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scheduled_report [2017/06/19 05:17]
42.118.115.231 [Description] 		scheduled_report [2020/09/25 09:53] (current)
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 ==== Description ==== ==== Description ====
  
-  * This is a feature to be able to schedule a task to export a report with recent time, then attach and send an email to users.+  * This feature allows users to schedule a report with a preselected calendar range to be regularly emailed automatically. 
 + 
  
 ==== Parameters ==== ==== 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: 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. Favorite report is used their time parameters.(e.g. today is 14.06.2017) +  * 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) +    * 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) +    * 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) +    * 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)+    * 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 create new.+  * Assign Recipients: Go to listing table > edit > Assign Recipients. You must assign recipients after creating new.
     * 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 '>' button to add this user to Assigned Recipients.     * 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 notice that it will send follow by Email of the user, not username of that user. +    * 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 ==== ==== 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 by Report > Scheduled Report. Restricted Users can not Change Account and Add Recipients. +  * 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 change Next Run Date by Go to list > Edit > Next Run Date Input. The process will run when the current date is greater or equal to Next Run Date.+
  
-  * Ability to attach to email the report as an Excel file or Html file that allow the user can print as a PDF. Only use group entities belong to Account.+  * 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).
scheduled_report.1497849468.txt.gz · Last modified: 2020/09/25 09:53 (external edit)

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