scheduled_report
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
scheduled_report [2017/06/16 09:57] 118.68.9.20 |
scheduled_report [2020/09/25 09:53] (current) |
||
|---|---|---|---|
| Line 3: | Line 3: | ||
| ==== Description ==== | ==== Description ==== | ||
| + | * This feature allows users to schedule a report with a preselected calendar range to be regularly emailed automatically. | ||
| - | * This is a feature to be able to configure a report using one of our standard reports and save these configurations for easy to reuse in next time. | ||
| - | * The favorite report allows users to choose the recent time that will be used as time parameters for the report in next time exported. | ||
| - | |||
| - | * The favorite report allows users to share it with other users in the same organization. | ||
| ==== Parameters ==== | ==== Parameters ==== | ||
| + | * Scheduled Report Name: User assigns a name. | ||
| - | * Name: User can type a name for this. | + | * Report: User can choose one of our standard reports or a favourite report. |
| - | * Time Selection: User can choose | + | * Report Export Type: User can choose |
| - | * Fixed Time: | + | |
| - | * Previous Calendar Month: | + | |
| - | * Previous Month: | + | |
| - | * Previous Quarter: | + | |
| - | * Previous Year: | + | |
| - | * Previous 12 Months: | + | |
| - | * Share in organization: Enable user to share this report | + | * Interval Type: User can choose interval time for the next email report. (e.g. if today is 14.06.2017) |
| + | * 1 week. (e.g. next run date: 21.06.2017) | ||
| + | * 4 weeks. (e.g. next run date: 12.07.2017) | ||
| + | * 12 weeks. (e.g. next run date: 06.09.2017) | ||
| - | * Others Report Parameters: It will save the configuration | + | * Account: User can choose an account for defining a group of entities |
| + | * Report Period: User can choose the time parameter of the report. Top 10 and average report are fixed with 12 months. Favourite reports use their time parameters. (e.g. today is 14.06.2017) | ||
| + | * 1 Month: use last 1 month from today for time parameter. (e.g. 14.05.2017 → 14.06.2017) | ||
| + | * 3 Months: use last 3 months from today for time parameter. (e.g. 14.03.2017 → 14.06.2017) | ||
| + | * 6 Months: use last 6 months from today for time parameter. (e.g. 14.12.2016 → 14.06.2017) | ||
| + | * 12 Months: use last 12 months from today for time parameter. (e.g. 14.06.2016 → 14.06.2017) | ||
| + | |||
| + | * Assign Recipients: Go to listing table > edit > Assign Recipients. You must assign recipients after creating new. | ||
| + | * Account: Users can change account at this page. | ||
| + | * Available Recipients: Listing available users of this organization. Click '>' | ||
| + | * Assigned Recipients: Listing users will be received this report. Click '<' | ||
| ==== Features ==== | ==== Features ==== | ||
| + | |||
| + | * Restricted Users can see this feature through the menu - Report > Scheduled Report. Restricted Users cannot change Account or Add Recipients. | ||
| + | * Admin Users can see this feature through the menu - Admin > Report > Scheduled Report. | ||
| - | * Restricted Users will only be able to see data for the entities that they have access | + | * To change Next Run Date by Go to schedule list > Edit > Next Run Date Input. The process will run on the chosen Next Run Date and then at the selected frequency after that date. |
| - | + | ||
| - | * Ability to export the report as a CSV file or print as a PDF. | + | |
| - | * Ability to be scheduled on a regular basis to be emailed to users. Admin Users can set this up in the Admin > Reports > Scheduled Reports menu. | + | * Report can be emailed |
| + | * Default time for sending email is 5 a.m (on next run date). | ||
scheduled_report.1497607057.txt.gz · Last modified: 2020/09/25 09:53 (external edit)
Page Tools
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International
