Reports Menu

Report Scheduler

The report Scheduler is a powerful tool used to deliver automatic reports to defined users. This scheduler allows you to select any of the reports listed in this page, and any date range, at any frequency desired.

Simply follow the wizard to create your report. To create a new report, click on the Add New Schedule Report icon on the top right of the page.

Create a Report Schedule

Define your Report Section

1. Report Schedule Name - Name your Report to identify it if you wish to modify it again, make the name something memorable to you.
2. Report Type - Here, you will select the report you wish to schedule.
3. Email id - Here you will enter the email address which should receive the email based on your schedule.

If you wish to send the report to multiple recepients, Email addresses should be entered wit a ";" to separate each email address. See the example below:
ddardon@davisware.com; user2@davisware.com; user3@davisware.com;

Define your Criteria Section

1. Company, Group, Device Code - Select the Company, Group, Device Code that you wish to be included in the contents of the report.
2. From Date/Time - Select the Date/Time Ranges to start from. The Start Date is listed as "Current date -7". This means the report will include 7 days of data each time the report executes. Change the number value to reduce/increase the amount of days.
3. To Date/Time - Select the Date/Time Ranges to end at. The End Date is listed as "Current date -0". This means the report will include data up to the date the report executes. Change the number value to reduce the amount of days.

NOTE: The times are in 24 hour format. Meaning that 1pm should be listed as 13:00, 2pm as 14:00 and so on...

Define your Schedule Section

1. Schedule Type - Select from "One Time" or "Recurring"

ReportScheduler-OneTimeSelection - Will only run the report one time at a defined date/time

ReportScheduler-RecurringSelection - This Schedule Type will expand a new list of options to define the occurrence of this report. The frequency at which it should run, and the duration of how long it should occur.

Recurring
* Frequency - Select from Daily, Weekly, Monthly
**  Daily - Will occur daily, and you can select how many times per day.
**  Weekly - Allows you to select who many time per week, and specific days of the week at which the report should occur.
**  Monthly - Allows you to select a specific day of the month, at which the repport should occur, and if it should occur every month, 2 months, 3 months, etc..
* Daily Frequency - Will allow you to select the time at which the report should trigger.
* Duration - Will allow you to select the range of when this schedule should stop. You may also select "No End Date" so the report continues to run infinitely.

Summary Section
Will show summary description of the report so that you can easily ready the specifications of the report.

This concludes the Reports Section

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