How to create an External Report from Sisense

This article will show you how to create an External Report that is linked to a report from your Sisense server and is based on the assumption that you have already established a connection with Sisense server.

1. Access New > External Report > Sisense

Access New > External Report > Sisense

The New External Report screen opens. Provide the following information:

  1. Give your new External Report a Name
  2. Report Type: If there is no required Report Type in the list, click the Plus (+) button and create a new one.
  3. Define whether you want report content to be updated manually or automatically. In case you choose Automatic Collection, define the following settings:
    • Define the Report Image Trigger from drop-down list
    • Select the Plugin Connection Profile you have created for Sisense. For more details refer to: Establish Connectivity to Sisense
    • Report: Select a required workbook available from the selected connection profile
  4. Click Next: define details to proceed with Report creation.

2. Collect Image

Scroll down to the bottom of the page and click Collect Image.

3. Advanced Settings

  1. Collect Image:
    • Always collect all instances of external report: Collect all images and cache them on a schedule.
    • On Demand: only when needed for distribution: Individual images are only collected when they need to be included in an email.
  2. Enable and Publish

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