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Reports
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Reports can be scheduled for delivery by email on a daily, weekly, monthly, or other frequency bases.
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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.
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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.
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Step 2: Select
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The Schedule Timing
Scheduled reports Reports can be received scheduled for delivery on a daily, weekly, and or monthly basis, but although other intervals can be set through using the "Custom" option, such as once every hour.
This option is a text field, known as “CRON”, which can be found on Google.
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Step 3: Select
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The Time Span
Determine the period of the report. To put it another way, on how many days will the report run.
Detailed reports can be scheduled for up to 24 hours.
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Step 4: Select
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The Format
The report formats are PDF, Excel, and CSV.
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Step 5: Select The Data Aggregation
Choose The Data Aggregation determines how the data aggregationappears within the report:
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
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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”.
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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.
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Step
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7: Save Wizard
Click “Save” to complete the process. Click “X” to abort without saving.
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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 schedule it to the scheduling.
The scheduled report wizard allows you to deactivate a scheduled report.
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