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Create a Report

To create a business view, sign in to the Angles Hub and perform the following steps:

  1. Overview and Report

  2. Configuration

  3. Schedule Reports

  4. Sample Results

  1. Overview and Report

    1. Click Search. The Search page is displayed.

    2. Enter the name of the business view on which you want to create a report, and then click the Search icon. The search results are displayed.

    3. Click Create Report corresponding to the business view you want to create a report.

    4. On the Overview tab, you can edit the name, description, and other information for your report.

    5. Select Snapshot if you want to add a personal report configuration to the report.

    6. Click Report. The Report tab is displayed.

    7. Select the applicable columns for your report.

    8. Optionally, drag tables to the Main section, select columns, and create joins for your report.

    9. Click Save Report.

  2. Configuration

    1. Click Configuration. The Configuration tab is displayed.

    2. If you have selected Snapshot on the Overview page, you can add personal report configuration.

      To add a personal report configuration, perform the following steps:

      1. Click Add Report Configuration.

      2. In Configuration, enter a name for the configuration.

      3. Select the required column names you want to add to the report.

      4. Click Add Filter. The Filter Configuration window is displayed.

      5. Enter the required details and click Save.

      6. Click Save Configuration.

    3. To edit the existing configuration (global or non global), click the Ellipsis icon corresponding to the configuration you want to edit.

    4. Click Edit.

    5. To add filters to the report, click Add Filter. The Filter Configuration window is displayed.

    6. Provide the required details and click Save.

    7. Click Save > Save Configuration.

  3. Schedule Reports

    You can schedule reports only if you have selected Snapshot on the Overview page.

    1. Select Scheduler. The Scheduler tab is displayed.

    2. To schedule the jobs regularly at a scheduled time, enable the scheduler and select the appropriate time.

    3. Select Create Snapshot to schedule the reports.

    For more information on scheduling reports, see Scheduler.

  4. Sample Results

    1. Click Sample Results. The Sample Results tab is displayed.

    2. In Identity Providers, select any value from the list.

    3. Click Filter icon.

    4. Provide the required details and click View Results.

Scheduler

The scheduler in Angles Hub is a feature designed to automate the execution of tasks and reports within the Angles for Oracle environment. It allows users to set up schedules for running specific jobs at predetermined times, ensuring that critical data processing and reporting tasks are performed consistently and efficiently.

To enable scheduling for your report, select Enable Scheduler. This will activate the scheduling feature for your report.

Note: You can schedule reports only if you have selected Snapshot on the Overview page while creating a report.

Set Up Your Schedule

You can set up your schedule either by setting frequency options or by entering a cron expression.

Set up frequency options

Frequency Options: Choose from Daily or Weekly.

  • Daily: The report will run every day at the specified time.

    • Time: Select the time you want the report to run. For example, choosing "12:00 AM" will schedule the report to run at midnight UTC.

    • Repeat every: Select day or weekday.

  • Weekly: The report will run once a week on the specified day.

    • Time: Select the time you want the report to run. For example, choosing "12:00 AM" will schedule the report to run at midnight UTC.

    • Repeat every week on: Select the days when you want the schedule to run.

Cron Expressions

Crontab is a tool used to schedule tasks to run at specific times or intervals.

A cron expression consists of five or six fields, each representing a different time unit:

  1. Second (0 - 59)

  2. Minute (0 - 59)

  3. Hour (0 - 23)

  4. Day of the month (1 - 31)

  5. Month (1 - 12 or JAN - DEC)

  6. Day of the week (0 - 7 or SUN - SAT, where 0 and 7 both represent Sunday)

  7. Year (optional, e.g., 2025)

Examples of Cron Expressions:

  • 0 0 12 * * ? - Run at 12:00 PM (noon) every day

  • 0/5 * * * * ? - Triggers every 5 seconds starting from second 0

  • 0 0/5 * * * ? - Triggers every 5 minutes starting from the 0th second

  • 0 0 0/5 * * ? - Triggers every 5 minutes starting from the 0th second and 0th minute

  • 0 0 0 * * ? - Triggers every day at 12:00 AM

  • * * * ? * * - Every second (not practical for most use cases)

  • 0 * * ? * * - Every minute

Special Characters

  • *: Represents all possible values for a field. For example, * in the minute field means "every minute."

  • ? : Used in the day-of-month and day-of-week fields to indicate no specific value.

  • /: Specifies increments. For example, 0/5 in the minute field means "every 5 minutes starting at minute 0."

Conversion from EST to UTC

EST is UTC-5 during standard time. Therefore:

  • 9 AM EST = 2 PM UTC (14:00)

  • 12 PM EST = 5 PM UTC (17:00)

  • 2 PM EST = 7 PM UTC (19:00)

If you want to schedule the report daily at 9 AM EST, you need to schedule the report at 14:00 UTC (0 0 14 * * ?).

Create a Snapshot

Once you've set up your schedule, click the Create Snapshot button to initiate the creation and population of the snapshot.

For more information on snapshot, see Snapshot.

Scheduled Audit History

In the Scheduled Audit History section, you can view the history of scheduled audits, including the name, latest status, start time, next fire time, and the cron expression used.

Snapshot

A snapshot is a pre-aggregated, filtered dataset generated from a larger source table at scheduled intervals. It acts as a foundational layer for subsequent reporting and analytics, ensuring consistent, high-performing queries. In this case, the AP Checks Snapshot for 2024 serves as the base dataset for all related reports.

Key Features of Snapshots

  • Pre-Filtering: Snapshots are designed to include only relevant data (e.g., Year = 2024) to optimize performance.

  • Scheduled Refresh: Snapshots are updated at predefined intervals (e.g., daily at 9 AM, 10 AM, and 12 PM) to ensure data freshness.

  • Foundational Dataset: All child reports are expected to inherit the filters and structure of the base snapshot, avoiding direct queries on the raw dataset.

Snapshot Configurations

  • Global Snapshot Reports: These are centrally configured snapshots designed to be reused across multiple derivative reports, ensuring consistency and reducing the query load on the system.

  • Non-Global Snapshot Reports: Personalized or localized reports that may not fully inherit the base snapshot’s filters and configurations, potentially leading to discrepancies if not configured properly.

Role of Snapshots in Reporting

  • Base Snapshot Creation: The base snapshot table is created at scheduled times.

    Filters like Year = 2024 are applied to predefine the dataset.

  • Child Report Inheritance: Derivative reports use the snapshot table as the source.

    Additional filters, such as date ranges (Jan 1-31), operating unit (OU=US), or specific criteria (Supplier type=Minority), refine the dataset further without bypassing the snapshot.

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