Schedule Report

The Schedulers in the reports are tasks that do specific operations periodically. For reporting, the schedulers are used to generate and send the report to different people.

To create a schedule,

1. Click the calendar icon available on the reports list page as shown in the below-left figure. The Schedule Report popup appears.

The page displays the schedulers configured only for that particular report. In the popup you can perform the following tasks:

• View the schedules
• Create schedule
• Edit schedule
• Delete schedule
• Search schedule
• Enable or disable the schedule

2. Click the Create Schedule button and the page appears.

3. Enter the following details:

Parameter	Description
Name	Enter the name of the schedule.
Emails	Enter the email address of the people to whom you want to send the report.
Format	Select the format of the report. The options are: PDF, Excel, CSV, and Word.
Password Protected	Enable to secure the report with a password. You can password protect the reports of PDF, Excel, and Word formats only.
Time Filter	Select the timeframe based on which you want to view data. The options include, Today, Last N Days, This Week, This Month, This Year, and Custom. If Custom Time Filter is selected in the Report Scheduler its value will be as follows: - If Start and End Date are available the value will be Custom (Start and End date). For example: Thu, Aug 01, 2024 06:47 AM - Thu, Aug 01, 2024 06:47 PM - If only Start Date is available, the value will be (Start Date – Schedule Execution Date) For example: Thu, Aug 01, 2024 06:39 PM - Schedule Execution Date
Attachment Password	If Password Protect option is enabled, enter the password here. If not provided, and a common password is already set from Edit User Profile page, then that will be used.
Run Report for Last Days	Select the number of days for which you want to generate the report data. For example: If 2 is set, the report will be generated for the last 2 days of the set schedule.
Technician	Select the technicians to whom you want to send the report.
Technician Group	Select the Technician Groups to whom you want to send the report.
Export Option	Select whether you want to export the report as an attachment or attachment link.
Schedule Type	Select the type of schedule. The options are: - Once: The schedule will run only once on the selected start date. - Daily: The schedule will run daily starting from the selected start date and time. - Weekly: The schedule will run once a week as per the selected day and time. - Monthly: The schedule will run once a month as per the selected date, time, and month.
Start At	Select the date from which the schedule should start running.
Time	Select the time at which the schedule should run.
Day (Available for Weekly schedule)	Select the day on which the schedule should run.
Date	Select the date based on which the schedule should run.
Month (Available for Monthly schedule)	Select the month till which the schedule should run.

4. Once done, click Create and the schedule gets created.