Scheduled

Schedule reports are user-defined. If you want to run the same report regularly (hourly, daily, weekly, etc) you create an schedule instead of running it manually and the system automatically generates the report.

The Scheduled page contains all the details of scheduled Reports and data downloads. You can add and search using the filters and view the schedule and audit details. The Scheduled reports info is sorted as:

  • Schedule Title

  • Schedule Type

  • Report Name

  • Start Time

  • Report type

  • Occurrence

  • Send via Email

  • Send via SMS

  • Status

  • Last Occurrence

  • Next Occurrence

Schedule a report

  1. Go to +ADD

  2. Select Report

  3. Select a report from the Default templates or Custom template tabs.

  4. Click

  5. Click Continue on the Check the Date Range window.

  6. In the Set a Schedule window, modify the schedule fields as needed:

    • Recurrence — Hourly, Daily, Weekly, Monthly

    • Data Range — From 1 hour, up to 30 days

    • Incremental Data — The report will only show the new data from the last report, avoiding duplicate data on every report.

    • Start Date & Time

    • End Date

    • Delivery method: Via Email or SMS, as a Link or attachment; as a PDF or Excel file format.

    • Deliver it to a specific user, user's manager, or users from an specific Department.

  7. Click Apply to confirm your changes.

  8. Go back to the Reports Panel, Select the Scheduled tab, your scheduled report displays in the list.

Scheduled detail and Audit trail

Select a scheduled report from the list in scheduled page.

The Scheduled Detail tab is selected. You can modify the following data:

  • Report Name

  • Select the Device Serial Number

  • Select a Site

  • Select an Assignee

  • Edit the layout

  • Select Real Time (wireless) or Device data source

Audit Trail

Click on the Audit trail tab to see when the last schedule run.

Search

You can search by entering key words of the schedule such as report name, occurrence type etc in the search box.

Manage Columns

You can manage the columns on Repository Page by clicking on .

Select the columns to be displayed by clicking on check box.

Add a new Schedule Data Download

  1. Click Reports

  2. Click Add on the top right corner, and then Select Schedule Data Download from the drop down.

  3. Fill all the required details.

  4. Select the docking stations from the list and click Save.