Differences

This shows you the differences between two versions of the page.

--- scheduled_report [2017/06/16 10:46]
118.68.9.20 [Parameters]
+++ scheduled_report [2020/09/25 09:53] (current)
@@ Line 3: / Line 3: @@
 ==== Description ====
-  * This is a feature
+  * This feature allows users to schedule a report with a preselected calendar range to be regularly emailed automatically.
 ==== Parameters ====
+  * Scheduled Report Name: User assigns a name.
-  * Scheduled Report Name: User can type a name for this.
+  * Report: User can choose one of our standard reports or a favourite report.
-  * Report: User can choose one of our standard report and favorite report.
+  * Report Export Type: User can choose format for report file, including HTML and EXCEL.
-  * Report Export Type: User can choose format for report file, include HTML and EXCEL.
+  * 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)
-  * Interval Type:
   * Account: User can choose an account for defining a group of entities for this report.
-  * Report Period:
-  * Assign Recipients: Go to listing table > edit > Assign Recipients
-    * Account: Users can change account at this page
-    * Available Recipients: Listing available users of this organization. Click '>' button to move this user to Assigned Recipients
-    * Assigned Recipients: Listing users will be received this report. Please notice that it will send follow by Email of the user, not username of that user.
-==== Features ====
+  * 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 '>' button to add this user to Assigned Recipients.
+    * Assigned Recipients: Listing users will be received this report. Click '<' button to remove this user. Please note that it will send to the email of the user, not username of that user.
+==== Features ====
+  * Restricted Users can see this feature through the menu - Report > Scheduled Report. Restricted Users cannot change Account or Add Recipients.
-  * Restricted Users will only be able to see data for the entities that they have access to. Entities that are not available to the restricted user are greyed out in the Entities dropdown, however the user can still navigate through the hierarchy to select the entities they do have access to.
+  * Admin Users can see this feature through the menu - Admin > Report > Scheduled Report.
-  * Ability to export the report as a CSV file or print as a PDF.
+  * 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 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 as an Excel file or Html file that allows the user to copy or print as a PDF. Users must be included in the chosen account.
+  * Default time for sending email is 5 a.m (on next run date).

CarbonView

User Tools

Site Tools

Differences

Page Tools