How to setup a Scheduled Report
A scheduled report can be configured to be automatically executed at a specified time / interval in order to deliver data sets to individual or groups of recipients.
The report will run in the background depending on what time/date the report has been scheduled to run.
Report setup:
- The Report will need to be a ‘Report type’ and not a ‘Widget Type’
- The Report output file formats allowed are : Excel, PDF
- One login must have “Scheduled report user” enabled for a scheduled report to work, if no login is set up as a ‘Schedule report user’ then it will not send the report.
To set a login as a scheduled user:
1) From the Admin Menu Click on ‘Logins’
2) Find a Login and Select Open
3) In the Login screen click on ‘System Roles’
4) Under here enable ‘Scheduled Report User’
How to setup a Scheduled report:
1) Click on the settings icon
2) In the configuration menu click on ‘Scheduled reports’
3) Select ‘Add’
4) This will show the ‘Add scheduled report’ pop up screen
5) Populate the report details and add the report you want to use using the search icon.
Configure the frequency of when the report should run.
The report can be only be run in Weekly or Monthly mode. Please select the days and time you wish to schedule the report to run.
6) Next click on the ‘Recipients’ tab and then click on ‘Add’
Add a recipient
The report filter is the filter it will use from the report added
The report filter can be adjusted so any particular recipient can receive different results for the report if required based on their requirements. The filters set here will come from the report setup.
7) Select ‘Add’ and specify the filters. Once configured, click on ‘Save’
Once configured then this filter will be set for the recipient so this recipient will receive report results according to the filter set.
8) Click on ‘Ok’
9) The recipient will now be added – as you can see below two recipients have been added which have two different report filters set.
10) Click on ‘Save and close’
The scheduled report is now setup.
When the frequency set time and date is triggered then it will send the report to the recipients
email address, please note there could be a slight delay depending on how big the report is.