Reporting in Fenergo

The Fenergo SaaS reporting solution offers basic information about your tenant in a .csv format.

Fenergo SaaS supports 5 canned reports:

Entities Created
Entities Last Updated
Journeys Started
Journeys Completed
Journeys Last Updated

The reporting page can be accessed at app.fenergox.com/reporting, or by clicking on the “Reports” icon on the left-hand navigation (refer to Permissions for more information on accessing this feature).

Access Reports

Permissions

Users will need to be given “Reporting Access” before they can view and use the reporting feature.

Report Permissions

Users without this permission will not be able to access app.fenergox.com/reporting or run a report using the Fenergo SaaS APIs.

It is important to note that we cannot prevent one user downloading a .csv report and sending it to another user without reporting permissions.

Running a Report

To run a report, select the report type from the dropdown menu.

Running a Report

The date range allows you to filter your results down to specific days. Select a date range using the “Date From” and “Date To” fields.

Report Dates

If you wanted to retrieve “all journeys that were started in the month of November”, the input would be:

Type: Journeys Started
Date From: 01/11/2022
Date To: 30/11/2022

The results will include everything from 00:00:00 on “Date From” until 23:59:59 on “Date To”. If the “Date To” is today’s date, it will retrieve all journeys up to the time the report is run.

Click the “export” button to run the report.

Report Export

You must stay on the page to receive the report. If you navigate away before it is complete, you will lose your progress.

When the report is ready, you will receive a prompt to save to file or it will auto-download. You may receive a pop-up blocker warning that you will have to disable and try again. The .csv file will then auto download.

CSV File

If your browser has blocked auto download, you can use the link that has appeared beside the export button:

Report Link

Click the download icon on the left to reattempt the download

Click the copy to clipboard icon on the right to copy the link and access the file URL manually. This link is active for 10 minutes after which time it will no longer result in the report being downloaded.

After a successful download, the file becomes available on your machine ready to view.

Journeys Completed Report

The Journeys Completed report returns all journeys completed in the tenant over the given time period.

Completed Time: The timestamp this journey was completed. All these timestamps will fall between the date range given when running the report.
Started Time: The timestamp this journey was started.
Duration: Time elapsed from start to finish (in seconds). This can be converted into whatever time format is most meaningful for analysis purposes.
Journey ID: The unique GUID of the journey.
Journey Type: Type of journey, for example “Client Onboarding” or “Regular Review”.
Journey Schema ID: GUID of the journey schema. This can be used to determine the journey version and type.
Legal Entity ID: The Legal Entity involved in this journey.
Business Related Access Layers: Business Access Layers applied to the journey, for example “Enterprise”.
Geographic Access Layers: Geographic Access Layers applied to the journey, for example “Global”, “Singapore”.