Report Center


Gain a fresh insight into your website with a wide range of usage reports and dashboards. In theReportCenter, you can easily create dynamic reports that feature charts and tables, either by making use of one of SharePoint Marketing Suite’s existing templates or by building a report from scratch. You can schedule a report to run automatically every day, week or month, and you can preset permission to view and/or edit a certain report or dashboard to ensure that the right person has access to the right data. It’s also possible to send a report to a predetermined distribution list, and to share it by exporting it to various formats, including SharePoint web parts.

How to Create a Report

  1. In the Navigation pane, under Report Center, click a folder in the Reports tree, and then select New Report… (You can first create a Reports folder by selecting New Folder...)

    Create a new report
  2. In the New Report dialog, select the Blank Report option and then click Next:

    Create a blank report

  3. Enter the Name and Description fields, select the number of columns for the report, and then click Next.

    To display dynamic dates in the Name and Description fields, use the following variables: $now$, $today$, $lastday$, $thisweek$, $lastweek$, $thismonth$, $lastmonth$, $thisquarter$, $lastquarter$, $thisyear$, $lastyear$

    Report details

  4. Schedule the report: either according to a pre-defined time interval (day, week or month) or ad-hoc. Then click OK.

    Report scheduling

    The ad-hoc report generation option

  5. The blank report is now in Edit Mode. When a report is in Edit Mode, you can add widgets to it.
  6. Click Add in the Top Toolbar and select a widget to add to the report (for a complete list of available widgets, see the Reports Gallery).

    Add widgets to a report

  7. The following actions are available in the Top Toolbar, while in Edit Mode:

  8. Upon setting the report, you can create a static version with real time data (by selecting Generate Report) or you can wait until the report is automatically generated – according to the report scheduling. As long as there are no static versions for the report, when selected from the Reports tree - it will be displayed in Edit Mode (if there are edit permissions for the current user). Otherwise, the latest static version will be displayed.

    A Static Report

  9. The following actions are available in the Top Toolbar when the latest report version is displayed (static mode):
  10. To edit the time frame for a static report, click the Date Range link on the top right of the report. Then select the desired date range and time interval and click OK.

    Re-creation of the report with a newly selected date range

  11. To remove the report, including all previous versions, on the Navigation pane – right click the report and select Remove. To remove only the previous versions of the report, select Remove Historical Data.
    The report’s Historical Data refers to all versions from prior dates which are saved in the system. If there exists a report version for a selected date range, the actual saved version is displayed, and no query is submitted to the database.  This is in order to save system resources and shorten the waiting time for the report.
  12. To modify the report properties (report title, description, number of columns and scheduling type), on the Navigation pane – click the report and select Properties.
  13. To view the report in a new window (without the SharePoint Marketing Suite scheme) on the Navigation pane – click the report and select Browse


Tips for efficient report creation

The amount of resources needed for report processing depends on the number of scheduled reports, the number of database queries for each report and the timeframe selected for the reports (reports for 365 days require more resources then reports for 30 days). To ensure optimal operation, make sure you follow these recommendations: 

  1. Number of Queries (Widgets) per Report - Limit the number of widgets in a report to a maximum of 6.
  2. Number of Results (Rows) per Query - Display only the top 100 rows in tables. You will be able to view all of the results when exporting to Excel.
  3. Report Filters - Define a black list rule when possible and avoid using the exclude (!) condition in the report filters.
  4. Report Scheduling Type - Make sure that the report scheduling type (daily/weekly/monthly) is in correspondence to the report date range, for example:
    When a report’s date range is “Last Month”, schedule it to run once a month.
    When a report’s date range is “Last 30 Days”,schedule it to run once a day.
  5. Report Type (“By URL” Widgets) - Avoid using the “By URL” widgets (for example - "Events" (Page Views by URL) unless needed. When creating a report for a web site, search the website in Object Explorer (Analysis Center), and use the appropriate tree item as the source of your report.
    Use the “By URL” reports only for: 
    • Web sites which do not exist in Object Explorer
    • Retrieving URL Parameters in the report
    • Tracking banner and button clicks
    • Tracking custom events
  6. Number of Scheduled Reports - Delete unused scheduled reports. Use the Analysis Center for real time queries or to create an Ad-Hoc report and generate it manually on demand.

