Report Scheduling
Report Scheduling
Last updated
Report Scheduling
Last updated
The Report Scheduling tab allows you to manage the scheduling of various types of action reports. You can configure these reports with specific filters and perform actions such as Edit, Delete, Test, and Run on each scheduled report. Additionally, you can set up the system to email these actions reports to designated users according to a defined schedule.
To access the Report Scheduling tab, please navigate to:
Select the type of report (Action Reports) that needs to be scheduled.
To send a report to users, you need to select the appropriate report from the available options. you can either select the "Actions by Inspections" report or the "Open Inspections" report for scheduling and sending.
Choose the frequency at which the report should be emailed (e.g., daily, weekly, monthly).
Make the Status as Active
Enter the report subject
Enter the sender's email address from which you want to send this report.
Enter the recipient's email address to which this report needs to be sent.
Enter the message Header, which can be customized using HTML tags as needed.
Enter the message Body, which can be customized using HTML tags as needed.
Enter the message Footer, which can be customized using HTML tags as needed.
Choose the template on which you need to base the report.
Provide the name of the inspector whose actions are being reported.
Select the department responsible for the inspections to narrow down the results.
Choose the organization associated with the inspection department.
Indicate the date period for which you want to generate the report.
Enter the name of the individual who object that was inspected.
Provide the name of the principal investigator associated with the inspection.
Choose the tier level relevant to the inspection or report.
Edit: Modify the settings or filters of an existing scheduled report.
Delete: Remove a scheduled report from the system.
Test: Run a test to ensure the report is configured correctly.
Run: Execute the report immediately, regardless of the scheduled time.
A test email will be sent to the user, containing all the selected filters and displaying a list of actions in a table, if available.
