User manual

Scheduled Reports


The report scheduling enables the setup of sending reports to the subscribers’ email addresses. The subscribers receive an email at a defined time or interval. This feature allows the subscribers to preview their reports without logging into the application. The subscribers do not need to be registered application users.

  1. Accessing the page

    To access the "Scheduled reports" page, click the "Reports" option in the main menu and select the "Scheduled reports."

  2. Accessing reports

    You will see a list of all scheduled reports, with their names, descriptions, and other relevant data on this page.

  3. Available actions

    The actions you can perform are adding, enabling/disabling, updating, and deleting scheduled reports.

    1. Add new report

      To add a report to the scheduled reports list:

      1. Click the "Schedule report" button.
      2. Select the report you want to schedule from the dropdown list.
      3. Define the report’s initial sending date and time.
        Note: Start time of sending a report is presented in the user's time zone.
      4. Specify the interval/frequency of the report’s sending.
      5. Define the email subject the subscribers will see when they receive the email.
      6. Define the email message sent to the subscribers.
      7. Enter the subscribers’ email addresses.
      8. Click the "Save" button to confirm the new scheduling configuration.
      9. Click the "Cancel" button to annul the settings you have made.

      Scheduled report example

      Take a look at the filled scheduled report form.


    2. Enable/disable

      To enable/disable a report’s scheduling configuration:

      1. Click the dropdown list and select the report to change its status.
      2. Select the "Enabled" option to enable the report’s scheduling configuration, and the report will be sent to the subscribers as defined. Select the "Disabled" option to turn off the report’s scheduling option. The subscribers will not receive an email containing scheduled report details until its status is set to "Enabled" again.

    3. Update

      To update the scheduled report’s settings:

      1. Click the "Pencil" icon in the "Actions" column.
      2. Edit the report’s initial sending. (Optional)
      3. Edit the interval/frequency of the report’s sending. (Optional)
      4. Edit the email subject the subscribers will see when they receive the email. (Optional)
      5. Edit the email message sent to the subscribers. (Optional)
      6. Edit the subscribers’ email addresses. (Optional)
      7. Click the "Save" button to apply the changes you have made.
      8. Click the "Cancel" button to annul the changes you have made.

    4. Delete

      To delete a report from the scheduled reports list:

      1. Click the "Trash can" icon in the "Actions" column.
      2. To confirm the report deletion, click the "Yes" button.
      3. To cancel it, click the "No" button.

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