Getting Started


Introduction

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Welcome to the getting started guide for Skedler Reports. We will go through the key steps required to install, activate and setup Skedler Reports software, and generate automated reports.

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System Requirements

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Before we begin, please make sure you have sufficient system resources to generate and send reports. While the optimum system requirement varies with application needs, below is a recommendation on minimum resources for running Skedler Reports on a Virtual Machine or dedicated server:

System Resources:

  • 2 Core CPU
  • 8 GB RAM

Operating Systems:

  • Linux 7 with x86-64-bit architecture:
    • Ubuntu 12.04 and above, Debian 7.x, CentOS 7.x, Red Hat Enterprise Linux 7.x
  • Linux 6 with x86-64-bit architecture:
    • CentOS version 6.x, Red Hat Enterprise Linux 6.x
  • Windows 10 64-bit architecture

Note: There are different versions of Skedler Reports for Linux 7 and Linux 6. Skedler Reports for Linux 7 is not compatible with Linux 6, and vice versa. Please download the correct version from the free trial page.

Java Version:

  • Linux: Java 7, Java 8, Java 9 or Java 10
  • Windows: Java 7, Java 8, Java 9 or Java 10

Elasticsearch, Kibana and Grafana:

  • Elasticsearch 5.0 and 6.0
  • Kibana 5.0 and 6.0
  • Grafana 4.0 and 5.0

Note On Linux, Skedler Reports has dependencies on libstdc++ library. Following are the GLIBCXX versions required:

  • libstdc++.so.6 on(GLIBCXX_3.4.9) => /usr/lib/x86_64-linux-gnu/libstdc++.so.6
  • libstdc++.so.6 (GLIBCXX_3.4.15) => /usr/lib/x86_64-linux-gnu/libstdc++.so.6
  • libstdc++.so.6 (GLIBCXX_3.4) => /usr/lib/x86_64-linux-gnu/libstdc++.so.6

To check the GLIBCXX versions on your server. Please run the command

For CentOS/RedHat

  • strings /usr/lib64/libstdc++.so.6 | grep GLIBCXX

For Debian/Ubuntu

  • strings /usr/lib/x86_64-linux-gnu/libstdc++.so.6 | grep GLIBCXX

If the version is not available, please update your GCC compiler.

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Installation

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Skedler Reports is available in different editions for different operating systems. The product is also available as a docker container for easy setup and use. Please follow the steps below for installing Skedler Reports in your environment.

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Linux

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  • Download the latest version of Skedler Reports from Free Trial page.
  • Untar the skedler.tar.gz file to the desired folder (e.g., /opt). For convenience, let us call this folder as $skedler_home. For example:
  • Set the value for the variable JAVA_HOME in the $skedler_home/install.sh script as follows:
    • Check JAVA_HOME using the command echo $JAVA_HOME.
    • Copy and paste the output to the $skedler_home/install.sh, and save the updated file.

      For example:

  • Provide the required permission to install.sh in $skedler home directory script file using the command
  • Install Skedler using the below command. Run install.sh as sudo user
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Windows

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Configure environment variables JAVA_HOME and PATH

1. Configure Java_Home as User Variable.

java_home

2. Add JAVA_HOMEbin to PATH
bin_path

3. Add JAVA_HOMEjrebinserver to PATH
server_path
Note: For Jave 9 setting the PATH as JAVA_HOMEjrebinserver is not required.

Windows dpi settings

Dpi setting in Windows should be set to 96dpi for Skedler to generate the report in an aligned manner. By default, the value is set at 96dpi.

Go to Control Panel > Appearance and Personalization > Display to check the dpi settings.

dpi

Download and Extract

  • Download the latest version of Skedler from Free Trial page
  • Extract the skedler.zip file to the desired folder (e.g., C:Program FilesSkedler).
  • Change the current directory (or go) to the folder where skedler.zip was extracted. For convenience, let us call this folder as $skedler_home.
  • Provide read/write permissions to the following folders.
    • $skedler_homelog
    • $skedler_homereports
    • $skedler_homesrcpreview
    • Report folder configured for reports_dir parameter in reporting.yml
    • UI files folder configured for the parameter ui_files_location
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Docker

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Skedler Reports version 3.x is supported on Docker 1.8 and above. Please make sure an appropriate version of Docker is installed before following the next steps.

