How to use the “Generate by” option for the on-demand reports?
Navigation: Reports
and Analytics --> Scheduled Reports
The system automatically generates the information
based on the schedule frequency and time set by the user. The manual
intervention for the report generation is automated, saving the user
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. Enter
the following details:
A) Enter the “Schedule Report Name” details.
B) Enter the “Report
Type” detail. The
report can be either “Default Report” or “Custom Report.”
C) Choose the required “Report
Module” detail
and select the respective “Choose Report.”
D) Select the “Generate
Report By” option to schedule the report based on “Created Date,” “Due
Date,” Scheduled Date,” “Current Status Updated at.” -- This is what is
being highlighted in the screenshot.
E) Fill in the
necessary “Job Category” and select the schedule frequency, which can be “Daily,
Every Week, Every Month, and Every Year.”
F) 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.”
G) The “Send To” email address, email subject,
and the email body to be filled.
5.
Add the required details and tap on the “Create
Scheduled Report” button, for the user to schedule, with a single click.
The auto-generation of reports for the job is done
quickly, and thus the user gets the scheduled reports on time. Therefore,
manual intervention for the report generation is automated, saving the user
time.
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