Scheduled Reports allow you to collate and schedule the email delivery of your favorite reports overnight at any point and to any number of recipients.
Schedules can contain any Custom Reports and include Tabled as well as Charted reports.
Accessing Scheduled Reports
To access your Scheduled Reports, use the option on the main Reporting menu:
When first entering the Scheduled Reports page you will be prompted to create a new schedule. Each use can have up to 10 report schedules and these can be clearly seen in the corner of the page. You can create more than 10 schedules but only 10 can be active at any one time.
Creating a New Schedule
Click the +Schedule button to create a new schedule where you will be asked to define the name, frequency, periodicity and recipients for that schedule. Delivery can be daily, weekly or monthly and at any internal, e.g. every day, every 3 days, every 2nd Monday, every month and so on.
The Scheduled Start Date will define the first date of the report and the scheduled frequency will be based on this so for example if you want your schedule to be delivered on the last day of the month, ensure you select the next "end of month" date when setting this date.
Once you have defined the name and frequency of the schedule, use the +Report button to add reports to this schedule. You will be able to add any report for which you have access or created yourself. If you do not see the report you want, please ask the author of that report to share it with you.
Changing the Order of Reports
You can change the order in which the reports are presented in the email using the drag-bars in the Scheduled Report popup. Change the order and then click the Ok button to save the changes:
Deactivating and Reactivating Schedules
If you want to pause or restart scheduled reports, use the Active option to switch schedules On and Off. This means you do not need to delete existing scheduled to prevent sending. Please note that users have 10 schedules so if 10 are already active you will not be able to activate a deactivated schedule without first deactivating another:
Viewing your existing Schedules
Once you have created one or more schedules, these are show in the main Scheduled Reports page detailing the name of the schedule, the number of reports and recipients, when the report was last ran, the next scheduled delivery date along with the details of the freqeuency of the schedule:
Creating Schedules from Dashboards
Many clients will already have their favorite reports collated within Dashboards so we have provided the option to create schedules directly from within the Dashboard page to make the creating as simple as 2 clicks.
Please note: Only Custom Reports can be added to Schedules so any custom list views or widgets will not be included in Schedules created from Dashboards
Each user can have up to 10 schedules so if this button is not active then you may need to deactivate an existing schedule before converting a dashboard to a schedule.
To create a new Schedule from a Dashboard, first open the Dashboard and then click the Schedule button in the top right hand corner:
You will be promted to confirm the creation of the new schedule and reminded that the schedule will only contain the custom reports contained within the dashboard:
On clicking Yes, the new schedule will be presented on screen with the name of the dashboard and the order of the reports will be in the same order that they appear in the dashboard itself. You can choose to rename or re-order the scheduled reports at this point before saving.
This will then appear in the main Scheduled Reports page alongside your other schedules.
Receiving Scheduled Reports
Schedules are run once a day, first thing in the morning so all scheduled with you in them will be received into your inbox in the morning and will come from the TrackerRMS Reporter agent. Schedules setup on the same day will therefore not be received until the following morning.
Each of the reports will be displayed in the body of the email in the order defined and include tables as well as as charts.