05.2. Scheduling Reports
- PeterF (Deactivated)
Noojee Admin allows you to schedule reports that you require an a periodic basis.
A scheduled report will be run and emailed to you at the schedule time. You should note that some reports can take a no. of minutes to run before they can be emailed. The report will be scheduled to run at the time you desginate so if you need the report 'by' a certain time you should actually schedule the report some minutes before you actually need the report. You should also note that scheduled reports are queued one at a time. This means that if some else has scheduled a report at the same time that you have then you may have to wait until their report has completed before your report will run.
To schedule a report open the specific Report that you are looking to schedule and from the Report Toolbar click the 'Schedule' button.
Report Toolbar
Schedule Button.
Clicking the Schedule button brings up the Schedule editor. To Create a new Schedule click the 'New' button.
The scheduler has three tabs which allow you to control how a report is scheduled.
Scheduling Tabs
The Email tab allows you to control who the report is emailed to and wha the subject line and body of the message will contain. The report will always be emailed as a PDF attachement.
Before you click the email button you must first select the required report Filters.
The email Tab allows you to select one or more recipients. If you need to send the email to more than one recipient then click the '+' button at the end of the 'To' address line to add subsequent address lines.
You can also control the recepient type by clicking the 'To' drop list to display and select the recipient address type from 'T', 'CC' and 'BCC'.
You should enter an appropriate Subject line and Message which will be sent with each report.
Schedule Tab
The Schedule Tab controls how often the report is emailed. The Frequency drop list controls how frequently the report will be generated and emailed. The available Frequencies are:
- Run once only - the report will be run just one at the given date and time.
- Week days - chose one or more week days to run the report at the given time.
- Monthly - choose which day of the month (1st, 31st) to run the report on as well as the time.
- Daily - choose to run the report at a given time each day (including weekends).
You can temporarily disable a schedule by removing the tick from the 'Enabled' checkbox at the top of the scheduled page.
Parameters Tab
The parameters tab allows you to Filter the report in the same way the Filter area of the Report page does.
The main difference is that any date ranges will be represented as a relative date. For example when running a report manually for yesterday you would enter yesterdays actual date. If you want to schedule the report on a daily basis then you don't want to enter a set date. Instead you want to enter a relative date such as 'yesterday'. The parameter Tab allows you to do this. Any report that takes a date will offer the following options:
- Select day - not normally used but allows you to run a report for a specific date every time.
- Current day - run the report for the date on which the report has been scheduled.
- Previous Day - run the report for the day before the scheduled report date.
- Current week - run the report for the week in which the report is scheduled to run.
- Previous week - run the report for the week prior to the one in which the report is scheduled to run.
- Current month - run the report for the Calendar month in which the report is scheduled to run.
- Previous month - run the report for the Calendar month in which the report is scheduled to run.
The remaining area of the Paramters tab will display the standard filter options for the report. You should remember that you may have to revisit the Parameters tab periodically. For instance if you are reporting on a particular group of Agents you need to be aware that the membership of that group will change over time and you will need to update the report schedule to reflect that fact.