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Reporting solutions overview page
Jonas Østergård Bæk avatar
Written by Jonas Østergård Bæk
Updated over 2 weeks ago

You can access all created reports easily from the overview page. To access the overview page, follow these steps:

  1. Go to the left-hand menu.

  2. Select Data and reporting.

  3. Choose Reporting solutions.

Once you land on the Reporting solutions overview page, you will find a list of all the created reports. From this page, you can take various actions, as explained below:

On the Reporting solutions overview page, you can find the following information:

  • Report name

  • Type of created report

  • Last edited date

  • Status of the report

You can filter and sort the table of reports using these parameters.

Furthermore, specific actions for each report can be accessed through the 'More' menu, indicated by three dots on the right side of each report.

1. How to edit the report

If you want to access a report and make changes, you can follow these steps:

  1. Click on the 'More' menu.

  2. Choose 'Edit configuration'.

Alternatively, you can simply click on the card with the required report name.

By doing so, you will be taken to the same flow as during the report setup, where you can easily update the required values.

2. How to activate the report

Activation is only required if a report was created and saved as a draft or if it has been paused.

To activate the report, follow these steps:

  1. Click on the 'More' menu.

  2. Choose 'Activate configuration'.

Once you have completed these steps, your report will be activated and it will start running.

The same applies if you have paused a report for any reason and want to activate it again.

If you need to perform the vice versa action, such as pausing an active report, you can follow the same actions as explained above, but choose the option 'Pause configuration'.

3. How to run a report immediately

In addition to scheduled report updates, there is an option to run a report immediately.

To run the report immediately, follow these steps:

  1. Click on the 'More' menu.

  2. Choose 'Run now'.

Once you have completed these steps, your report will be triggered to run immediately.

4. How to view the detailed status of a report

If you want to view the detailed status of your report, you can do so by following these steps:

  1. Click on the 'More' menu.

  2. Choose 'View detailed status'.

This will open a popup window displaying the detailed view of the status for your report.

5. How to access a BigQuery table for this report

If you want to access a BigQuery table for the report, you can do so by following these steps:

  1. Click on the 'More' menu.

  2. Choose 'Go to table in BigQuery'.

This will open the corresponding table in BigQuery.

6. How to create a dashboard in Looker studio

To use this option, your report should be in 'Active' status.

If you want to create a dashboard in Looker studio for the first time using the created report, follow these steps:

  1. Click on the 'More' menu.

  2. Choose 'Create dashboard'.

This action will take you to Looker studio, where you can create the dashboard.

If you have already created a dashboard before, you can access your dashboard in Looker studio through the same actions as explained above.

7. Changing the "from date"

When setting up reporting solutions in Alvie, connectors automatically backfill data for 400 days by default. However, this period can be adjusted by changing the "from date" on the connectors that were automatically generated.

It is currently not possible to change system-generated connectors in the UI. Please reach out to Alvie Support to have them make this change for you.

This change will be applied during the next scheduled run, enabling custom backfill periods as needed.

8. How to delete a report

If you need to delete a report, you can do so by following these steps:

  1. Click on the 'More' menu.

  2. Choose 'Delete configuration'.

You can also refer to the steps demonstrated in this video for a visual guide on how to delete a report.

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