Schedule Reports
Reports can be scheduled for delivery by email on a daily, weekly, monthly, or other frequency bases.
To schedule a report, it must first be a favorite report. The “Schedule” icon can be used to create a schedule. Select the relevant report and then click on “Scheduled”.
This will open the Report Scheduling Wizard. At all times, the user can cancel the process by clicking "X".
Please note that by default, reports that do not include information at all will not be sent.
Step 1: Select The Execution Object
Choose the relevant cluster/group/unit or perhaps the entire organization that will be the basis for the report.
Step 2: Select Report Schedule Timing
Scheduled reports can be received on a daily, weekly, and monthly basis, but other intervals can be set through the "Custom" option, such as once every hour.
This option is a text field, known as “CRON”, which can be found on Google.
Step 3: Select Report Time Span
Determine the period of the report.
Detailed reports can be scheduled for up to 24 hours.
Step 4: Select Report Format
The report formats are PDF, Excel, and CSV.
Step 5: Data Aggregation
Choose the data aggregation:
Aggregated - Shows in one row a summary of the entire selected period
Daily - Each row represents a day
Weekly - Each row represents a week
Monthly - Each row represents a month
Step 6: Email Settings
Add the email addresses of the reports that should be sent. Users can add multiple email addresses. Add the email address in the text box and click “Enter”.
Users can add scheduled emails from FTP.
Users will be able to enter their FTP information including username and password to allow us to grab all email recipients' information and populate the list of email recipients directly from the FTP.
Step 6: Save Wizard
Click “Save” to complete the process. Click “X” to abort without saving.
A small green calendar icon will appear at the right of the report once it has been completed
Editing Scheduled Reports
Removing or editing scheduled reports can be performed from the Scheduled Reports wizard. To edit a report, click on the report from the list and then on the “Schedule” button. This will open the report wizard to make changes to the scheduling. Please note, this will only edit the scheduling of the report. To edit a report, create a new report and add it to the scheduling.
The scheduled report wizard allows you to deactivate a scheduled report.
Schedule Reports Cancellation
The scheduled report can be canceled by the system for several reasons:
The scheduled reports are canceled when the user who created them is deleted
The scheduled report will also be canceled once the unit for which it was created is deleted
The report will be canceled as soon as all recipients' emails have been blacklisted
How To Unsubscribe Myself From Schedule Reports?
If you wish to unsubscribe from a schedule report that is sent to you via email, simply click on the unsubscribe link in the email you get from the system
There are two possible outcomes from here:
-In the event that more than one email receives this report, clicking on the link will redirect you to a dedicated page where the email can be deleted by entering it, without the need for identification.
-In the case of only one email listed in this report, clicking on the link will remove that email from receiving the report without the need to write it.
-When additional recipients are added to a scheduled report, it will not allow saving if there are recipients who have previously unsubscribed themselves.
The asterisk next to a user's name indicates that they have requested to unsubscribe.