Obtaining Skedler Reports for Docker is a simple as issuing a docker pull command. The Docker image for Skedler 3.x can be retrieved with the following command:

Skedler Reports container will be downloaded to your virtual or physical server, and will be ready for configuration and launch

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AMI

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Skedler v3.x is also available as an Amazon Machine Image(AMI). It simplifies the installation process and shortens the time to get Skedler Reports up and running in AWS

  • Login to your AWS account and click “Launch Instance” in the EC2 Dashboard
  • Search for Skedler AMI in the AWs Market Place”
  • Select Skedler Reports AMI
  • Select the instance type. Please check the minimum requirements mentioned below:
    • Minimum of 2 CPU cores and 8 GB of RAM is recommended for deploying Skedler
    • In AWS minimum instance type should be t2.large which will meet the above minimum requirements.

  • Configure the instance details and network configuration as follows
    • Configure the number of instance for scaling, by default it is 1
    • In network select the VPC which you have created. Make sure you select the same VPC network that you have selected for the ES service (if ES service is public access service then select any VPC)
    • Select public subnet (which will be created for the VPC when you create the VPC).
    • Auto-assign public IP :
      • If “Enabled”, AWS will create a public IP for the instance. Note this IP will be terminated once you shut down the system and another IP will be assigned on restart.
      • If you need a permanent IP,  “Use subnet setting (Disable)” you can associate a Public Elastic IP once the instance is Launched
    • Select the IAM Role to access the instance  – to secure the instance.
    • Configure the shutdown behaviour and termination protection.

  • Add necessary storage to the instance
  • Configure the Security Groups as follows,
    • In the Instance creation wizard, Select “Select an existing security group” option – Select the security group that has access to the following ports or Select “Create a new security group” with permissions for the following ports,
      • Port 22 – port used to connect to Skedler instance through SSH and configure skedler
      • Port 3000 – port on which Skedler will run by default. You can change the port in Skedler configuration. In that case, you can add permissions to the new port later in the security group
    • Make sure that security group is added to the AWS Elasicsearch service. (Once created you cannot modify the VPC settings in the AWS ES service)
    • On selecting it will show the inbound rules as in the image.

  • Add a key pair or use an already existing key pair to login into the system. Follow the instruction in the wizard. Download the pem file and store it securely (you cannot download it later)
  • After configuring the instance, launch the instance. Once the instance is launched copy the IP address or the public DNS
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Configuration

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Configuration File

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Linux and Windows

The configuration settings for Skedler Reports are stored in $skedler_home/reporting.yml file. These settings include Elasticsearch, Kibana and Grafana URLs, proxy server authentication, and security specification for Shield, Search Guard or Nginx.
To edit the configuration file, please run the command below:

Docker

The configuration settings for Skedler Reports are stored in /opt/skedler/config/reporting.yml within the docker image. These settings include Elasticsearch, Kibana and Grafana URLs, proxy server authentication, and security specification for Shield, Search Guard or Nginx.
To edit the configuration file of the docker image, please run the command below:

AMI

Using your local computer, SSH into the AWS instance using putty. The configuration settings for Skedler Reports are stored in skedler/config/reporting.yml (Skedler is installed in the home folder of the instance). These settings include Elasticsearch, Kibana and Grafana URLs, proxy server authentication, and security specification for Shield, Search Guard or Nginx.
Please follow the steps outlined below to configure these settings.

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Basic Configuration

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Please make the following changes in the reporting.yml file.

ElasticSearch and Kibana URL configuration

  • Add Elasticsearch URL with the port (even if the port is 80) and the Kibana URL/Grafana URL with the port in the reporting.yml file in the following format ://:

Grafana URL configuration

  • For Skedler to discover Grafana dashboards and generate the report for Grafana you would need to configure Grafana details in reporting.yml. By default, the Grafana configuration variables are commented in the reporting.yml. Uncomment the variables and assign the Grafana URL with the port and the Grafana authentication credentials or the Grafana authentication token key to access the dashboard.
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Advanced Configuration

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Enabling SSL for Skedler and Elasticsearch

Skedler supports SSL encryption for both client requests and the requests the Skedler server sends to Elasticsearch. To encrypt communications between the browser and the Skedler server, you need to configure the following properties in reporting.yml.

If you are using X-Pack Security or a proxy that provides an HTTPS endpoint for Elasticsearch, you can configure Skedler to access Elasticsearch via HTTPS so communications between the Skedler server and Elasticsearch are encrypted.

