scheduled_report
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Table of Contents
Scheduled Report
Description
- This feature allows users to schedule a report with a preselected calendar range to be regularly emailed automatically.
Parameters
- Scheduled Report Name: User assigns a name.
- Report: User can choose one of our standard reports or a favourite report.
- Report Export Type: User can choose format for report file, including 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)
- 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. 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)
- 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)
- 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.
- 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 note that it will send to the email of the user, not username of that user.
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.
- 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.
- 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.
scheduled_report.1497928754.txt.gz · Last modified: 2020/09/25 09:53 (external edit)
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