Reports Scheduler#

To open the reports scheduler, choose Reports Scheduler from the menu.

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Here you can schedule reports that are automatically sent to recipients or displayed on the dashboard for a specified time.

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Creating a Scheduled Report#

Click Add Scheduled Report.

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Scheduled Report Parameters#

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Saved parameters:

Reports you have saved with their defined parameters.

Frequency / Hour / Days of week only:

Select the frequency, the hour, and the days of the week on which the reports are sent.

Notification validity (days):

This setting applies only when reports are sent to the dashboard. It defines how many days the notification remains visible on the dashboard.

Recipients:

Three options are available:

  • Those concerned.

  • Recipient list — Select any users to whom the report is shown or sent.

  • Recipient list (optional emails) — Enter any email addresses, including those outside the company.

Delivery channels:

Choose where the reports will be sent.

  • Dashboard — The report appears on the dashboard.

  • Email — The system sends an automatic email to the address of a user with an iTA account.