For detailed configurations steps, please refer to our Help Guide. 

1. How can we generate a technician login report?

2. How can I change the date format of the reports generated from SDP Cloud?

      You may click on the reports module, then click on report settings. Here, you can change the date format. (Screenshot attached below for reference)



3. Is it possible to customize a query report?

It is not possible to customize the query report once generated. Kindly share your detailed use case with our support to have it analyzed.

4. How can I hide the title from appearing on all pages of a report?

You may click on the reports module, then click on report settings. Here, you can uncheck the option title on Every Page. (Screenshot attached below for reference)

5. Why am I not receiving all my scheduled reports via email?

Also, you may navigate to Setup >> Data Administration >> System Log and search for the scheduled report to check if there was an issue while sending.

6. Why can't I find the description field in the request reports, and how can I enable it to be part of the report column?

7. While generating the report, the year in the date field is being displayed incorrectly.

 We will need to check if the correct date format is defined under the report settings. Kindly navigate to reports → report settings → check if the year is defined in the date format with upper case "Y". If yes, replace with lower case "y" and check if the date field is displaying correctly.

8. While generating the report, there are fields that are being duplicated but proper data is not rendering in both the fields.

We can check if there is an additional field created that has the same name and if that field is not being used in the respective module. In such case, we can request the user to remove those fields that are not being used to avoid confusions.

9. How to export organization roles?

Navigate to reports module > Click on new custom report > Choose the module as Organization Role associations.

10. How to replace "not assigned" for the empty value in the reports?

 To change the value for empty value records in the reports generated from SDP Cloud application, navigate to Reports > Report settings > Edit "Replace empty value as"

PowerBI Integration :-

1. Do we support both Power BI Desktop and Power BI Service in our integration?

      Yes, we do support both Power BI Desktop and Power BI Service.

2. What modules are currently supported for Power BI synchronisation?

3. What is the sync frequency set for this integration with Power BI?

The sync frequency is set to 2 hours at the moment.

4. What are the current limitations in Power BI related to this integration?

The Request Table will be limited to displaying data from the past year, based on the created time. Data will be localised according to the user who initiated the integration.

The background jobs will periodically export data to a file every 2 hours. Currently, the incremental refresh option is available only for request-related tables.

5. What permissions should the logged-in user have in both Power BI and SDP Cloud?

      The signed in user in PowerBI should be a SDAdmin in SDP Cloud.