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scheduled_report

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Scheduled Report

Description

  • This is a feature

Parameters

  • Scheduled Report Name: User can type a name for this.
  • Report: User can choose one of our standard report and favorite report.
  • Report Export Type: User can choose format for report file, include HTML and EXCEL.
  • Interval Type:
  • Account: User can choose an account for defining a group of entities for this report.
  • Report Period:

Features

  • 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.
  • 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.
scheduled_report.1497609022.txt.gz · Last modified: 2020/09/25 09:53 (external edit)