Scheduling Reports is a convenient option to setup reporting routines as per your organizational needs. All users with access to some reports can setup scheduled reports for themselves. Users with the corresponding permission, will have the ability to setup scheduled reports for themselves, other employees or for any email addresses outside of your organization.
note "" Note: There is no restriction on the number of report schedules you can create.
Follow the steps below to schedule a report:
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Log in to Unity Warehouse IoT.
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From the Navigation Panel at the top, click the Reporting module.
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Type in the Search Folders or Search Text fields to locate the desired Report name.
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From the desired report row, within the Report Schedule column, click the down arrow and select the Schedule button.
Note: A Report Schedule can also be created from inside an open report window, as well as from an existing report schedule.
- Within the Recipients field, type in the desired email addresses separated by a comma, that would like to receive this report via email
Tip: You will need to add yourself if you would like to receive this report via email as well.
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Type in a descriptive Subject (this will be visible in the receiver's email inbox) by default the report name will be displayed
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Type in the desired Message that will be displayed to recipients who will receive this report by email (for example: add input parameters of the specific report so the recipient knows what to look for)
- Select the desired report elements to be Included in the schedule (use to +Add button to include additional elements)
- Select the desired report Format, options include PDF, Excel or CSV (selection not available if Entire workbook is selected)
- Select the desired report Frequency (how often the report will be received)
Tip: Reports can be scheduled daily (choose a time), weekly (choose a day), or monthly (choose a day between 1–10). Since reports contain previous month's data for month-end purposes, the 1–10 range ensures they're received in the first week of the new month.
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If desired place a check mark next to Do not send emails for empty reports
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Click the Save button
Note: You can also Schedule a report, from running an ad-hoc report.