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Scheduling report generation

Who is this applicable to?
 Portal Administrator, Portal User, Super User

The Report Scheduler allows you to schedule report generation. The scheduled reports will be sent to you on your email based on the frequency selected by you. Before proceeding to scheduling report generation, ensure that you have a report template created for it. To know more about report templates, click here.

Now, perform the following steps to schedule report generation.

  1. Hover over Reports and click Report Scheduler.
  2. Click .
  3. Enter the Schedule Name, followed by selecting the Schedule Type. Depending on the selection of Schedule Type, follow any one of the following.
  1. Click the to set the Effective Date and the to set the Time.
  2. Using the Task field, select the report you wish to schedule, followed by a specific template, if applicable.
  3. Click .
  4. In case you wish to send the generated report to more recipients, enter the Recipient Name and email id.
  5. Click to add the recipient.
  6. You can add multiple recipients by entering the recipient details and clicking the .
  7. Once all the details are filled in, click to schedule the report.
  1. Choose if you wish to generate the report Daily, Monthly or Weekly.
  2. Click the to set the Effective Date and the to set the time.

TIP
In case you select to generate the report Monthly, then select the Day of Month. For Weekly, select the Day of Week.

  1. Using the Task field, select the report you wish to schedule, followed by a specific template, if applicable.
  2. Click .
  3. In case you wish to send the generated report to more recipients, enter the Recipient Name and email id.
  4. Click to add the recipient.
  5. You can add multiple recipients by entering the recipient details and clicking the .
  6. Once all the details are filled in, click to schedule the report.

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