Applying a Schedule to Reports

Applying a Schedule to: Text Summary / Excel Summary / PDF Executive Summary / PDF Summary By Task reports

Applying a Schedule to: Text Summary / Excel Summary / PDF Executive Summary / PDF Summary By Task reports

To assign a Group to a Scheduled Report, first open the specific “Device – Edit” page by going to the Device> click the “actions” drop-down> and click “Edit”

Then, on the “Device – Edit” page scroll down to “Reporting Options” (see example below, top green bar):

  • Select the Report period(s) (Daily, Weekly, Monthly) by clicking the corresponding check box for each type of Scheduled Report, including:

Text Summary ReportsExcel Summary ReportsPDF Executive Summary ReportsPDF Summary by Task Reports.

  • Then – if needed – for each selected report apply a specific “Filter”  “E-mail for report” option or “Notification Group
    If a Group already contains the required email(s) addresses, then the field “Email for report” may not be needed
  • Finally,  click the “Schedule” drop-down for each Scheduled Report and apply the specific Schedule (example below “maintenance window”).
Applying a Schedule to Real-time dashboard

Applying a Schedule to Real-time dashboard

Open “Dashboards” page

Report Card page contains list of all existing dashboards. Choose Dashboard you want to apply Schedule to and click “Edit” to load settings.

Click the “Schedule” drop-down and apply the specific Schedule to a chosen Report Card (example below “maintenance window”).

Applying a Schedule to Service level agreement

Open  Service Level Agreement reporting page by going to the Device > click the “actions” drop-down> and click “SLA”

During report configuration Сlick the “Schedule” drop-down and apply the specific Schedule to a SLA report (example below “maintenance window”).

Submit Report.

Applying a Schedule to Online Reports

Applying a Schedule to Online Reports

Open  Online Report configuration page by going to the Device > click the “actions” drop-down> and click “Report”

During report configuration Сlick the “Schedule” drop-down and apply the specific Schedule to Online Report (example below “maintenance window”).

Submit Report