Custom File and Local Report Exporter with Admin Portal


The purpose of this article is to guide users through setting up the Custom File (CSV) Collector for the Local Report Exporter within CPM Analytics. The Local Report Exporter is used to generate a CSV file of a Vyopta dataset, which can be pulled from a specific on-premise file location into a BI application, such as Tableau or PowerBI.


To create a report using the Local Report Exporter, the user must have a Vyopta Administrator account and access to the on-premise Vyopta Collector to verify file creation. The first step is to add the Custom File interface device to the Admin Portal by navigating to the Infrastructure tab, selecting "New Infrastructure," choosing the Custom File Interface as shown in the screenshot below.





Next you need to name the infrastructure, and clicking "Save." Additional options will appear that can be used to change the default folder location on the Vyopta Collector Server. 






Toggle the "Enabled" switch to turn on the custom file exporter.




To create a report using the Local Report Exporter, click the share icon on the dataset that you want exported, choose "Local Report Exporter," and select the appropriate options for frequency and period. Name the file and click "Save." The scheduled report will now show up in the Reports section of CPMA.





To verify that the file was created on the Vyopta Collector, navigate to the install folder for the Vyopta Collector on the VM (usually C:/Vyopta/). Within the /VyoptaDownloads folder, the created file should be visible.






If you are unsure of where you installed the Vyopta Collector.

     - You can find the install directory in the Admin Portal here.



*note* This file location is dependent on the install directory when the collector was first installed, and the file location set for the  'Downloads Folder' in the Vyopta Admin portal




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