Dashboards and reports can be scheduled for delivery by email on a daily, weekly, monthly, or other frequency bases. By default, if the report has a built-in dashboard, the dashboard will be emailed to the recipient.
To schedule a report, it must first be a favorite/saved report. The “Schedule” icon can be used to create a schedule dashboard/report. 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.
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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.
Step 2: Select The Schedule Timing
Reports can be scheduled for delivery on a daily, weekly, or monthly basis, although other intervals can be set using the "Custom" option.
This option is a text field, known as “CRON”, which can be found on Google.
Step 3: Select 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.
Step 4: Select The Format
By default, if the report has a built-in dashboard, the dashboard will be emailed to the recipient. If the user wishes to include the full report in the email, he should select the "Report Attached" option. When this is the case, the user should select one of the following report formats: PDF, Excel, or CSV.
Step 5: Select The Data Aggregation
The Data Aggregation determines how the data appears 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
Step 6: Email Settings
Add the email address in the text box and click “Enter”.
Only Galooli users can receive the results of the report/dashboard.
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The address list section has a limit of 20 e-mail addresses. If you wish to schedule the report to be sent to more than 20 email addresses, please create a rule in your email platform that will forward the schedule report to other email addresses (Outlook/Gmail) |
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In the event that FTP services are required for the benefit of scheduled reports, please see the following link - https://galooli.atlassian.net/wiki/spaces/KP/pages/3103621153/Galooli+API+Tools#FTP%2FSFTP |
Step 7: 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 schedule it.
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.
Availability and Limitations
The schedule dashboard and reports will only be sent to Galooli users' email addresses.
The address list section has a limit of 20 e-mail addresses. If you wish to schedule the report to be sent to more than 20 email addresses, please create a rule in your email platform that will forward the schedule report to other email addresses (Outlook/Gmail)
A dashboard/report attached to an email cannot exceed 7.5MB in size. Attached files that exceed the size limit will be attached as download link (directly from the cloud).
