Skyve applications can include pre-built reports which users run on demand, and which administrators can schedule to be generated and emailed automatically. (For ad-hoc exporting and charting of list data, see List Functionality instead.)

Running a report

The Reports menu item is available in the default (responsive) interface to users with the BasicUser role. The list shows the enabled reports available to you — if a report is restricted to a specific role, it only appears when your user holds that role.

  1. Login to your application.
  2. Navigate to the Reports menu group, and select Reports.
  3. The list shows the Name and Description of each report you can run. Zoom into the report you want.
  4. On the Report Details tab, fill in any values in the Report Parameters table (for example a date range, or a record to report on).
  5. Click Download Report. Your browser will download the generated report in the report’s configured output format.

Scheduling a report

Reports can be scheduled to be generated automatically and emailed to selected users — for example, a weekly summary emailed to managers every Monday morning.

Prerequisites: Your application has its SMTP settings configured, and your user has the DevOps or SecurityAdministrator role. The Report Schedules menu item is only available in desktop mode (see Switching Interfaces).

  1. Login with a user which has the DevOps or SecurityAdministrator role.
  2. Switch to desktop mode, then navigate to the Reports menu group and select Report Schedules.
  3. The list shows each enabled report and a plain-English description of its current schedule (if any). Zoom into the report you wish to schedule.
  4. On the Schedule Details tab, tick Scheduled to enable scheduling. The scheduling options will then be displayed.
  5. Add the recipients to the Users to Email list.
  6. Select the user the report should run as in the Run As lookup — the report will only include data this user is permitted to see.
  7. Select the required frequency in the When To Execute section (hours, days, months and weekdays), and optionally a Date Range To Execute.
  8. Click Save.

Report Manager and Report Designer

The Report Manager and Report Designer menu items (desktop mode, DevOps role) are developer tools for creating and maintaining the report templates themselves, including exporting and importing report specifications between environments. Report design is covered by the Skyve developer guide.