To do this, you specify the HTTPS protocol when you configure the Elasticsearch URL in reporting.yml,

Nginx Proxy server basic authentication configuration

If you are using Nginx, follow the steps below.

  • If Kibana is configured behind Nginx, configure the Nginx username and password for Kibana in reporting.yml as shown.
  • If Nginx is configured as a reverse proxy for elasticsearch, configure Nginx username and password for Elasticsearch as shown:

XPack/Searchguard authentication configuration

For Skedler to connect with Kibana Security you would need to configure the following properties in reporting.yml.
# Shield Support

1. By default the shield variable is commented and set to xpack. If any security plugin for Kibana such as X-pack or Search Guard is configured in Kibana like Xpack or Search Guard, uncomment the variable and configure the variable shield with the respective value given below:

  • For Xpack configure the shield variable as xpack
  • For Search Guard configure the shield variable as searchguard

2. If Kibana shield plugin or Search Guard Kibana plugin is installed in Kibana set the kibana_shield_plugin variable as yes. By default, the variable is set to no.

3. Set the skedler_elasticsearch_username and skedler_elasticsearch_password with the Shield username and password created for skedler.

4. Set the kibana_elasticsearch_username and kibana_elasticsearch_password with the Shield username and password created for skedler.

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Launch

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Skedler can be run manually (via command line) or as a service.  It can also be run in debug mode which generates additional log information.   Skedler support team will request you to run Skedler in debug mode while troubleshooting report generation issues.

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Linux

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Run Skedler Reports as a Service

  • To start Skedler Reports as a service, please execute the command shown below:
  • To stop Skedler Reports as a service, please execute the command shown below:

Start Skedler Reports manually

  • To start Skedler manually, make sure that the current user running Skedler has the ownership for skedler home directory. Goto the $skedler_home directory (e.g., /opt/skedler) and execute this command:

Start Skedler Reports

  • To run Skedler Reports in debug mode, execute the command below from $skedler_home

Access Skedler Reports

  • Once launched, Skedler can be accessed from the following URL:

The license activation page is displayed on successful installation.

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Windows

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Start Skedler Reports as service

  • To Start the application as service run the following command from $skedler_home
  • To Stop Skedler as service, please execute the command below from $skedler_home directory

Start Skedler Reports manually

  • Start the application from $skedler_home folder by using the command

Starting Skedler Reports in debug mode

  • To run Skedler Reports in debug mode, execute the command

Access Skedler Reports

  • Once launched, Skedler can be accessed from the following URL:

The license activation page is displayed on successful installation.

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Docker

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Run Skedler Reports

  • To run Skedler Reports in a Docker Container, please use the command :

Note: skedler_home inside the container is /opt/skedler
Note: 0.0.0.0 is the bind address in which Skedler runs, 3001 is the Host IP port which Skedler uses and 3000 is the Docker IP port

Access Skedler Reports

  • Once launched, Skedler can be accessed from the following URL:

The license activation page is displayed on successful installation.

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AMI

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Run Skedler Reports as a Service

  • To start Skedler Reports as a service, please execute the command shown below:
  • To stop Skedler Reports as a service, please execute the command shown below:

Start Skedler Reports manually

  • To start Skedler manually, make sure that the current user running Skedler has the ownership for skedler home directory. Goto the $skedler_home directory (e.g., /opt/skedler) and execute this command:

Start Skedler Reports in Debug Mode

  • To run Skedler Reports in debug mode, execute the command below from $skedler_home

Access Skedler Reports

  • Once launched, Skedler can be accessed at the following URL:

The license activation page is displayed on successful installation.

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Activation

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To use Skedler (Free Trial or Licensed) you must activate a valid license key. A trial license key is automatically populated in the license activation form. If you purchase Skedler license, you will receive a license key by email.  

If the server in which you are installing Skedler has internet connection, use Online License Activation. If the server in which you are installing Skedler does not have internet connection, use Offline License Activation.

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Online activation

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To use Skedler (Free Trial or Licensed) you must activate a valid license key. A trial license key is automatically populated in the license activation form. If you purchase Skedler license, you will receive a license key by email.

1.Click Activate License.

online_activation
2. The License Activation page is displayed.

3. Enter the required values in the Name, Email, and Company field.
after_install

By default, a trial license key is auto-populated in the “License Key” field. If you received a Product license key, update the License key field.

