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

Collect Image

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

3. Advanced Settings

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