Login to URL: https://tathya.hotwax.io/
First, check whether the database is configured for the project.
- Go to SQL Lab > SQL editor
- Select Database [DemoOms] and Schema [odbprodhc] from the dropdown options
- Add a new tab(Ctrl+t) and enter a Query of the report
- Click on Run(Ctrl+Return) and check the output
- Then click on ‘Create Chart’
- A popup ‘Save or Overwrite Dataset’, add the name of the report in the field name ‘Save as new’.
There is also an option to add ‘Overwrite existing reports’. - Save the report name by clicking ‘Save and Explore’
- Add the chart’s name and if a required user can add or remove columns.
- Click on save and add to the dashboard if required.
- Now go to settings, and select ‘Alerts and Reports’
- Switch on the ‘Reports’ tab and click on the “+Reports” icon
- Enter the details - Report Name, Owners, Description
- Schedule a Report schedule time(day, weekly) and timezone according to requirement
- Select message content as “Chart”, select the report from the dropdown, and choose the option “Send as CSV”.
- Add notification method as “Email” and add Recipients.
- Then Click on ‘Save’
Finally, reports get scheduled at a particular time with the generated record.