4. If the Internet connection requires a proxy server, click Proxy Setting in the License Activation page to enter the details. Specify the protocol, server name or proxy IP, and port. If the proxy setting requires user authentication, enter the username and password in the Username and Password fields. Click Save button. .The License Activation page is displayed
proxy

5. Read and select I agree to the terms and conditions checkbox.

6. Click Online Activation to activate the Skedler Trial License.

after

7. You can verify the active license by clicking on About icon in the Skedler Homepage

about

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Offline Activation

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The embedded free trial key cannot be used for offline activation. If you are evaluating Skedler 21 days Free Trial and if your server does not have internet access, please contact Skedler Support team to request a special 21 day temporary license key for offline activation.
about
Once you receive the special key, use the steps below to activate the key offline.

  • To activate the license, click the About icon in Skedler Homepage.about
  • Click Activate License.
    offline_Activation
  • The License Activation page is displayed.offline_licence
  • In the License Activation page, enter the required details.
    Note: You must have a license key to activate the product.
    1. Enter the Name, Email, and Company Name in the corresponding fields.
    2. Enter the 25-digit alphanumeric license key or activation code in the License Key field.
    Note: Activating the product offline does not require proxy settings.
    3. Read and select I agree to the terms and conditions checkbox.
    offline3.5
    4. Click Offline Activation to initiate offline activation of Skedler.
  • This generates the product_activation.txt file. Follow the steps below to generate the license file (license_key.dat).
    a. Copy the product_activation.txt file from the server to a machine with internet connection (you need internet connection to generate the license_key.dat file from the license server)
    b. Visit Skedler licensing activation page: https://www.skedler.com/license-activation/.
    c. On the licensing activation page, choose product and version from the dropdown menus.

    d. Follow instructions to upload product_activation.txt file and generate license_key.dat licensing file.

    e. Copy the downloaded license_key.dat file to the skedler server.
    1. Make sure there is no other license_key.dat file in the folder you copy.
    2. Do not rename the license_key.dat file

    f. Upload the license_key.dat file to Skedler using the below steps.

  • Click the About icon in the Skedler Homepage.report_About
  • Click License Information. The Edition type and License key is automatically populated.licence_info
  • Click Select File to upload the license_key.dat file from the computer.activate
  • Click Activate to activate the license. (If you would like to cancel the activation, click Abort).
  • You can verify the active license by clicking on About icon in the Skedler Homepagereport_about_icon
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Deactivation / Re-Activation

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Skedler Reports license is associated to the server on which it was activated. On some occasions, you may want to transfer the license to another server. Before the license can be activated in another server, it needs to be deactivated from the original server. You can deactivate Skedler license key either online or offline using the steps below:

Online Deactivation:

Online deactivation requires an Internet connection. To deactivate Skedler Reports license key, navigate to the skedler_home directory and run the following commands:

Offline Deactivation:

Offline deactivation does not require an Internet connection. To deactivate Skedler Reports license key, navigate to the product_deactivation.txt and run the following commands:

This generates a text file in the product_deactivation.txt path. Please send this file to Skedler Support team via https://support.skedler.com/support/home. Support team will deactivate offline and email you the confirmation.

Note: The Trial edition of Skedler Reports does not require deactivation.

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Basic Setup

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On Skedler Reports main page, click Configuration icon to access Basic and Advanced settings.

Configure

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Timezone Details

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timezone
1. Click Edit icon to change the default time zone.
2. Enter the time zone to be used for scheduling the reports in the Time zone field.
3. Click Save to save the time zone settings for the scheduled report.

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Email Notification

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1. Set the Email Setting field to:
On: If you want email distribution of reports
Off: if you do not want to email the reports. The reports will be generated and stored in the server reports folder.

2. Click Edit icon to updated Email settings.

3. By default Supported Service is set to Others. Choose one of the following email services.

  • If you use a standard SMTP server, choose Others.
    email

    • Enter the outgoing email server in the Outgoing Server field.
    • Enter the Port for the email server
    • Enable Use SSL toggle button to use SSL to connect to email server.
    • Enter the email id of the sender in the Sender’s Email field (this is the email id from which all the reports are sent) to configure the outgoing mail settings.
    • Enable Password using toggle button if the SMTP server has authentication.
    • Enter the password in the Password field.
    • Enter an email address for the Admin Email field. This is the email to which a warning message will be sent if the reports are empty.
    • Click Save to save the configuration.
  • If you use Gmail, choose Gmail
    email

