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

On this page:

The Scheduler Section

The Scheduler Section is under the Tools Menu:

Create a Schedule

To create a new Schedule click on

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
Cron: day and/or time to run the report extraction
Last: time range for report result
Unit: units used for the Last
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

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.

Example:

Considering the above values:

The scheduled report is active from 2017-07-01, 06:00:00 to 2017-07-31, 06:00:00
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)
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 and choose the command in the menu: