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Scheduled Reports

The Schedule Reports feature enables you to receive query reports, custom reports and predefined reports in specific formats such as CSV, XLS and PDF. By using this feature, you do not have to view the individual reports, instead you can schedule them to be sent to you by E-mail at the specified times. These reports are automatically generated and compiled. In addition to this, you can configure the settings so that the reports can be sent to more than one person.

You receive scheduled reports in the following formats :

  1. Attachment : You can receive the scheduled reports as an attachment to your E-mail ID.

  2. Zipped file : In case you have selected a lot of reports to be received as a scheduled report, you can choose to receive these as a zipped file to you mail.

  3. URL : If the size of the report exceeds the permissible size by your mail server, you can choose this option to publish the reports that you have selected on Desktop Central server and the path will be sent to you mail ID.

  4. A code, mapped to the file path of the report in the server, is sent along with the download URL for the report so that the end user can download just the report with the help of the URL.

Creating a Scheduled Report

To create a scheduled report, follow the steps given below :

  1. Click on Reports tab and click on Add Schedule Report.

     

  2. After providing a scheduler name and description, choose the required reports from the reports category.

     

  3. Specify the report format and the delivery format.

     

  4. Provide e-mail ID of the recipient(s).

     

  5. Configure the scheduler to set the frequency at which the reports need to be generated and when it needs to be generated.

     

  6. Click on Save and you have now created a schedule report which will be sent to you according to the delivery schedule that you have set.

     

If you want the reports to be generated immediately, click on Execute Now under actions column against the report you have created. You will now receive the report immediately, as well as at the scheduled time.