Configuring a custom file name and directory for Reports in Studio

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 custom file name.

   
   
   

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

     On pressing the  '#' key, the filter variables would appear, only if the filter columns had been selected from the Select Filterable Columns field on the Report Maintenance tab. It must be noted that the selected filter columns in the Select Filterable Columns field will appear as the filter variables on pressing the  '#' key in the Report Custom FileName field.

     
     
     
     

   • 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.

     

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. Click Save to save the report.
   
   
   
   

4. Access the relevant report (e.g. ACCOUNT TRANSACTIONS) in Sigma Application and click Run to generate the report.

   The Target Delivery Path indicates that the report will be published to the specified Publisher Relative Path or Folder, once the report gets generated successfully in Sigma Application. By default, the Target Delivery Path is enabled. On disabling the Target Delivery Path, the generated report will not get published to the specified Publisher Relative Path or Folder.

   
   
   
   On generating the report, the status, "Published to Repository" appears, indicating the successful generation of the report.
   
   
   
   The generated report can be found with the applied custom file name pattern in the Sigma Reports folder placed within the Delivery folder in the Sigma workfolder on your application project.

   In Studio, the custom filename was applied as "REPORT_NAME+'_"+ACCOUNT_NO" for the ACCOUNT TRANSACTIONS report. In the provided example, the REPORT_NAME is ACCOUNT TRANSACTIONS and the underscore symbol (_) has been used at the center of the file name, whereas the ACCOUNT_NO filter variable was also applied to the custom file name as the filter variable. The custom file name has been applied to the generated report and 5500000848 denotes the ACCOUNT_NO in the applied custom name, thereby the file name is showcased as "ACCOUNT TRANSACTIONS_5500000848" as per the applied custom file name pattern.