Reports Overview
Reports are essential for interpreting complex data and delivering quick, actionable insights. A lightweight, built-in visualization feature enables efficient report creation and supports compelling data exploration.
Personalized Reporting Experience
To streamline access, users can mark specific reports as favorites. These reports are stored in a personal workspace, creating a customized dashboard for quick access to frequently used items. This feature ensures users can easily retrieve reports most relevant to their tasks.
Advanced Reporting Framework
Beyond basic report creation, an advanced Reporting Framework enables the automated generation of insightful reports. This framework uses the following SQL components:
Detail SQL
Filter SQL
Chart SQL
These components extract and visualize key information, such as user login activity, schemas, tags, and tables.
Custom Report Creation
Reports can be tailored to specific requirements using SQL queries. This customization provides flexibility, allowing users to uncover deeper insights that align with their specific business needs.
Key Reporting Capabilities
Effortless Report Creation A user-friendly reporting framework simplifies the creation of custom reports, enabling organizations to extract meaningful insights from their data with minimal effort.
Streamlined Report Management Grouping reports under Report Groups enables efficient security management, allowing administrators to assign access rights easily.
Integration with BI Tools Seamless integration with popular Business Intelligence platforms, such as Power BI and Tableau, enables a unified approach to data visualization and reporting.
User-Friendly Query Sheet The Query Sheet stores historical queries, allowing users to retrieve and reuse past SQL queries when building custom reports.
Lightweight Visualization A range of basic chart options—including bar charts, line graphs, and scatter plots—allows users to visually represent data directly within the platform.
Effortless Publishing Visualized reports can be published with ease, making them readily accessible from the Data Catalog Report Group.
User Permissions
Viewing Reports: Users or roles with Meta Read permission can view reports. This access allows users to see report content but not modify the report’s structure or underlying data.
Creating Reports: Users or roles with Data Read permission can create new reports. This access enables users to retrieve information from data sources and generate reports based on the available data.
Customizing Reports: Users or roles with Data Write permission can customize reports. This access allows users to modify the report’s content, structure, and data to suit specific requirements.
OvalEdge Pre-Designed Reports
A variety of pre-designed reports are available to help analyze different aspects of data usage. These reports offer insights into user activity, content modifications, data organization, and security.
This section outlines the available pre-designed reports and how each supports specific data management objectives, such as monitoring user behavior, optimizing data structures, and enforcing security protocols.
Generating Pre-Designed Reports
To generate the pre-designed reports:
Log in to the OvalEdge application.
From the left menu, locate and click on the Administration module.
Within the Administration module, find and click on Advanced Jobs. This will take you to the main page, which displays all existing advanced jobs in the system.
In the list of advanced jobs, locate the "Load oereportext table for reporting framework" job, which is used for the reporting framework. To find it quickly, use the search feature by clicking on the search icon in the Name column.
Select the job and click on the Run Advance Job button. This action will execute the selected job, and you will receive a confirmation message indicating that the job has been successfully submitted, along with a unique Job ID.
To validate whether the Job is run successfully or not, click on the Jobs module from the left menu. The Jobs main page with all the advanced jobs existing in the system is displayed.
In the Jobs list view, verify the Job Status with reference to the Job ID and Job Name columns.
Once the Job Status column is updated with SUCCESS, navigate to the Data Catalog module and view the Reports.
Accessing Pre-Designed Reports
To view the reports generated using advanced jobs.
Navigate to the Data Catalog module.
Within the Data Catalog, locate and click on the Reports tab. This tab provides access to all reports available in the OvalEdge application.
The reports that are generated using advanced jobs will be displayed under the Connector Name as “ovaledgedb” and the Report Group as “OvalEdge Reports”.
For example, click on the Top 20 users by lifetime visits Report Name; this will display the detailed view of that particular report.
In the report's detailed view, you will see a brief overview of the report's purpose and content. The metadata information, including business descriptions, tags, terms, and relevant dates associated with the report is displayed.
OvalEdge offers several user actions that you can perform on the report, such as:
Adding the report to your watchlist for easy access.
Applying tags or terms to categorize and organize the report.
Adding the report to the default project for better project management.
Raising service requests for report metadata changes, report creation, or addressing data-related issues.
Certifying the report for data accuracy and reliability.
Marking the report as a favorite for quick retrieval.
Configuring search keywords to enhance discoverability.
Reports are typically presented in a visual chart format, allowing you to see data trends at a glance.
You can drill down into the chart to access granular data in a tabular format. Clicking on specific data points in the chart will display detailed information related to those points.
If needed, you can download the report to your desktop for offline reference or further analysis.
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