Report frequently asked questions

Currently, the refresh time of reporting data varies by product. Most products' data refresh utilizes an incremental load methodology. This means, on an interval basis, our database looks for changes in the product databases based on the modified date on the records. Based on the detected changes, the reporting database updates accordingly.

Some products have implemented the architecture for entity change on some or all of their database entities. For those entities we can leverage a trigger-based refresh. This means the fresh data will be reflected in the reports and APIs in near-real-time (five minutes or less).

The rule of thumb, however, is twenty minutes or less for all reports.

Some reports will have a “Last data refresh” timestamp in the header.

The following permissions are applied to reports:

• To access reports, you need the View reports permission under Suite Administration > Roles and permissions > Reporting > Reports.

• To run reports embedded in other applications, but not access the report list in Report, you need Suite Administration > Roles and permissions > Reporting > View integration reports.

• You can show or hide reports for the whole organization. This can be found in Report > Settings > Report visibility. There is also a permission under Suite administration > Roles and permissions > Reporting > Reports called Manage organization report visibility.

All reports filter data the user can see based on projects they are assigned to in InEight Platform.

For the Compliance and Web Completions reports, the security is based on the user's OBS, module and Reporting tag assignments.

For report enhancements, you can open an InEight Support ticket or contact your InEight representative, providing the following information:

• Screenshots from the application where the requested data can be found.

• Mapping document of logic/calculations referencing the screenshots.

• A mock-up of what the desired output will look like or a marked-up version of the existing state of the report.

We are held to a two-minute window to run report queries and return data when running reports in the application. Sometimes the volume of the data and the complexity of the report code violate this two-minute rule and the report will “time-out”, rendering a blank page and making it look like there is no data.

A work around for this is to set up a subscription for the report (you can use the Send now capability as well). Or you can utilize the Sent to file storage functionality.

With these kinds of issues, it is important to know if it is all users or just single users not getting emails.

Subscriptions have a 30-minute window to run the report queries. This could pose a problem if your subscription is running at a high-volume time.

You can try adjusting the subscription time to 5-15 minutes to avoid busy times. You can do this by manually typing in a time in the subscription wizard instead of selecting an option presented in the UI.

The “user” that’s being referenced here is the SSRS Server (this is the mechanism used for processing and sending subscriptions). If your report has timed out, meaning it has reached the 30-minute window and has not completed, the server will cancel the report run. We understand that this verbiage is misleading, but it unfortunately cannot be changed.

Log in to the application in the browser and click the link from the email again to prompt the download again. You must have an active session to access the file download.

Additionally, there is an InEight Platform permission required to download these documents. Users will need the Download document permission under Suite administration > Roles and Permissions > Organization and project > Documents > View documents.