    • Enter the email id of the sender in the Sender’s Email ID field (this is the email id from which all the reports are sent) to configure the outgoing mail settings.
    • Enter the password in the Password field.
    • Enter an email address for the Admin Email field. This is the email to which a warning message will be sent if the reports are empty.
    • Click Save to save the configuration.
  • If you use Amazon SES, choose SES, SES-US-EAST-1, SES-US-WEST-1 or SES-US-WEST-2
    ses

      • Enter the email id of the sender in the Sender’s Email ID field (this is the email id from which all the reports are sent) to configure the outgoing mail settings
      • Enter the username in the Username field.
      • Enter the password in the Password field.
      • Enter an email address for the Admin Email field. This is the email to which a warning message will be sent if the reports are empty.
      • Click Save to save the configuration.
      • You can also send a test email with the saved email configuration details using the Test Email field and click send button.

    email

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Slack Notification

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slack

1. You can turn On the Slack Settings using the Slack Settings toggle button.
Set the Slack Setting field to:
On: If you want the distribution of reports via Slack
Off: if you do not want the reports to be sent via Slack. The reports will be generated and stored in the server reports folder.

2. Click Edit icon to update Slack settings

3. Enter the Legacy token that was generated using your Slack API to the Token field.

3. Enter the user or channel name to the Admin field. A warning message will be sent to the configured user or the channel if the reports are empty.

4. Click Save button.

5. You can also send a test slack with the saved slack configuration details using the Test Slack field and click send button.

slack

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Advanced Setup

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The advanced setup options are accessible by clicking on Configuration icon on Skedler Reports home page, and then selecting Advanced tab.

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Proxy Details

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If the Internet connection requires a proxy server set the Proxy Settings details.

proxy

1. Click Edit icon to update Proxy Details settings
2. Select the Proxy Type. By default, No Proxy is selected.
3. If the Proxy Type is Automatic Proxy then it takes the system configured proxy.
4. If the Proxy Type is Manual Proxy, specify the protocol, server name or proxy IP, and port. If the proxy setting requires user authentication, enter the username and password in the User Name and Password fields.
5. Click Save button.

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Report Logo

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You can configure a default logo for the scheduled reports. This logo will be used in the header of  PDF reports.

report_log
1. Click Edit icon to update Report Logo settings.
2. Click Select image to upload the logo. Once the image has been loaded, you can change or remove it by clicking Change and Remove buttons.
3. Click Save to save the uploaded image. Click Close to reset Report Logo settings.

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Custom Parameter

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You can add custom parameters to your report. Custom parameter allows you to add a dynamic key with a specific value. Where you can define the parameters name and value in report output directory, report title and merge parameters while sending out an email. This parameter name will be replaced by the value in the PDF reports.

custom_param
1. Click Add Parameter button
custom-param
2. Add the Parameter Name and a default value and click Save to save the custom parameter.
save-param

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Other Settings

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Zoom Factor You can scale the Kibana map visualization when you generate the Skedler report with the Zoom Factor for the Map visualization. By default, the value is set as 68. You can modify the value as required and click Save icon.
other-setting

Base Folder Directory You can configure the location for storing your skedler reports. Make sure the folder has read/write permissions. The default location is $skedle_home/reports in the application directory. If the report generation location is configured in the Skedler configuration file for report_dir variable the then the base path is taken from the configuration file. You can modify the default location and click Save icon.
base-folder-report

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Schedule Reports

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Next, we will create and schedule a report with default options. You can further customize the report using template and filters which are described later.

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Basic Report

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To schedule the report, click Schedule a Report button from Home page.

report
Enter the appropriate values in the fields to generate the report.

Report Details

details

1. Enter the name of the report in the Report Name field.
2. Select the type as Dashboard for report with dashboard visualizations. Select the type as Search for report with search results.
3. Select the required dashboard or search from the Select Dashboard or Select Search drop-down to generate reports.
4.Optionally, enter the Report Output Directory. It allows storing the scheduled reports on the Skedler server. You can also customize your report output directory by adding the custom parameters. To display the list of custom parameters created type $ in the Report Output Directory field. By default the Include Basepath is enabled Skedler will take the base path configured in the Advanced settings page and the report will be generated in that location. You can also override by unchecking the Include Basepath checkbox.
5. Optionally, enter the Report Tags which helps you to search the report based on the tags.

