Report Scheduling
Automate Report Scheduling: Customize Delivery and Frequency
Use cases for scheduling reports
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Consistent Reporting: Ensure regular and timely delivery of important reports without manual intervention.
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Time Management: Save time by automating report generation and distribution according to a set schedule.
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Data Analysis: Facilitate ongoing analysis by receiving up-to-date data reports at regular intervals.
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Performance Monitoring: Keep track of key performance metrics over time with scheduled reports.
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Compliance: Ensure compliance with reporting requirements by automating the delivery of necessary documentation.
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Team Collaboration: Distribute reports to team members and stakeholders automatically, keeping everyone informed.
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Audit Trail: Maintain a consistent record of reports for auditing purposes, with scheduled and timestamped delivery.
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Customization: Tailor report delivery to specific needs, such as receiving data in preferred formats (PDF, CSV) and frequency (daily, weekly, etc.).
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Flexibility: Accommodate different reporting needs and preferences within the organization, enhancing efficiency and effectiveness.
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Permission Control: Ensure secure and controlled access to report data, distributing only to authorized personnel.
Schedule a report to run once a week and email the user the resulting PDF and CSV files
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Right-click on a report you wish to schedule and click the "Schedule" option.
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The report name is readonly and represents the report you want to schedule.
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The "Start date" is the date that the report will first be generated, and it will continue to be generated on the specific day of the week that the start date falls on based on the selected frequency. For example, if today was the 23rd of July and the start date of the schedule was the 26th of July 2024, which is on a Friday, and the period is set to "Weekly" with a frequency of "1", the report will be generated every Friday starting from Friday, July 26th 2024. If the end date was left blank, the schedule will remain in effect until the user cancels it. If the end date was set, the schedule will remain in effect until the end date is reached.
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The user can select to receive both a PDF and CSV report, or one or the other.
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If the user has the permission to send the scheduled report(s) to another user in the organization then the user can click the selector icon and search for the user(s) they wish to send the report(s) to. If the user does not have this permission, the user will only be able to send the report(s) to themselves. If the user has the permission to send the report(s) to individuals outside of the company then they will be able to add any number of emails, separated by commas.
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Once a report has been scheduled, a black clock is added to the report's icon.