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scheduled_report [2017/06/19 04:43] 42.118.115.231 [Parameters] |
scheduled_report [2020/09/25 09:53] (current) |
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| ==== Description ==== | ==== Description ==== | ||
| - | * This is a feature | + | * This feature |
| + | |||
| ==== Parameters ==== | ==== Parameters ==== | ||
| + | * Scheduled Report Name: User assigns a name. | ||
| - | * Scheduled | + | * Report: User can choose one of our standard reports or a favourite report. |
| - | * Report: User can choose | + | * Report |
| - | | + | |
| - | * Report Export | + | * Interval |
| + | * 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: User can choose interval time for next time to send email report.(e.g. today is 14.06.2017) | ||
| - | * 1 week. (e.g. next rune date: 21.06.2017) | ||
| - | * 4 weeks. (e.g. next rune date: 12.07.2017) | ||
| - | * 12 weeks. (e.g. next rune date: 06.09.2017) | ||
| - | | ||
| * Account: User can choose an account for defining a group of entities for this report. | * Account: User can choose an account for defining a group of entities for this report. | ||
| - | * Report Period: User can choose the time parameter of the report. Top 10 and average report are fixed with 12 months. | + | * Report Period: User can choose the time parameter of the report. Top 10 and average report are fixed with 12 months. |
| - | * 1 Month: use last 1 month from today for time parameter.(e.g. 14.05.2017 | + | * 1 Month: use last 1 month from today for time parameter. (e.g. 14.05.2017 |
| - | * 3 Months: use last 3 months from today for time parameter.(e.g. 14.03.2017 | + | * 3 Months: use last 3 months from today for time parameter. (e.g. 14.03.2017 |
| - | * 6 Months: use last 6 months from today for time parameter.(e.g. 14.12.2016 | + | * 6 Months: use last 6 months from today for time parameter. (e.g. 14.12.2016 |
| - | * 12 Months: use last 12 months from today for time parameter.(e.g. 14.06.2016 | + | * 12 Months: use last 12 months from today for time parameter. (e.g. 14.06.2016 |
| - | * Assign Recipients: Go to listing table > edit > Assign Recipients. You must assign recipients after create | + | * Assign Recipients: Go to listing table > edit > Assign Recipients. You must assign recipients after creating |
| * Account: Users can change account at this page. | * Account: Users can change account at this page. | ||
| * Available Recipients: Listing available users of this organization. Click '>' | * Available Recipients: Listing available users of this organization. Click '>' | ||
| - | * Assigned Recipients: Listing users will be received this report. 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 can see this feature | + | * 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. |
| - | + | ||
| - | * Admin Users can see this feature by Admin > Report > Scheduled Report. | + | |
| - | * Ability to attach to email the report | + | * Report can be emailed |
| + | * Default time for sending email is 5 a.m (on next run date). | ||