scheduled_report
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scheduled_report [2017/06/19 23:42] 210.9.29.138 [Features] |
scheduled_report [2020/09/25 09:53] (current) |
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| * Scheduled Report Name: User assigns a name. | * Scheduled Report Name: User assigns a name. | ||
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| * Report: User can choose one of our standard reports or a favourite report. | * Report: User can choose one of our standard reports or a favourite report. | ||
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| * Report Export Type: User can choose format for report file, including HTML and EXCEL. | * Report Export Type: User can choose format for report file, including HTML and EXCEL. | ||
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| * Interval Type: User can choose interval time for the next email report. (e.g. if today is 14.06.2017) | * Interval Type: User can choose interval time for the next email report. (e.g. if today is 14.06.2017) | ||
| - | | + | |
| - | * 4 weeks. (e.g. next run date: 12.07.2017) | + | * 4 weeks. (e.g. next run date: 12.07.2017) |
| - | * 12 weeks. (e.g. next run date: 06.09.2017) | + | * 12 weeks. (e.g. next run 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. | ||
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| * 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) | * 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) | ||
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| - | * 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 creating new. | * Assign Recipients: Go to listing table > edit > Assign Recipients. You must assign recipients after creating new. | ||
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| - | * 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. | * Restricted Users can see this feature through the menu - Report > Scheduled Report. Restricted Users cannot change Account or Add Recipients. | ||
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| * Admin Users can see this feature through the menu - Admin > Report > Scheduled Report. | * Admin Users can see this feature through the menu - Admin > Report > Scheduled Report. | ||
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| * 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. | * 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. | ||
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| * 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. | * 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. | ||
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| + | * Default time for sending email is 5 a.m (on next run date). | ||
scheduled_report.1497915750.txt.gz · Last modified: 2020/09/25 09:53 (external edit)
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