Report Design

design
1. Select the format of the report from the Select Format drop-down. The following formats are available: PDF, PNG – Inline, PNG – Attachment and Excel.
Note: When the Email setting is disabled, the report is downloaded in the PDF or PNG format.

2. Optionally, you can enable the Include Report type option to generate excel report along with the other report types. By default, None is selected.
3. Select the required template from the
Select Template drop-down. By default, “No Template” is selected.
4.Enter the title of the report for the generated PDF report in the Report Title field.
5. Optionally, you can configure the Report Layout based on the report type.

Note: Layout Configuration applicable only for PDF reports.

  • Page size: If the report type is PDF, you can configure the paper size of the report as follows:
    • Set the paper or sheet size as Letter, Legal, A4, A3, Tabloid or Default size (Height is 1024 pixel and width is 2048 pixel)
    • Select the Page orientation (Landscape or Portrait)
  • Font Family: You can select the type of font in which the report needs to be generated.

6. Optionally, you can set a logo for the report to be generated. By default “No Logo” is selected. The logo options are as follows:

  • Choose Default Logo: If you would like to use the default logo that you configured on the Settings page.
  • Custom Logo: You can use a custom logo for this report by uploading logo in the Logo field.

Filter Details

filter

1. If the Kibana Dashboard is saved with Store time with dashboard in Kibana then Use dashboard time window option is enabled by default. This schedules the report for the stored time. If Use dashboard time window checkbox is not selected, Time Window is enabled, which allows you to generate the report for a specific time window.
2. Optionally, select the required filter from the Select Filter drop-down. By default, the “No filter” option is selected.

Schedule Details

schedule_details

Optionally, you can enable Schedule Details section. If you would like to schedule the reports enable the Schedule Details check box and specify the following details, If you don’t want your report to be generated uncheck the Schedule Details check box.
1. Set up the schedule for the report by selecting the Frequency Type as “Hourly”, “Daily”, “Weekly”, “Monthly”, or “Yearly”
2. Enter the scheduled frequency time in the Schedule Frequency Time section to schedule report generation.
3. Enter/select the start time to generate the report from the Start Time field.

Report Action

Optionally you can enable Report Actions section by clicking on the Report Action check box.

You can find the two action buttons Email and Slack. Click the respective action button to configure the details for the reports. By default, the Email action tab is displayed if the Email Setting option is set to “on” in the Configuration > Basic settings page.

Email

report_Action

1. Enter the recipient email address in the Email To field.
2. To send a copy of the email, enter the email addresses in the Email CC field.
3. To send a copy of the email privately, enter the recipient email address in the Email BCC field.
4. If the generated report has no date for the specified Time Window then the email will be sent to recipient entered in the Warning Email field.
5. To send the generated reports to the recipients corresponding to the filter, select the Include Recipients in Filter checkbox. Refer to Set up Filters section for information on setting up the filter.
6. Enter the subject of the email in the Subject field.
7. Enter the message for the email in the Message field.
8. Select the parameter name from the Merge Parameter Name field. You can merge the Custom parameter names in the Subject and Message fields for the email with the generated report.

create_report

8. To send a copy of the report instantly, click the Mail Now button.
9. To save the scheduled report, click Save.
10. If the Email Setting option is set of “off” in the Email Configuration page, you can generate the reports using the Generate now option.

Slack

You can also schedule the slack for the report if the Slack Setting option is set to “on” in the Slack configuration settings page.

create_slack

1. Click the Slack action button. The Slack action tab is displayed.
2. Enter the Channel name or the username or the user id in the Send To field to which the reports have to be sent.
3. Enter the message for the email in the Message field.
4. Select the parameter name from the Parameter field and click Merge button. This enables you to merge the parameter names in the Message fields for the slack with the generated report.
5. Additional Information lets you send the parameter name to the Slack message. By default, the Additional Information option is enabled with the default parameters.
send_slack

6. To send a copy of the report instantly, click the Send Slack button.
7. If the Setting Setting option is set to “off” in the Slack Configuration page, you can generate the reports using the Generate now option.
8. Once the action tab details are configured click the Save button.

When the report is scheduled, you can view the scheduled report for the Dashboard.
view

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Custom Report

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Professional looking custom reports are ideal for sending to customers and important stakeholders.  Custom reports require report templates.  You can design a report template with header, footer, logos and more.  Then you can use this template to design a custom layout for the report.

