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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:
  • 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 can see this feature by Report > Scheduled Report. Restricted Users can not Change Account and Add Recipients.
  • Admin Users can see this feature by Admin > Report > Scheduled Report.
  • 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.
scheduled_report.1497845929.txt.gz · Last modified: 2020/09/25 09:53 (external edit)