Built-in and custom reports can be scheduled to run on a set interval for a specified period of time. Filters can be applied to the scheduled report. The report can be sent as a link or a separate file. Depending on the report, it can be sent as a PDF, XLS or CSV file. A report can be sent to individual Kahua contacts, Kahua groups, or outside email addresses.
For information on building reports with the report wizard, refer to Using the Report Wizard.
TABLE OF CONTENTS
Schedule an existing report
Schedules must be added to existing reports. The reports can be built-in or custom. To schedule a report, complete the following steps:
- Ensure you are in the project where you want to schedule the report. Scheduled reports can only be run against the project where they were scheduled. You cannot schedule reports to include multiple projects.
- Open the application where you want to schedule the report and navigate to the Reports view by clicking on the Reports icon
on the action toolbar.
- Alternatively, you can access reports from the Report Manager application. Navigate to Apps > Administration > Report Manager application. Under Applications, select the application for which you want to schedule a report.
- Select the report you want to schedule.
- Select Manage Scheduled Reports in the action bar. The Scheduled Reports window for the selected report opens.
- Click New to create a new scheduled report for the selected report.
- Complete the following fields:
Field
Description
Name
Enter a name for the report.
Begin Date, Expiry Date, Start Time
Enter the date range the report should be run and the time it should be run.
Enabled
Select this checkbox to enable the scheduled report to run.
Contact Recipients
Enter the combination of Contacts, Groups, and non-user email addresses who should receive this report.
Frequency, Recurrence
Select the report appropriate report frequency and recurrence.
Filter
Enter the appropriate filter or filters to be applied each time the report is generated.
Delivery Method
Determine if the report should be sent as an attachment, or if it should be sent as an anonymous file link from File Manager.
Delivery Format
Select the delivery format, e.g., PDF, XLS, or CSV.
- Click Save to save the scheduled report.
- Click the Close icon
to close the Scheduled Reports page.
Edit a previously scheduled report
To edit a previously scheduled report, complete the following steps:
- Ensure you are in the project where the report was scheduled.
- Open the application for the report and navigate to the Reports view by clicking on the Reports icon
on the action toolbar. - Alternatively, you can access reports from the Report Manager application. Navigate to Apps > Administration > Report Manager application. Under Applications, select the application for which you want to manage scheduled reports.
- Select the report with the associated scheduled report that you want to modify.
To identify which reports are associated with a schedule, click on the Schedules column header to sort the report list by the number of scheduled reports. To make the Schedules column easier to access, click the column header and drag it to another location. - Select Manage Scheduled Reports in the action bar. The Scheduled Reports window for the selected report opens.
- Select the scheduled report and click Edit.
- Make your modifications. Refer above for field descriptions.
- Click Save when you are done and to return to the Scheduled Reports page.
- To delete the report schedule, click Delete. To view information on when the report was run, click History.
- Click the Close icon
to close the Scheduled Reports page.