Contents

Setup Reporting Filenames – Setup

Turn on Report Revision Controls – Users & Setup

Issue, Download, Compare Revisions – Users

 

 

Overview

SOCKETWorx offers built-in Report revision controls. The entire use case article explains how to set up SWx Tables to save report revisions. Once set, users can issue, download, compare, and roll back revisions.

Excel file outputs are user-formated to include data columns, filters, and sort orders.

Most often Report Templates originate from existing Excel workbooks.  Uploading workbooks to become SWx Report Templates is common and fully supported.  

…..Setup intentionally left out, click here to see the full solution article….

Issue, Download, Compare, and Rollback Revisions

Reports. Snapshots of Data View rows. These Report Revisions are stored in Amazon S3 stores when issued. Report Revisions can be downloaded and compared to another revision.

Issue Report Revision. This processor will add the next revision starting with <Rev>=1.  Reports are emails to users and optionally to cc and bcc recipients./p>

Download Revision. Once revisions exist they can be downloaded by selecting one or more from the list.  NOTE: use the Ctrl Key to select multiples.

Compare Two Revisions.  Once revisions exist they can be compared.  Select two Revisions and the compare SWx processor goes to work finding all the differences and colorizing them.