How to Copy a Report

 This useful feature enables copying an existing report and applying it to a selected item from Object Explorer.

  1. On the Navigation pane, under Report Center, click a report from the Reports tree and select Copy.

    Copy report dialog

  2. In the Object Explorer dialog, add the portal item for the copied report. Then click OK.

     Object Explorer dialog

  3.  In the Choose Location dialog, select a report folder where the copied report will be displayed.
  4. The copied report will be displayed in its new location in the reports tree.

How to Create a Report based on a Template
  1. On the Navigation pane, under Report Center, click a folder in the Reports tree and select New Report (You can first create a Reports folder by selecting New Folder).
  2. In the New Report dialog, select the New report from template option, and then click Next.


  3. Select one of the available templates.


  4. Continue with the standard report creation steps.

 For more information see "How to create a template".

How to Set Permissions for a Report

Permissions are available in SharePoint Marketing Suite installations that include integration with Active Directory.

You can set view, edit (Edit Mode), modify (modify report properties) and delete permissions for a specific report for any user or group in Active Directory. By default, the report creator has all full control permissions, while view permissions are given to everyone. In addition, you can add new users and groups, delete users and groups, or modify existing permissions.

  1. In the Navigation pane, under Report Center, click a report from the Reports tree and select Permissions…

    Report Permissions menu option

  2. In the Permissions dialog, click Add and then enter the user/group name and the desired permissions.
    You can assign View, Edit, Remove and Modify permissions. User permissions precede group permissions. To assign permissions for all users, use the default “All” group.

    Permissions dialog

  3.  When entering the user/group name, click Ctrl+K to search for users/groups.
  4. Select the desired results and click OK.

    Select Users and Groups dialog

  5.  Click Save to save the permissions.

How to Export a Report as a Microsoft SharePoint Web Part

A Web Part is a component which displays data in a Microsoft SharePoint Portal. You can create a Web Part that displays a report from Report Center and add it to any page in the portal.

  1.  When the report is in View Mode (not Edit Mode) click the Create Web Part button in the Top Toolbar:

    Create Web Part option

  2.  In the popup message select create a Web Part with a SharePoint Marketing Suite frame style (scheme).
  3.  In the File Download dialog, click Save.

How to Export a Report to Excel

You can export a report to CSV file format.

  1. Click Export to CSV in the Top Toolbar.
  2. In the File Download dialog, click Open or Save.

How to Export a Report to PDF

You can export a report from the Report Center to PDF format for printing.

  1. When the report is in View Mode (not Edit Mode) click Export to PDF in the Top Toolbar:

    Export to PDF option

  2. In the File Download dialog, click Open or Save.

How to Send a Report via Email

You can send an email with a unique link to the report, and the data in the report will be automatically refreshed.
  1. Click Send To in the Top Toolbar.
  2. In the new email window, enter an email address and click Send.

How to Set an Email Distribution List for a Scheduled Report

Whenever a new report version is created, you can send an automated Email to a pre-defined distribution list. The Email includes a link to the new report version.
The report link is unique and the data in the report is automatically refreshed.
Whenever you browse to the report link you will see the latest generated report (based on the report type).

  1. Open a report in View Mode and click the Distribution List button in the Top Toolbar:


  2. Enter an Email address in the text box and click the Add button to add the address to the distribution list. Click Ctrl+K to select from a list. Then click Save.



How to View a Report from SharePoint's "Site Actions" Menu 

To view usage reports from within your SharePoint portal, via the "Site Actions" menu, install our CardioLog Usage Reports SharePoint Feature.
The site action feature can be deployed on the entire farm or for specific web applications.
The “CardioLog Usage Reports” SharePoint Feature which enables the submission of usage queries directly from your SharePoint portal.
  1. The system administrator creates published report templates. These templates are available from the portal pages.
  2. Each portal page displays (under "Site Actions") a link to CardioLog Analytics usage reports. Clicking on the link will generate a usage report for your page.

    By default, access to the report is denied for users and groups who are not assigned with the view role for the SharePoint page.

    Submit queries directly from portal pages with the “CardioLog Usage Reports” SharePoint feature
  3. Select the desired report template and date range in order to run a usage report for the page you are visiting. The report is displayed in a new browser window.
    Select report template option 
For more information click here.
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