Managing Reports
  • 20 Mar 2024
  • 1 Minute to read
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Managing Reports

  • PDF

Article Summary

Overview

You can create a new Test or Job Execution History report by expanding the My Report Views folder on the Reports tree and selecting Manage Reports.

You can also embed Tableau Server dashboards in Validatar in the Manage Reports section. To create a Tableau report, you must have the Tableau Workbook Name and the View Name.

Creating a Job or Test Execution History Report

From the Reports tree, click Manage Reports.
2. Click New Report.
4. Enter the report name.
5. Choose Job Execution History or Test Execution History as the report type.
6. Enter a description. (optional)
7. Choose the report visibility.
8. Click Save.

Creating a New Tableau Report

Prerequisite Required

Before you create a new report, ensure that a global admin has connected your organization's Tableau Server to Validatar. This setting is found under Settings > Configuration > Reporting. Learn more about this setup here.

Any Validatar user can create a new report.

  1. From the Reports tree, click Manage Reports.
  2. Click New Report.
  3. Enter the report name.
  4. Choose Tableau as the report type.
  5. Enter a description. (optional)
  6. Choose the report visibility.
  7. Enter the Tableau report path in the following format:
    • [Workbook Name]/[View Name]
  8. Click Save.

Managing Reports

  1. From the Reports tree, click Manage Reports.
  2. Select either the white space next to the name and click Open or click the configuration icon next to the name to view the report details.
  3. Make any necessary changes, then click Save.
  4. To delete a report, select the white space next to the name and click Delete.
Delete Note

You can restore a report immediately after deleting it. Once you navigate away from the reports page, you cannot restore the report.


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