How to schedule a report to generate automatically?
The user may want to schedule a report to generate in an automatic way. The system automatically generates the report based on the schedule frequency and time set by the user. The manual intervention for the report generation is automated and this saves the user’s time.
1. Click the "Reports” module from the left panel.
2. Tap on the “Scheduled Reports” from the top section.
3. Then select, “+New Scheduled Report” from the subsection.
4. Add the required details and tap on the “Create Scheduled Report” button and the schedule will be done in a single click.
A) Enter the “Schedule Report Name” details.
B) Enter the “Report Type” detail. This can be either “Default Report” or “Custom Report.”
C) Choose the required “Report Module” detail and select the respective “Choose Report.”
D) Fill in the necessary “Job Category” and select the schedule frequency which can be “Daily, Every Week, Every Month, and Every Year.”
E) The report sending time can be set using the “Send At” option and the frequency of days schedule can be set using “Report Data Duration.”
F) The “Send To” email address, email subject, and the email body to be filled.
5. The auto-generation of reports for the job is easily done using the above-said steps.
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