{"id":15712,"date":"2020-09-03T22:01:38","date_gmt":"2020-09-04T02:01:38","guid":{"rendered":"https:\/\/evolphin.com\/help\/?p=15712"},"modified":"2020-11-27T13:40:22","modified_gmt":"2020-11-27T18:40:22","slug":"customized-reports-based-on-zoom-search","status":"publish","type":"post","link":"https:\/\/evolphin.com\/help\/administration-server\/analytics-reporting\/customized-reports-based-on-zoom-search\/","title":{"rendered":"Customized Reports based on Zoom Search"},"content":{"rendered":"\n<p>The Search and Execute feature generates reports containing some basic information. In 7.6.2 and above, the media managers can customize the information that gets captured in the reports. This article will walk you through the steps to configure and customize the report generation. <\/p>\n\n\n\n<p class=\"note\">For a recap about running the Search and Execute actions from the Asset Browser, look at <a href=\"https:\/\/evolphin.com\/help\/administration-server\/analytics-reporting\/server-side-search-based-reports\/\">this<\/a> article. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Customize Search Reports<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in&nbsp;to your&nbsp;<em>Web Management Console<\/em>.&nbsp;Open&nbsp;<em>Server Control Panel<\/em>&nbsp;from the&nbsp;<em>System <\/em>node&nbsp;in the&nbsp;Admin Menu sidebar.<\/li><li>Click&nbsp;<em>Search and Execute<\/em>&nbsp;to open its settings. <\/li><\/ul>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"994\" height=\"352\" class=\"wp-image-15716\" src=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/SnE-Settings.png\" alt=\"\" style=\"font-size: 1rem; font-weight: inherit; width: 900px;\" srcset=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/SnE-Settings.png 994w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/SnE-Settings-300x106.png 300w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/SnE-Settings-768x272.png 768w\" sizes=\"auto, (max-width: 994px) 100vw, 994px\" \/><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Make sure to enter appropriate values for the report paths and the report file format. <\/li><li>Click on <em>Report Customization<\/em> tab. <\/li><li>By default, you will see <code>Asset Id<\/code>, <code>Path<\/code> and <code>Repository Revision<\/code> included in the settings under <em>General Zoom Properties<\/em>. You can retain these fields as they are, or remove them. In addition to these, you could also include the <code>File Size<\/code> property from the <em>Zoom Property<\/em> drop-down. These are generic properties associated with the Zoom assets. <\/li><\/ul>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"990\" height=\"513\" class=\"wp-image-15723\" src=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/File-Size.png\" alt=\"\" style=\"font-size: 1rem; font-weight: inherit; width: 900px;\" srcset=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/File-Size.png 990w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/File-Size-300x155.png 300w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/File-Size-768x398.png 768w\" sizes=\"auto, (max-width: 990px) 100vw, 990px\" \/><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the <em>Metadata<\/em> tab. This contains a drop-down list of all the metadata properties defined on the Zoom server from which you could select one or more properties to be included in the reports. <\/li><\/ul>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"552\" class=\"wp-image-15726\" style=\"width: 900px;\" src=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/Metadata-Prop-Selection.png\" alt=\"\" srcset=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/Metadata-Prop-Selection.png 994w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/Metadata-Prop-Selection-300x184.png 300w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/Metadata-Prop-Selection-768x471.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on <em>Add <\/em>\/ <em>Remove <\/em>as required, to arrive at the final set of properties that will be included in the Search report. <\/li><li><span style=\"font-size: 1rem; font-weight: inherit;\">Note that the column names you want to print in your report may be customized too. They need not be the same as the property name as defined inside the Zoom eco-system. <\/span>To change the column name, while selecting the property to be added, enter the name you want in the field labeled <em>Report Column Name<\/em>. <\/li><li>Don&#8217;t forget to click on <em>Save All<\/em>.<\/li><li>On clicking to save, if you find an alert as shown below, it is because you have forgotten to click on <em>Add<\/em> after selecting a property from the drop-down, in one or more of the tabs. <\/li><\/ul>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1339\" height=\"501\" class=\"wp-image-15727\" src=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/unsaved-config.png\" alt=\"\" style=\"font-size: 1rem; font-weight: inherit; width: 900px;\" srcset=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/unsaved-config.png 1339w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/unsaved-config-300x112.png 300w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/unsaved-config-1024x383.png 1024w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/09\/unsaved-config-768x287.png 768w\" sizes=\"auto, (max-width: 1339px) 100vw, 1339px\" \/><\/p>\n\n\n\n<p>After saving the configuration changes, you can generate reports from the Visual Asset Browser as usual. The generated report will contain as columns all the properties that you have asked to include in the settings. For each of the asset that has matched the search criteria, the values corresponding to these properties, if defined, will be added to the report. