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Schedule a New Report

To add a new report, do the following:

Tip: Reports are built using the data filtered in your saved dashboards. You are provided with three basic dashboards which can be used for scheduling but you have the ability to add up to 99 custom dashboards for your reporting needs.
  1. Navigate to the New Report wizard as illustrated below.
    Figure 1. Illustration of the Navigation to the 'New Report' wizard

    1. Navigate to the Reporting module of the platform (this can be found here in the left hand navigation menu).
    2. Click on the + New Report (this is located top right of the screen).
  2. Follow these steps on the schedule page to setup the recipients and schedule type.
    Figure 2. Schedule Setup Page

    1. Choose dashboard: Select the dashboard you wish to use for your report.
    2. To: Add the main recipients email addresses to this field. Each entry will be added as a block with an option to remove it again if necessary.
    3. CC: If required add the carbon copy recipients email addresses to this field.
    4. BCC: If required add the blind carbon copy recipients email addresses to this field.
    5. Email subject: Add the subject line to be displayed on your email here.
      Note: This is a mandatory field which must be filled.
    6. Message: Add the body of the email here.
    7. Schedule Type: Select the schedule type from the drop-down menu. Depending on the type of schedule you choose (for example; Hourly, Daily, Weekly) you will be presented with different options for scheduling underneath.
      Note: You can change the schedule type at any stage!
    8. Report Type: Select the report type format you would like to send. This can be either PDF or CSV format.
  3. Follow the steps below to set your desired scheduling times based on the decision made in Step 3g.
    Note: Some of the options shown below may not be available depending on the selection you made but you can change your selection at any time.
    Figure 3. Schedule Time Options

    1. Schedule: Use the 'Schedule' drop-down menu to choose the report frequency based on the Schedule Type you selected previously.
      Note: For example, if you select 'Daily' as the schedule type, the options provided will be displayed in days.
    2. Run on: Use the checkboxes provided to select the days you wish your report to be sent.
    3. Timezone: Choose the timezone for your report schedule to follow.
    4. Start Date: Choose a start date for your report to begin sending.
    5. No End Date: Use this checkbox to indicate if you would like your report to send continuously with no end date.
    6. End Date: If you've NOT checked the 'No End Date' checkbox, please enter the date you would like your reports to end.
    7. Time: Choose whether you would like to have your report sent inside or outside business hours for the timezone you have selected.
      Note: Use the radio buttons to indicate if you would like the tests to run 'Inside' business hours (between 08:00 + 18:00 Hours) or 'Outside' business hours (between 00:00 - 08:00 and 18:00 - 23:59).
    8. Submit: Press the Submit button at the bottom of the page to complete your task
  4. Your task is complete.
Result: Your scheduled report will now be available to search, edit or delete from the main reporting table in the Reporting section of the platform here.

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