This procedure describes how to define scheduled reports in ARIS Architect.
Database information to be compiled for the dashboard display is gathered by different reports. These reports generate data feed input stored in ARIS document storage. Run these reports to keep all data compiled for dashboard display up to date. To use the Matomo - Global portal usage and Matomo - Database-specific portal usage reports, make sure to have Matomo installed and configured and the report parameters specified accordingly.
Scheduled reports are reports that start automatically at a defined point in time.
They run in the background and you can view the results later. For example, you can define that a report that strongly affects system performance is to run only at night when no one is working with the system.
For reports to be able to run completely automatically, dialogs must not be opened by the report during report execution. For reports that you cannot run automatically, the Opens dialogs check box is enabled on the properties pages.
You can deactivate a schedule to prevent automatic execution, but still keep the schedule in general. You can activate the schedule anytime.
The Scheduled reports group is displayed if you have the Report automation .
Use the following function privileges to control the users' authorizations.
Analysis tab
You can analyze dependencies between analysis objects and KPIs. All analysis objects contained in the database are displayed. The rule set defines this structure for the transfer of analysis objects. The graphic is used to display the structure of analysis objects.
You can evaluate KPIs using tables created with templates and relate the analysis objects, dimensions and KPIs to each other.
You can enter base KPI values. Fields with a blue background indicate calculated values. Fields with a white background are editable. Fields with a gray background are not editable and indicate KPIs that are not defined for the analysis object displayed in the dimension displayed (for example, because the rule set has now changed or because an analysis object no longer exists).
You have the following options:
Rename analysis groups
Select an analysis object and display its KPIs in the KPIs area
Obtain information on the composition of a KPI
Navigate through the structure of the analysis objects in the Graphic area
Create tables from templates
Deactivate analysis objects
Delete analysis groups
Open saved tables
Run what-if analyses
Edit values
Obtain information on the composition of a KPI
Create tables from templates
Open saved tables
Run what-if analyses
Data management tab
You can manage data.
You have the following options:
Merge existing dimension combinations and/or analysis objects.
Delete existing dimension combinations
Deactivate dimension combinations
Activate saving points
Deactivate saving points
KPIs tab
You can enter base KPI values. Fields with a blue background indicate calculated values. Fields with a white background are editable. Fields with a gray background are not editable and indicate KPIs that are not defined for the analysis object displayed in the dimension displayed (for example, because the rule set has now changed or because an analysis object no longer exists).
Administration tab
You can import configuration files, and manage dimension types, dimensions, input screens, rule sets, table templates, users, and user groups.
Prerequisite
You have the Report automation for the related database.
Use the following function privileges to control the users' authorizations.
Analysis tab
You can analyze dependencies between analysis objects and KPIs. All analysis objects contained in the database are displayed. The rule set defines this structure for the transfer of analysis objects. The graphic is used to display the structure of analysis objects.
You can evaluate KPIs using tables created with templates and relate the analysis objects, dimensions and KPIs to each other.
You can enter base KPI values. Fields with a blue background indicate calculated values. Fields with a white background are editable. Fields with a gray background are not editable and indicate KPIs that are not defined for the analysis object displayed in the dimension displayed (for example, because the rule set has now changed or because an analysis object no longer exists).
You have the following options:
Rename analysis groups
Select an analysis object and display its KPIs in the KPIs area
Obtain information on the composition of a KPI
Navigate through the structure of the analysis objects in the Graphic area
Create tables from templates
Deactivate analysis objects
Delete analysis groups
Open saved tables
Run what-if analyses
Edit values
Obtain information on the composition of a KPI
Create tables from templates
Open saved tables
Run what-if analyses
Data management tab
You can manage data.
You have the following options:
Merge existing dimension combinations and/or analysis objects.
Delete existing dimension combinations
Deactivate dimension combinations
Activate saving points
Deactivate saving points
KPIs tab
You can enter base KPI values. Fields with a blue background indicate calculated values. Fields with a white background are editable. Fields with a gray background are not editable and indicate KPIs that are not defined for the analysis object displayed in the dimension displayed (for example, because the rule set has now changed or because an analysis object no longer exists).
Administration tab
You can import configuration files, and manage dimension types, dimensions, input screens, rule sets, table templates, users, and user groups.
You have access to this script. Access to scripts can be restricted to certain user groups.
You have read access to all required database groups.
Procedure
Start ARIS Architect.
Click ARIS > Administration or ARIS > Explorer. The Administration or Explorer tab opens.
Log in to the database.
Click Navigation in the bar panel if the Navigation bar is not activated yet.
In the Explorer tree, click the folder Scheduled reports.
To create a schedule, click New >
Create scheduled report. The Report Automation Wizard opens.
Specify the name for this schedule and enter the user's password that has read permission to all required database groups. Make sure that the schedule is activated.
Click Next and select the required report from the Dashboard data category and specify the settings as required.
Click Next and select the database to be evaluated.
Click Next and specify the schedule settings as required.
Click Finish. If the first execution is in the future, the report is automatically active and runs as soon as the defined point in time is reached.
Create schedules for all required reports from the Dashboard data category. The selection of reports depends on the data to be compiled for dashboard display.
All default data feeds used to create dashboards will be supplied with the most current data as specified.