scheduled_report
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Table of Contents
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:
- Assign Recipients: Go to listing table > edit > Assign Recipients. You must assign recipients after create 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 notice that it will send follow by Email of the user, not username of that user.
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.1497610223.txt.gz · Last modified: 2020/09/25 09:53 (external edit)
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