Template Creation

Click on Templates in the main menu, then click on ADD NEW TEMPLATE button.

add_template

Template Details

template_detail

1. Enter the name of the report template in the Template Name field.
2. Select the required report template format from the Select Format dropdown. The available option is PDF.
3. Select the Page Size If the report template type is “PDF”, you can configure the report paper size with the following options – A3, A4, Letter, Legal and Tabloid.
4. Choose Page orientation (portrait or landscape)
5. Select the Font Family you can select the type of font in which the report needs to be generated.
6. Select the Introduction Page checkbox to add an introduction page to the beginning of the report. By default, the Introduction page is set for the scheduled report.
7. Click NEXT.

If the Introduction Page option is enabled then the list of pages on your report template is as follows:

  • Introduction Page
  • Report Page

You can set placeholder items to the pages. The items with the parameter will be replaced with the corresponding values during report generation.

Introduction Page

intro

Introduction page has three section: Header, Main, and Footer

Here are some tips for working with the custom tools for Introduction page:

  • Header and Footer – The Header is a section that appears in the top margin, while the Footer is a section that appears in the bottom margin. Headers and footers generally contain additional information such as page numbers, date, report title, and logo. You can set the information by dragging the report template items like Pagination(Dynamic), Time Window(Dynamic), Report Title(Dynamic), and Image(Logo) to your desired position.
  • Note: If Header and Footer sections are enabled it’s common across all the pages (Introduction and Report page).
  • You can change the background color of the Header/Footer. To choose a background color for the header/footer section. Click the Color bar and choose the color scheme you want to apply.header
  • Apply layout to all pages – Report template items present in the header or footer of the Introduction page will appear on the Report page.
  • Properties – You can set report template items to the report with the help of the following properties.
    Note: Items with dynamic are parameters. The items will be replaced by the value during report generation.

    1. Text – You can add text to your page with the Text item.
      • Click and drag the Text item to the desired position in header/main/footer section
        text
      • Double-click the item. Type your text in the text area.
      • To format the text,
        • Select the text you want to modify
        • To apply the formatting, click one or more of the formatting buttons on the Mini-Toolbar: Font Size, Underline, Strikethrough, Bulleted list, Alignment or Font Color.
          modify_test
        • Click the save icon.
      • To delete, the object on the object hover click the delete icon.
      • To edit, double click the object perform the necessary changes and then click the Save button
      • To increase or decrease the size in one or more directions, You’ll see a box around the object with dots along the edges and in the corners, click, hold down the mouse button and drag a sizing handle inwards to shrink or outward to enlarge.
      • Note: Delete, Edit, Format or Resize options of the report template item(Text) is similar to following subsequent items.
    2. Image(Logo) – You can add logo to the page with the Image(Logo) item
      • Click and drag the Image(Logo) item to the desired position in header/footer sectionimage_logo
      • Double-click the item and choose the image that you want to set as the logo.
    3. Image(Background-image) – You can add background image to the Introduction page with the Image(Background-image) item
      • Click and drag the Image(background image) item to the Main section.
      • Double-click the item and choose the image that you want to set as the background image.
        bg
      • To increase or decrease the size in one or more directions, You’ll see a box around the object with dots along the edges and in the corners, click, hold down the mouse button and drag a sizing handle inwards to shrink or outward to enlarge.
    4. Date & Time(Dynamic) – You can add the current Date and Time to the page with the Date & Time(Dynamic) item.
      • Click and drag the Date & Time(Dynamic) item to the desired position in header/footer section
        drag
      • To save the object click the save icon
    5. Time Window(Dynamic) – You can add the scheduled Time window to the page with the Time Window(Dynamic) item
      • Click and drag the Time Window(Dynamic) item to the desired position in header/footer sectiontime
      • To save the object click the save icon.
    6. Report Title(Dynamic) – You can add the report title to the page with the Report Title(Dynamic) item
      • Click and drag the Report Title(Dynamic) item to the desired position in header/main/footer section
        report
      • To save the object click the save icon.
    7. Pagination(Dynamic) – You can add the page numbers to the page with the Pagination(Dynamic) item
      • Click and drag the Pagination(Dynamic) item to the desired position in header/footer section
        footer
      • To save the object click the save icon.
      • When the Apply layout to all pages option is enabled in the Introduction page then the report template items present in the Introduction page Header/Footer section will be available on the subsequent Report pages also.
        layout
      • To save the report template click the SAVE button.

