To make reports accessible to your employees outside of Operations1, you can download them as .pdf, .csv or .xlsx files. When opening a CSV file in Microsoft Excel, please make sure that you open it via the "Data" section and the "From Text/CSV" button within it. In addition to a manual download via the user, the download of all data types can also be automated via the interfaces.
Functionality
Automation for storage on a local storage or in a DMS or ERP system can be realized by using the CLI tool. This is controlled via a script and usually a time-based trigger to download all completed reports (e.g. restricted to certain structure class elements) since the last download.
Requirements
To host the script as well as the CLI tool, an appropriate server infrastructure (e.g. Windows/Linux) is required. The script can be written in Python, for example. Likewise, the possibility to set up a cron job as a start trigger must be given. Authentication is done via the platform URL and a token, which you can generate if the API is licensed.
If you are interested in an implementation, please contact our Service & Support Team. In most cases, the involvement of our experts and your IT is necessary.
In our Developer Portal you will find documentation and information about our interfaces.