Kyvos Reporting leverages the Archiving feature to back up all or selected saved (published) reports. This is especially beneficial for scenarios where database data changes frequently and you must preserve historical records for reference or compliance. The archiving functionality includes two primary activities:

1. Backup: To back up selected or all published reports.

2. Recovery: To restore archive files to the report server.

Backup

The backup process involves two main steps:

1. Filtering Reports:

   • Navigate to: Navigate > Administration > Archiving > Backup tab.

   • Use filters to narrow down the list of reports:

     • Specify date ranges in Date From and Date To fields using the date picker.

     • Click Refresh to display reports meeting the criteria in the Published Reports List.

2. Archiving Reports:

   • Once reports are filtered, specify archive details:

     • Archive File Name: Enter a unique name for the archive.

     • Description: Provide an optional description.

     • Password Protection: Enable this option for secure recovery, then enter and confirm a password.

   • Click Archive to create the archive. It is stored on the server.

Published Reports List

• Displays reports filtered based on selected criteria. Key details include:

  • File Name: Name of the published file.

  • Generated by: The user who created the report.

  • Generated Time: Date and time of publishing.

  • Expiry Time: When the report will be deleted.

Actions on Published Reports

• Select a report by clicking its corresponding option button to access the toolbar.

• Toolbar options include:

  • View: Opens the report in various formats (PDF, CSV, TEXT, etc.).

  • Comments: View user comments on the report.

  • Delete: Remove the selected report.

  • Email: Send the report to recipients.

  • Generate PDF: Create a PDF version for download or printing.

  • Upload: Upload the report to an FTP server or shared location.

  • Generate Link: Create a link to share the report with non-Kyvos users.

  For more on generating links, refer to: Running Reports > Published Reports > Operations on Published Reports.

Recovery

Archives stored on the server or uploaded from external sources can be restored to retrieve reports.

1. Accessing Restore Page:

   • Navigate to Administration > Archiving > Restore tab.

2. Uploading an Archive:

   • Click Browse to locate the archive file.

   • Click Upload to add the archive to the server. Uploaded archives appear in a list with details such as password protection status.

3. Restoring an Archive:

   • Locate the archive and click Restore.

   • If the archive is password-protected, enter the password.

   • Choose to Overwrite Expiry Time if necessary, specifying a new expiry date and time.

   • Click OK to restore.

   Restored reports are displayed in a table, showing details such as file size and restoration status.

Additional Recovery Features

• Viewing Archive Contents: Click Show Contents to see reports included in the archive.

• Downloading Archive:

  • Archives can be downloaded for external storage by clicking Download on the restore page.