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ON THIS PAGE:

Table of Contents

Image Modified   In this section, you can schedule an automated extraction of default or custom reports that are available under Analytics section.

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titleOn this page:

Table of Contents

The Scheduler Section

The Scheduler Section is under the Tools Menu:

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Create a Schedule

To create a new Schedule click on Image Modified

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Enter the following details and then click on Add Schedule:

  • Name: title of the schedule

  • Report Type: choose between Default or Custom

  • Report Folder: choose one item among the proposed list of folders (the actual list shows all the existing folders)

  • Report Subfolder: choose one item among the proposed list of subfolders (the actual list shows all the existing subfolders in the previously selected folder)

  • Report: the report to be extracted. The proposed list is based on the selected Report Type-Folder-Subfolder. 

  • Output: report format.  CSV, PDF or Excel

  • Active: toggle on/off to enable/disable the schedule

  • Start Time: beginning of the time interval where the schedule is active

  • End Time: end of the time interval where the schedule is active


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  • Cron: day and/or time to run the report extraction 

  • Last: time range for report result

  • Unit: units used for the Last


       Example

  • Example : Last 4 hours, Last 7 days or Last Month.

  • Send Mail: if enabled, the extracted report will be forwarded by email for the specified recipient email address.

    • Mail Account: outgoing mail account configured under SMTP section or Mail Channel e.g. SMTP)

    • Email Address: recipient email address (multiple addresses can be inserted separated by comma). CC and BCC recipients can also be defined.

  • Send if Empty: if this flag is enabled, the report will be sent by email even if the content is empty

  • Description

Note

A schedule will be executed only if the schedule is active and it's within the valid time interval [Start Time : End Time].

The extracted report will be available under Analytics

->

→ Extracted Reports section where you can Download or Delete the file.

Info

Example:

  • Active: Enabled

  • Start Time: 2017-07-01, 06:00:00

  • End Time: 2017-07-31, 06:00:00

  • Cron (0 0 * * 6): Every Week On Saturday at 00:00

  • Last: 5

  • Unit: days

Considering the above values:

  1. The scheduled report is active from 2017-07-01, 06:00:00 to 2017-07-31, 06:00:00

  2. The scheduled report will be executed every week on Saturday at 00:00 (The time to complete extracting a report depends on the number of records in the report)

  3. The report will contain the last 5 days records up to Saturday, 00:00. This means, from Monday 00:00 up to Saturday 00:00

A scheduler can be edited and modified, run or deleted.

Click on Image Modified and choose the command in the menu:

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