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    Scheduler
    • 20 Feb 2023
    • 2 Minutes to read
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    Contents

    Scheduler

    • Updated on 20 Feb 2023
    • 2 Minutes to read
    • Contributors
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    Article summary

    The reports section includes a scheduler feature that enables automated sending of reports at specific intervals, such as hourly, daily, or weekly. All reports are eligible for this functionality, and you can select the specific days and times for the report to be sent. Additionally, reports can be distributed to one or multiple recipients.

    • Login to the Operations Ecosystem

    Screenshot 2023-02-20 at 10.42.02 AM.png

    • Choose your Venue (if you have multiple)

    Screenshot 2023-02-20 at 10.46.31 AM.png

    • Click on the Reporting section of the navigation bar, then click on Scheduler.

    Screenshot 2023-02-20 at 10.42.12 AM.png

    • This will bring you to the Scheduler screen where you will see all of your current scheduled reports.

    Screenshot 2023-02-20 at 10.42.52 AM.png

    • Click on "+Add Scheduled Report"

    Screenshot 2023-02-20 at 10.48.01 AM.png

    • Choose which report you would like to schedule.

    Screenshot 2023-02-20 at 10.49.11 AM.png

    Note

    These reports are broken down into categories exactly as you see when choosing a normal report

    • After selecting the report (I have chosen Item Summary as an example), choose your calculation dates. Dates can be today, yesterday, tomorrow, a fixed date, or go up to 7 days in the past or up to 7 days in the future.

    Screenshot 2023-02-20 at 10.52.28 AM.png

    Screenshot 2023-02-20 at 10.58.48 AM.png

    Screenshot 2023-02-20 at 10.59.03 AM.png

    Dates

    Depending on the report calculation dates can be transaction, calculation, or a combination of dates.

    • Click "Next" to continue.
      Screenshot 2023-02-20 at 11.01.21 AM.png

    • You will now choose your timezone, days , and specific time you want this report sent. You can choose multiple days of the week if you would like.
      Screenshot 2023-02-20 at 11.09.11 AM.png

    Timezone

    For all US timezones, type US first.
    Screenshot 2023-02-20 at 11.04.24 AM.png

    • Click "Add", then "Next"
      Screenshot 2023-02-20 at 11.12.42 AM.pngScreenshot 2023-02-20 at 11.13.15 AM.png
    Summary

    If you have not noticed, on the right side, there is a Summary that has been tracking your selections so you can see if you made any errors.
    Screenshot 2023-02-20 at 11.11.07 AM.png

    • Enter the email of the receipient(s), click enter on keyboard and then click "Next". You can add multiple receipients for this report if you choose. You will see them listed after you click enter.
      Screenshot 2023-02-20 at 11.17.34 AM.png
      Screenshot 2023-02-20 at 11.21.17 AM.png

    • Name your report. Click "Next"
      Screenshot 2023-02-20 at 11.21.50 AM.png

    • Enter an email to test your report and make sure you are getting the information you want. Click "Send Test".

    Screenshot 2023-02-20 at 11.22.29 AM.png

    • A popup will appear that says the report has been sent and for you to check your email to confirm.
      Screenshot 2023-02-20 at 11.26.20 AM.png

    • Your final step is to either "Save as draft" or "Publish" the scheduled report you just created.
      Screenshot 2023-02-20 at 11.27.14 AM.png
      Screenshot 2023-02-20 at 11.27.24 AM.png

    • If you click "Publish", the report will now be on the dashboard for your scheduled reports. You can also now Edit, Disable, see your filters, or send another test email. You also can delete it by clicking the "Delete" button the right side.
      Screenshot 2023-02-20 at 11.28.36 AM.png
      Screenshot 2023-02-20 at 11.29.15 AM.png

    • If you click "Save as draft", you will need to change your dashboard view to "disabled" on the top left below where it says Rows.
      Screenshot 2023-02-20 at 11.34.58 AM.png

    • You will now see your draft of the report scheduled and can
      Edit, Enable(publish), see your filters, or send another test email. You also can delete it by clicking the "Delete" button the right side.
      Screenshot 2023-02-20 at 11.35.46 AM.png
      Screenshot 2023-02-20 at 11.35.53 AM.png

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