Performing Common Tasks in Xactly Analytics

This section explains how to perform common tasks in Xactly Analytics.

How to…

Refresh a Dashboard or Analytics Report

When populating a dashboard or running a report, Xactly Analytics uses temporary
storage areas, called caches, to save frequently accessed or recently accessed
results. Storing certain results in cache helps to improve performance.

You can use the refresh feature to make sure that your report bypasses saved information
in the cache and is issued to the Xactly Analytics Server for processing.

1. Navigate to the dashboard or report.

2. Click the appropriate button to refresh the data.

Do the following:

• To refresh a dashboard, the Screen Shot 2016-08-17 at 9.35.01 AMbutton (in the upper right corner), and choose
Refresh in the menu that appears.
• To refresh a report, click the Refresh link (near the bottom of the page).

 

Print a Dashboard or Saved Report

You can display printer-friendly versions of dashboards and saved reports. A printer-friendly version does not contain any extraneous links or other hypertext items.
You can print using HTML or Adobe PDF (Portable Document Format).

note: The HTML method of printing relies on the print handling capabilities of your
browser. If you do not get the results you want, choose PDF to open and then print the
dashboard or result.

1. Navigate to the dashboard or saved report.
2. Create a printable PDF or HTML file.

Do the following:

• On a dashboard, click the Screen Shot 2016-08-17 at 9.35.01 AM button (in the upper right corner), and choose
either Print > Printable PDF or Print > Printable HTML using the cascading menu.
A new window appears displaying the PDF or HTML report.
• On a saved report, click the Print button (in the lower left of the page), and
choose either Printable PDF or Printable HTML using the menu that appears.
A new window appears displaying the PDF or HTML report.
note: Adobe Reader 6.0 or higher is required to print using Adobe PDF.

3. Choose File > Print on the browser menu.
Alternatively, for PDFs, use the options available in the Adobe PDF window to save
or print the file.

 

Email a Dashboard or Report

You can email a dashboard or report as an attachment. The format you use depends
on your browser. Alternatively, in any browser, you can also save a dashboard or
report as printable PDF or HTML. You can then zip and email the corresponding directory
of associated files.

1. Navigate to the dashboard or saved report.

2. Create a printable PDF or HTML file.

Do the following:

• On a dashboard, click the Screen Shot 2016-08-17 at 9.35.01 AM button (in the upper right corner), and choose
either Print > Printable PDF or Print > Printable HTML using the cascading menu.
A new window appears displaying the PDF or HTML report.
• On a saved report, click the Print button (in the lower left of the page), and
choose either Printable PDF or Printable HTML using the menu that appears.
A new window appears displaying the PDF or HTML report.

3. From the browser’s toolbar, choose File > Save As.
Save the file to the required location, with the appropriate file type for your
browser.

4. Send the saved attachment using an email application.

note: The saved attachments can also be used as a means to archive reports as
they exist at a particular point in time.

 

Export Xactly Analytics Results

1. Navigate to the results.

2. Click the Export link (near the bottom of the page).
Alternatively, click the Screen Shot 2016-08-17 at 9.44.13 AM in the Results tab of the Create Report area.

3. Choose the format using the menu that appears.

You can choose from among the following options:

• PDF
• Excel (both Excel 2003 and Excel 2007+ formats)
• PowerPoint (both PowerPoint 2003 and PowerPoint 2007+ formats)
• Web Archive (.mht)
• Data (including CSV format, tab delimited format, and XML format)

4. Save the file to the required location.