IQM Corporation

Default landing page for report app is listing view of all the reports created under your account. 

You can manage your report/s by various ways 

Click through action to schedule a report.

Inline click through information of the dimensions attached to particular report.

Delete the report by clicking on delete icon. 

- Click through action to schedule a report.
- Inline click through information of the dimensions attached to particular report.
- Delete the report by clicking on delete icon. 
- Download csv/xls version of report . 

Viewing of the dimensions attached to particular report

It will open a popup having all the dimension associated with that report. 

Left panel will have dimensions and right panel of the popup will have filtered values(If any) .

1. Click on count and dimensions CTA. 
2. It will open a popup having all the dimension associated with that report. 
3. Left panel will have dimensions and right panel of the popup will have filtered values(If any) .

Select the report you want to edit from the list of reports from right panel .

It redirects to the detailed view of the that report. 

1. Select the report you want to edit from the list of reports from right panel .
2. Click on Run Now .
3. It redirects to the detailed view of the that report.

4. You can update your selections in this view and click on Update Changes.

Select the report you want to delete from the list of reports from right panel. 

it will ask for confirmation to perform delete operation of the report.  

1. Select the report you want to delete from the list of reports from right panel. 
2. Click on Delete/Bin icon. 
3. it will ask for confirmation to perform delete operation of the report.

4. Once you click on Delete , Report will be deleted.

Select the report you want to duplicate from the list of reports from right panel. 

It redirects to the detailed view of the that report .

1. Select the report you want to duplicate from the list of reports from right panel. 
2. Click on Run Now. 
3. It redirects to the detailed view of the that report .
4. Select Duplicate icon .

A new copy of the report will be generated. This process will not duplicate the sharing schedule associated with the original report.

Subscribe to a report (To share a report or schedule recurring report sharing)

Select the report you want to subscribe from the list of reports from right panel.

Enter the email addresses subscriber’s email.

Select the frequency that the report will be delivered.

1. Select the report you want to subscribe from the list of reports from right panel.
2. Click on subscribe icon .
3. Enter the email addresses subscriber’s email.
4. Select the frequency that the report will be delivered.

One time now - It sends report one time at the same time.

Daily until - It will ask for end date till this subscription is needed.

Weekly until - It asks for end date and day of the week till this subscription is needed.

Monthly until - It asks for end date and day of the month till this subscription is needed

5.Select XLSX or CSV to choose the file format for the report.

 1. Select the report you want to download from the list of reports from right panel.

Listing view

Viewing of the dimensions attached to particular report

Edit a report

Delete a report

Duplicate a report

Subscribe to a report (To share a report or schedule recurring report sharing)

Download a report