Snapshot mode for reports and dashboards

In addition to the default interactive execution mode, reports and dashboards can be run in snapshot mode. A snapshot can display a dashboard or a report based on a large amount of data in just a few seconds. In snapshot mode, Web Dashboard records a history of the data in a Report or Dashboard at set intervals. A typical use case would be to display a dashboard every morning based on the data loaded during the night.

You can use a specific Task to generate the snapshot Report or Dashboard, which is persisted in form of an XML file. When a snapshot report or dashboard is displayed, the data is read from the XML.

  1. Make sure you have a database connection and a data dictionary. See Create a world and Build a data dictionary
  2. Define a report or dashboard. See Set up reports or Create a Web Dashboard.
  3. Set the execution mode to Snapshot. The procedure is the same for reports and dashboards.
    1. Go to the Description tab on the Report or Dashboard design page.
    2. Expand the More details section.
    3. Set Execution mode to Snapshot.
  4. Click the Document generation task button in the upper right corner of the screen.
  5. A Task screen opens and a task of type Document Generation is created.
  6. In the Task screen, specify a Frequency in the Description tab. This is the frequency with which the database will be queried.
  7. If the Execution to be kept box is selected in the Settings tab, any generated documents older than the specified time will be deleted the next time the task is performed.
  8. If a Report or Dashboard contains filters, you can specify which filter combinations to use when the document is generated.
  9. After saving the modification on the Task, you might need to stop Task Manager, refresh it and start it again so your Tasks to be executed as scheduled.
  10. In order to have a Snapshot available on many Workspaces, the Task should be executed after defining the Workspaces.

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