Control Tower v22.0.0 - Operations Guide
Schedule Reports |
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The user can pre-set the frequency of generating all the Custom reports and Global Reports which can be sent as an email to a specific recipient or a group of recipients and scheduled.
The basic steps to add or modify the reports.
Search:
1.To search for a specific schedule report, click Search to expand the search panel.
2.Enter the search parameters.
3.Click [RESET] to clear the data entered.
4.After entering the details, click [SEARCH] on the expanded panel.
5.List of required items appears on the next screen.
Modify / Remove:
1.To modify a schedule report, select the report to be modified, and details entered for that report appear in the next screen.
2.Modify the data and click [SAVE] to update the modifications.
3.To remove the report format, click [REMOVE].
New Schedule Report:
Report > User Define Reports > Schedule Reports > New Schedule Report
1.To create a new schedule report, go to New Schedule Report and fill the mandatory fields.
2.Select all the required options and click [SAVE].
Note: To know how to Search , Add or Modify, click here.
Field Descriptions:
Field Name |
Authorization |
Description |
Schedule Report Name |
Mandatory |
Enter schedule report name. |
Custom Report |
Mandatory |
Select or Enter custom report name. |
Customer |
Optional |
Enter the name which displays a list of customers, user can select any one customer. |
Sender Mail ID |
Optional |
Enter the sender Mail address. |
Mandatory |
Enter email ID. Multiple email IDs can be added in the email field. |
|
Start Date |
Mandatory |
Click on calendar icon to select a date. |
End Date |
Optional |
Click on calendar icon to select a date. |
Schedule Mode |
Mandatory |
Select any one radio button “Every Day / Weekly / Monthly / One Time Only” to define report schedule mode. |
Scheduled Document Type |
Mandatory |
Document Types available are CSV/Excel/PDF. By default, it is “CSV”. A report is generated in selected type and sent to the recipients. |
