about catalog items stored in the Kavi Showcase database. If your report includes a large number of catalog items, it may take some time to retrieve the results from the database.

Profile Data Report

Use this default report to access information about profiles stored in the Kavi Showcase database. If your report includes a large number of profiles, it may take some time to retrieve the results from the database.

Use the Run a Report tool to:

Run reports for your organization.

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How to Run a Report

Search Options

Set criteria to select the records you need or run the report without setting search criteria. Depending on the type of search field, you may be able to specify field values and set operators to determine whether the results include the specified value, exclude the value, etc. If this is a date field, operators such as 'is before' or 'is after' allow you to set date ranges. Field types are described in the following list.

Field types and available operators:

check boxes

Click one or more checkboxes to set search criteria. An 'or' operator is implied, so if you select multiple boxes, the results will include records that match any of your selections. If you select all checkboxes (or none of them), the results will be unrestricted by values in this field.

text box

Enter the search value in the text box and select your operator from the pulldown list. Available operators: is, is not, contains, does not contain.

list box

Select the search value from the pulldown list, then select your operator. Available operators: is, is not.

date

Set the Month, Day and Year, then set your operator. Available operators: is, is not, is before, is after.

Boolean pulldown list

Boolean values consist of a pair of mutually exclusive states, such as 'Active' or 'Inactive' status, plus a value that returns either status. Select the search value from the pulldown list, then select the operator. Available operators: is, is not.

Done

Report results are displayed (providing the report is configured to present viewable results). If the Download button is displayed, you may download a report. The number of columns that can be included in the viewable results is limited by space considerations, so you often need to download the report to see the complete results.

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Related Topics

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