Report Page

If the Apply layout to all pages options is NOT enabled, click the NEXT button to customize the Report page Header/Footer section with the report template items.

intro

In the report page, the main section is the Dynamic chart area where you can drag and drop the Kibana chart at the time of report creation.

drag

You can drag and drop the needed report template items.

Note: Image(Background-image) object is not available for the report page
After customizing the report , you can click the SAVE button. To discard the changes and use default template, click RESET button.

template_header

The custom template will now be available in the list under Templates menu

menu

Custom Report Creation

Once the template is created, you can create a custom report using the new template. The steps below describe how to use the template in an existing report and customize it. You can also create a new custom report using the template.

To edit the scheduled report, click the edit icon in the Skedler home page
report_page

Report Design

1. Select a previously created template from the Select Template drop-down to generate a custom report. To preview the selected template, click VIEW TEMPLATE button
view

2. Upon selecting the template, you will be navigated to the Custom Layout page. You can also select Custom Layout radio button to navigate to the Custom Layout page. The left panel displays the list of charts present in the Kibana dashboard. The right panel is the Report page of the template where you can drag and drop the charts to the Main section.

custom

3. To add charts to the Main section, drag and drop the Kibana dashboard charts displayed on the left panel of the Custom Layout page to the desired position.

position

4. To increase or decrease the size in one or more directions, You’ll see a box around the object with dots along the edges and in the corners, click, hold down the mouse button and drag a sizing handle inwards to shrink or outward to enlarge.
To delete the chart from the page click the trash icon.

5. Click ADD PAGE to add subsequent page. Initially, the Report page count is 1. The page count increases when a new page is added.

add_page

6. Once clicked the current page scrolls up and the newly added page is visible where you can drag and drop the required charts in the desired position and the Report page count is increased.

count

7. To delete the page, click the delete page icon.

delete

8. To instantly preview the report with the added charts click the PREVIEW button.

preview

9. To save the custom report click the SAVE button. On the custom report save, your are navigated back to the Schedule report page.

save

On save, you are navigated back to the report page. Click the UPDATE button to update the custom report.

update

You can now view the scheduled report on the Dashboard. The report now uses custom template and layout.

view

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Report Bursting

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Report bursting is a method of producing a set of reports containing personalized content that is based on a common report definition. You can use Filters to create reports with personalized data for recipients.   For example, you can use report bursting to send the website visitor metrics reports for each country to the respective country marketing managers.  

Filter Creation

Set up Filter Lists

1. Click on Filters in the main menu, then click ADD NEW FILTER button to create a filter list.

new_filter

2. Enter the name of the filter list in the Filter List Name field.

list

3. Filter list can be added using the following ways – uploading an excel file or creating an empty file.

  • To upload the excel file, click the UPLOAD FILTERS FROM .XLSX FILE button. Please note that only .xlsx file format is supported.

    • Select the Excel file with filters, recipients, folder and customparam columns. A sample Excel file format is shown below. The recipients can be an individual email address, email mailing list or bank cell. The filter consists of the lucene/kibana query filter. The folder is the name of the sub-folder in which the report needs to be generated. You can assign values to custom parameters based on the name and value for the filter query.
      excel
    • Click the CREATE button to create the filter list with query filters
      ceate_filter

4. Click on the edit icon to edit the filter. The filter query list page is displayed. Click the edit icon to edit the filter query, and then click the Add/Edit Parameter to add custom parameters to the query filter. The Custom Parameter page is displayed. Click the Add Parameter button to add the custom parameter. Select the Parameter Name from the drop down and assign a specific value, and click Save button to save the Custom Parameter temporarily.

custom-parameter

5. Click the save icon to save to entire row of Report Filter, Report Recipients, Folder Name and Custom Parameter.

custom-parameter

Reports with Filters

Once the filter list is created successfully, you can configure filters either to the existing report or create a new report with filters. The steps below describes how to use a filter with the existing scheduled report.

1. Click the edit icon in the Skedler Home page

edit

Filter Details

1.Specify the custom filter in Filter Details

  • Select the required filter from the Select Filter drop-down. The drop-down displays all the existing filter list created.
    select_filter
  • Click the UPDATE button, to update filter details of the schedule report
    update_filter

Dashboard

You can now view the scheduled report in the Skedler Reports dashboard. This filter has been updated for the scheduled report

dashboard

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