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Viewing report and document results in your history list

Your History List is an area inNumerify360 for IT where you can store reports and documents from various sources:

• While executing: You can designate report or document results to be stored in your History List while you are executing the report or document. While the execution process is running, the Wait page displays several options, including the option to have the results stored in your History List. This allows you to perform other actions, for example while waiting for a large report to execute, and to review the results at a more convenient time.
• While viewing: You can send the results of a report or document to your History List while you are viewing the results. After you execute the report and the results are displayed, from the File or Home menu you select Add to History List. For a document, you can click the menu icon Menu icon (the hamburger) on the right, and select Add to History List. This places a copy of the results in your History List for you to view again later.
• Delivered from a subscription: If you own the Distribution Services, you can have report or document results automatically sent to your History List on a specific schedule. For steps to subscribe to a report or document to be delivered to your History List, see How to Schedule a Report or Document to be Sent to the History List.

You can use the History List to perform the following tasks:

• Keep shortcuts to previously run reports and documents, like the Favorites list when browsing the Internet.
• Perform asynchronous report and document execution. For example, multiple reports can be run at the same time within one browser, or pending reports can remain displayed even after logging out of a project.
• View the results of scheduled reports and documents.

  Report and document results do not remain in the History List indefinitely. The number of results that each user can have in the History List and the length of time they remain there are defined by your administrator. Documents are usually composed of multiple reports, and each report in each document is counted as one entry in the History List. Therefore, a document takes up more available space in the History List than a report does.

  To View Report and Document Results Stored in Your History List

  1. From the upper left of any page, click the , then select History List.
  2. Click any report or document name to display the results.
  • If the report/document you want to view is not yet available, the Status area displays information about the report/ whose results you want to view. For details on status, see below.
  • The results of scheduled reports/documents in the History List appear as archived results. An archived result contains data that was current at the time the report/document was executed and stored in the History List. If you have a report/document scheduled to arrive in your History List frequently, the report's results may appear multiple times in the History List especially if you do not check your History List daily. The data in each result (each link to that report/document) reflects the data that was current when the report/document was executed and stored in the History List.
  • When you retrieve an archived result, the report name is prefixed with (Archived), and the following operations are not available on the report's results page: refresh, re-execute, re-prompt, view details, apply a view filter, rename, drill, create a derived metric, subscribe, email, filter on selections, Report Objects tab, save in My Reports or Shared Reports, save the templates and filters separate from the report/document.

  To View the Status of a Report or Document in Your History List

  You can see whether you have viewed a set of report or document results in the History List. You can also see if a report/document has not executed yet, or has failed to execute.

  1. From the upper left of any page, click the , then select History List.
  2. Click Refresh my History List to update all current statuses.
  3. View the Status column to see the status of the report/document, as follows:
     • Ready: The execution of the report/document is complete. Click the link to see the results.
     • Waiting in Queue: The requested report/document has not yet executed. The report/document is executed when all reports ahead of it in the queue are completed or removed.
     • Error: The report/document execution process returned an error or was invalid. Click the link to see the error page. If the report/document can still execute successfully, you may be sent to the wait page while the report/document executes. Some reasons for an invalid report/document include a report/document that has been removed or changed in the system, has problems with its definition, or contains errors of another type.

  To Sort the List of Reports and Documents in Your History List

  You can sort items in the History List by Name, Status, or Message Creation Time (which is the time when the report or document was finished executing so it could be sent to the History List).

  1. From the upper left of any page, click the , then select History List.
  2. Click the sort triangle in either the Name, Status, or Message Creation Time column headings. The reports and documents are sorted according to the selected column heading. Click again to reverse the sort order.

  To View the Reports that Make Up a Document

  When documents are added to the History List, they are displayed in the History List as one item. You can see which individual reports make up the documents in the History List.

  1. From the upper left of any page, click the , then select History List.
  2. Select the Show children reports for documents icon at the top right of the History List. A list of reports is displayed for each document in the History List.

  To View the Details About a Report or Document

1. From the upper left of any page, click the , then select History List.
2. Click the Details icon in the row that contains the report or document whose details you want to view. The Report Details or Document Details page opens. Some fields may not be displayed if the information is not available; for example, not all reports have a filter applied to them.