How To

Sending Reports from Data stored in Ouvvi Apps

How to create a report from the data added to your Ouvvi App so then you know what has changed, and how to mark those items as sent in your App so that they are not included in the report going forward unless something changes.

Getting Started

Create your Ouvvi App to hold the data. The full details to do this can be seen on our Ouvvi Apps Page.

Connect to the App in Data Sync

Create a Project within Ouvvi to hold your Data Sync Project step that will add data to your Ouvvi App. Create the Data Sync Step and then open the Data Sync Project.

Connect to your source data (this can be from any of the connectors) e.g. a CSV file, and connect the target to your Ouvvi App.

To connect to your Ouvvi App go to Connect Datasource > Simego > Simego Ouvvi App.

Make sure the URL to your Ouvvi site is entered in the URL field and then choose your App from the ListName dropdown menu. Click Connect to connect to the App or Connect & Create Library Connection if you wish to store the connection in the connection library.

Connect to Ouvvi Apps

Make sure your mapping contains everything you want to include and that a key column has been selected.

You can now either run the compare and synchronisation to add the data to the app, or you can save the project and return to Ouvvi to run this later.

Configure a Reporting Step

Now we are going to add a reporting step where an email is sent with the data that has been added to your Ouvvi App.

You will need to make sure the SMTP settings have been configured under Settings > System Settings > SMTP Email. The From email address can be set under Settings > System Settings > Administrator> Email Address. Please note that Ouvvi does not support anonymous server settings so you will need to enter in valid user credentials in the SMTP settings.

Add a reporting step to your Ouvvi project (the one that holds your data sync step to add the data to the App).

The specific step type you want to add is Report to Email. Configure this with the To field of the email/s you want this to be sent to. Then type in a subject title for the email.
We have added a few user settings to differentiate between the different emails such as the date and time at the end of the subject.

You then need to add the URL to your html output of your Ouvvi App which will look something like http://localhost:8080/apps/html/testapp?limit1000&pivot=1&filter=Sent+eq+0. Remember you can add filters to limit the view, such as filtering out all the items marked as sent (we will be configuring the sent status in the next steps). This will be the data that will show in your email report.

Reporting Email Step

Add a Sent Column to the App

To add a column to differentiate between the data that has been sent in the email report and the data that has not, go back to your Ouvvi app and select Add Column. Now type in a name for the column, in this example it is Sent, allow Nulls and set the data type to Boolean as our option is going to be either true or false. Then click Create Column to create it.

Add Column

Add Sent Column

Mark Items as Sent

To mark an item as sent add another Data Sync step to your Ouvvi Project (third Step).

Open the Data Sync Project and configure it so that it connects to your Ouvvi App for the source and the target. Set IncludeSystem to True on both the source and the target, and refresh the schema on both sides to show the internal Ouvvi Apps columns.

Include System Columns

In the Data Sync Project add a column to your source data that returns TRUE(). You can do this with calculated columns.

Calculated Column

Now configure the mapping so that you include the system ID column and the new IsSent column. And map them to the ID and Sent column of the target.

Schema Mapping

Mark Items as Not Sent when they are Updated

In the first Data Sync project, the one that is adding data to the Ouvvi App, we need to update a few settings so that if any items are updated they are included in the reporting email.

To do this add a new Calculated Column that returns FALSE() and map this to the sent column in the Ouvvi App (target).

Calculated Column

Select the sent column in the schema map and change the schema properties so that Ignore is set to True. This will set the sent status back to False if any change is made to the record so that it will be included in the report.

Schema Properties

Failure Capture

Now to finish off the Ouvvi project, it is best to add in a step to capture if the project fails.

To do this add a fourth step that is a Ouvvi Project Status Report. Configure it so that the run condition is on Failure, add in a To email address.
The subject line is pre populated but you can change this if you wish.

Failure Step Configuration