Scheduled Reports

Scheduled Reports can be configured separately from Filtered Reports, whilst they can be created and submitted, they will not display any information without the Filtered Report content. The configuration of Filtered Reports is divided into 5 steps.

1. To create a Scheduled Report. Select Scheduled Reports from the Reports tab on the Navigation Menu.
   
   
   
   You will now be taken to the Scheduled Reports Landing Page.
   
   
   

2. To create a new Scheduled Report, click on the Create button located on the Toolbar.
   
   Step 1 – Scheduled Report Details

3. At the Scheduled Report Details page, complete the details as required. By default, the Enabled check box will be ticked. This will determine if the current Scheduled Report will be active. Once completed, click on Next.
   
   
   
   Step 2 – Scheduled Report Regions

4. At the next page, you will be required to select the regions for the Scheduled Report. By default, all available regions will be selected.
   
   
   
   NOTE: Unchecking the ‘All Regions’ checkbox will enable you to select the regions individually.

5. Once you have made your selection, click on Next to continue.
   
   
   Step 3 – Scheduled Report Options
   
   The next step will require you to select the Scheduled Report Options.
   
   
   
   
   
   Filtered Report:
   
   Select from a list of existing Filtered Reports
   
   Report Format:
   
   Choose from either PDF or Excel as the submitted report
   
   Report Locale:
   
   Select a language for the report
   
   Send Empty Reports:
   
   Enabling this check box will allow reports containing no information to be sent

6. Once you have made the required selections, click on Next to continue.
   
   Step 4 – Email Template
   
   At the next page, you will be required to fill out the details for the email template. This will include the recipients email address, the subject name and the main body text as required. If needed, a test email may be sent by clicking on the Send Test Email button.
   
   
   
   

7. Once you have completed the email template, click on Next to continue.
   
   Step 5 - Frequency
   
   At the next page, you will be required to select the frequency for when the Scheduled Report will be sent. Below is an overview of the options for each tab.
   
   Hourly
   
   
   

• Select the Every option to determine the hourly frequency between 1 and 24 hours.
  
• Set the start time.
  
  Daily
  
  

• Select the Every option for the frequency of days between 1 and 31 or select Every Week Day

• Select a start time
  
  Weekly
  
  

• Select which days of the week the Scheduled Report will be sent

• Select a start time
  
  Monthly
  
  
  

• Select Day 1-31 of every 1-12 month(s) or select First-Fourth, Sunday-Saturday of every 1-12 Month(s)

• Select a start time
  
  Yearly
  
  
  

• Select Every January-December 1-31 or select First-Fourth Sunday-Saturday of every January-December

• Select a start time
  

8. Once you have completed setting the Scheduled Report Frequency, click on the Finish button.
   
   The next page will provide a summary of the Scheduled Report.