Reports provide a quick and easy way to find out records with (or without) a certain label. Here are a few use case examples where reports feature comes handy:
- You are using a Hydra Scanner to extract metadata from documents, and you want to get a daily list of documents without a certain metadata field
- You are using a Hydra Scanner to predict customer tier, and you want to get a weekly list of your new tier 01 customers
- You are using a Hydra Scanner to flag time-sensitive help desk tickets, and you want to get an hourly list of any time-sensitive tickets
You can create reports on Hydra using a step by step wizard here. During the process Hydra will ask you for the following inputs:
- Report Name: Just as it sounds. It’s the name of your report. We recommend keeping it short.
- Report Description: Here’s where you will provide glorious details of what and why about this report.
- Include Labels: you will have the option to select labels that should be included in the report. If you select “Decision Maker” as an include label, the report will pull in people with the label “Decision Maker”. You can build reports with a combination of labels using And/ Or to combine these conditions
- Exclude Labels: you will have the option to select labels that should be excluded in the report. If you select “Decision Maker” as an exclude label, the report will pull in people without the label “Decision Maker”
- Coverage Window: Coverage window dictates how far back the report should go. If the coverage window is a day, then the report will include items with a label that were generated within the last day.
- Frequency: This input comes into play if you choose to have the report delivered in an email. You can opt in to get an email report at the selected frequency.
- Email at: This input is for getting the report through email as well. You can select the time of the day to have the report emailed.
- Report Recipients: You can assign your colleagues to receive this report. The frequency and email at inputs are used to determine when to deliver the report emails.
In addition to getting the reports through email, you can also retrieve them through Slack. Once you have a Slack connection, type in the slash command /hydra_report REPORT_NAME to retrieve the report on the go.
If you need any help getting up and running with reports, we are happy to help.