Manage Self Service Reports

This applies to: Visual Data Discovery

After you have successfully connected to your data stores and configured your data sources in Symphony, you can immediately start using your data to generate self service reports. Quickly build, edit, and filter reports. Group your data and apply conditional formatting to highlight specific information. Add header and footer information to provide context to the information you're presenting in each report.

A self service report is an easy to create from a data source. Create as many self service reports as you need to share with users add to an SFTP location (if enabled in your environment), distribute as a PDF, or share as a scheduled dashboard report.

Before you begin, make sure that the data sources you want to use have been added and you have privileges to access the sources and create reports.

• Use the Self Service Reports Library

• Create Self Service Reports

• Edit and Delete a Self Service Report

• Scheduled Self Service Reports and Dashboard Report Prerequisites

• Use the Report Icon Bars

Note: You can force Symphony to bypass the visualization cache and query the underlying data source by selecting the Refresh icon in the reports icon bar.