General Report Questions
The application uses the term Variant for your saved parameter settings.
Select your parameters
On the ribbon at the top of the screen, choose the funnel icon for Variant and then select Create New Variant.
Enter the name you would like for your variant. This will now save your latest parameter selections.
When you return to your report later, your new variant will appear at the top when you select the funnel icon.
Select your variant to apply your latest parameter settings.
Select Update Current Variant to update your parameter selections. Or create any number of variants to manage multiple parameter settings you would like to save.
Go to Manage Variants to delete existing variants.
Select Reset Report Parameters to return to the report's default settings.
Open the Info Panel
With the report selected, click the Info button on the top-right corner of the portal.
Add a New Task
In the Info panel that appears, go to the Tasks tab.
Select the + Add Task button to create a new scheduled task.
Enter Task Details
Enter a description for the task in the Details field.
Set Task Details & Execution Mode
Enter a description for the task in the Details field.
By default, tasks are manually scheduled. To create a task that runs at fixed intervals, set the Execution field to Scheduled.
Deselect Use Template and select how often you want the report - daily, weekly, or monthly
Configure Scheduling Options
Choose Scheduled
Unselect Use Template
Choose Start Date and Time of when you want your report executed
Time Zone will default to your time zone
Select Export Format
Excel or CSV are recommended
Choose a time period for your report.
Selected Relative dates
Would you like your report to be sent weekly?
Then, select the beginning and end of last week. The process is the same for both daily and monthly tasks.
Select Report Parameters
If your report includes parameters, enter valid parameter values or set them to default.
Select the parameters of your report, and then select next.
Select Delivery Method
Select Email for your delivery and your email address.
Other options include, local storage, and file share.
SFTP setup requires database assistance, but can be setup using the destination, username and password for the remote server. FTP is not secure and will not be supported.
In the field Body For Empty Report, you can specify the email message that will be sent if an empty report is generated by the scheduler task.
Once that is complete, select ok, you are done.
