Schedule Reports

Schedule Reports

Role Required: SDAdmin, SDReport, Technicians with View access to reports

Schedule report settings allow you to automatically generate multiple reports at a scheduled time. These reports can be generated in PDF, XLS, XLSX, HTML, Inline HTML, or CSV formats and can be sent via email.

To schedule reports,
  1. Go to the Reports module and select the Scheduled Reports tab.
  2. Click New Scheduled Report.
  3. Select the report to schedule from the Report drop-down.
  4. Select the Format in which you want to export the report.
  5. In the To field, specify the email ID of the person to whom the generated report has to be sent.
  6. Enter a Subject for the email and a Message, if required.
  7. In the Scheduler section, set the time frame to schedule reports:
    1. Daily Schedule - Specify the time and date from which the report must be scheduled.
    2. Weekly Schedule - Select the days of the week you want to generate the report or select Everyday. Specify the time of the day to schedule the report.
    3. Monthly Schedule - Select the months you want to generate the report or select Every Month. Enter the day to schedule the report and the time of the day.
    4. Generate Once - Specify the Date and Time on which the report must be scheduled.
  8. Click Schedule.
 



 You can also schedule reports from the report details page: Open a report and click the Schedule button displayed at the top. 

    • Related Articles

    • Overview - Reports

      AssetExplorer Cloud allows you to generate various reports across modules. You can use predefined reports or generate custom reports as required. To generate or view reports, go to the Reports module. Filter the reports per customers by using the ...

    • Query Reports

      Role Required: Technicians with Add access to reports. Query reports are predefined reports generated using an SQL query. They display data in a tabular format. You can customize query reports only for date and time columns, like Created Time, ...

    • Email Reports

      Role Required: SDAdmin, SDReport, Technicians with View access to reports. To email a report, Go to the Reports module and open a report. Click Mail this Report displayed at the top. Choose your preferred Format for the report. The available formats ...

    • Export and Print Reports

      Export Reports Role Required: SDAdmin, SDReport, Technicians with View access to reports. To export a report, Go to the Reports module. Click the Export as drop-down on the top right. Choose the export file type from the drop-down. You can export the ...

    • Edit and Save Reports

      Edit Reports Role Required: SDAdmin, SDReport, Technicians with Edit access to reports. To edit a report, Go to the Reports module and open a report you want to edit. Click Edit on the top-left. Alternatively, you can also click against the report ...