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Periodic Search &amp; Execute<\/h3>\n\n\n<div data-post-id=\"16119\" class=\"insert-page insert-page-16119 \">\n<p>Zoom 7.6.3 and above offers the ability to schedule automatic and periodic execution of specific actions, on assets matching pre-defined search criteria. Here is how you can set this feature up. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Framework Configuration<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to your Web-based management console and open the Search and Execute Settings from the Server Control Panel. <\/li><li>Click on the tab labeled &#8220;Periodic Saved Search&#8221; <\/li><li>Configure the frequency of executing the actions. <\/li><li>Select the action to be executed on the matched assets. <ul><li>If you only need a report generated, and nothing else, then select &#8220;No Action&#8221;. <\/li><\/ul><\/li><li>Save and exit. <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"596\" src=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/PSE-webmin-1024x596.png\" alt=\"\" class=\"wp-image-16120\" srcset=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/PSE-webmin-1024x596.png 1024w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/PSE-webmin-300x175.png 300w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/PSE-webmin-768x447.png 768w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/PSE-webmin-1536x894.png 1536w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/PSE-webmin.png 1649w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Marking Searches for Periodic Execution<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>Launch the Visual Asset Browser. <\/li><li>Click on Search tab, and open Settings icon on the Advanced Search panel. <\/li><li>Select the desired Saved Search from the list. (You can save any of your recent searches if you do not already have any Saved Searches). <\/li><li>Click on the triangle icon to mark it to run periodically.  <ul><li>On clicking, the icon will turn into a clock icon as shown in the right hand side. <\/li><\/ul><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-gallery columns-2 is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\"><ul class=\"blocks-gallery-grid\"><li class=\"blocks-gallery-item\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"619\" height=\"618\" src=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/Saved-Search-1.png\" alt=\"\" data-id=\"16124\" data-full-url=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/Saved-Search-1.png\" data-link=\"https:\/\/evolphin.com\/help\/?attachment_id=16124\" class=\"wp-image-16124\" srcset=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/Saved-Search-1.png 619w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/Saved-Search-1-300x300.png 300w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/Saved-Search-1-150x150.png 150w\" sizes=\"auto, (max-width: 619px) 100vw, 619px\" \/><\/figure><\/li><li class=\"blocks-gallery-item\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"611\" src=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/Screenshot-94.png\" alt=\"\" data-id=\"16123\" data-link=\"https:\/\/evolphin.com\/help\/?attachment_id=16123\" class=\"wp-image-16123\" srcset=\"https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/Screenshot-94.png 600w, https:\/\/evolphin.com\/help\/wp-content\/uploads\/2020\/11\/Screenshot-94-295x300.png 295w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure><\/li><\/ul><\/figure>\n\n\n\n<p>You can mark as many of the Saved Searches to run periodically, as you wish. All the Saved Searches will be picked up and executed repeatedly according to the frequency configured on the server side settings. All assets matching the Saved Search parameters, will then be submitted to the &#8220;Action&#8221; configured on the server side settings. If &#8220;No Action&#8221; is specified, a report containing the matched assets&#8217; details will be saved periodically on the server location. <\/p>\n\n\n\n<p class=\"note\">If you want to remove a Saved Search from periodic run, simply click on the clock icon, to unmark it. <\/p>\n\n\n\n<p class=\"note\">Only superadmin users can mark \/ unmark Saved Search for periodic runs. <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Search and Execute feature generates reports containing some basic information. In 7.6.2 and above, the media managers can customize the information that gets captured in the reports. This article will walk you through the steps to configure and customize the report generation. For a recap about running the Search and Execute actions from the [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[158],"tags":[195,194],"class_list":["post-15712","post","type-post","status-publish","format-standard","hentry","category-analytics-reporting","tag-reports","tag-search"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Customized Reports based on Zoom Search - Evolphin Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/evolphin.com\/help\/administration-server\/analytics-reporting\/customized-reports-based-on-zoom-search\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customized Reports based on Zoom Search - Evolphin Documentation\" \/>\n<meta property=\"og:description\" content=\"The Search and Execute feature generates reports containing some basic information. 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