Configuring a custom file name and directory for Reports in Studio

Owned by Mahisha Chandrakumar CTOO (Unlicensed)
Last updated: Sept 13, 2023 by DevaDarshini.S

Sigma enables you to provide custom file names and directories for the reports by configuring the Additional Info settings in Sigma Studio.

For instance, the following screenshot shows a custom directory and file name for the downloaded report:



In order to generate the simple report with a custom file name and publish a directory as shown in the screenshot, perform the following additional steps in Sigma Studio:

  1. In Additional Info tab, click Report Custom FileName field and enter the custom file name for the report.

    Refer Configuring a Simple Report for more information on configuring a simple report in Sigma Studio.

    • Press the '@' key in the Report Custom FileName field to view the list of variables available for the report custom file name.



    • Press the '@' key again in the Report Custom FileName field to view the list of filter variables available for the custom file name.

      On pressing the  '@' key, all the listed default and filter variables appear. The filter variables would appear, only if the filter columns had been selected from the Select Filterable Columns field on the Report Maintenance tab. Apart from the filter columns, even the procedure and SQL parameters will get listed as filter variables, in case, if either of the stored procedure or the query-based data source is used in configuring the report.




    • In the following example, the provided custom file name pattern is "REPORT_NAME+'_'+ACCOUNT_NO" and so the file name convention will be "REPORTNAME_ACCOUNTNO".

      In the provided example, the REPORT_NAME has been used as the file name attribute, whereas ACCOUNT_NO has been applied as the filter variable.

    To configure Custom FileName for FTP reports refer Configuring Report Custom FileName for FTP server reports.

  2. Click the Publisher Relative Path field and enter the folder name in which the report needs to be saved. For example: /SIGMA REPORTS/ is given as the relative path here.

    In the Publisher Relative Path field, the specified folder will get automatically created with the provided folder name, e.g. /SIGMA REPORTS/. This folder will be placed within the Delivery folder in the Sigma workfolder. The Sigma workfolder can be found within your application project folder. On generating the report in Sigma Application, the generated report will be present in the specified relative path or folder (e.g. SIGMA REPORTS) within the Delivery folder in the Sigma workfolder on your application project.


  3. 3. Click Save to save the report.



    For detailed information on generating a report with custom file name and Publisher Relative Path (Target Delivery Path) in Sigma Application, refer Generating a Report with the Custom File Name and Target Delivery Path.


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