How to Schedule Report Sendings

Baptiste Hottin -

Configure settings for Report Scheduling

This feature is available under the ‘Reports’ module on the Myposeo platform. Here’s how you can do it.

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To schedule and automate the regular sending of reports, go to the “Scheduled Reports” tab in the navigation bar on the right. You will then be redirected to the Scheduled Report interface.

 

Click on “New” and then “Create Report” in the action bar, and follow the steps.

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The first step is to attach a particular report that needs to be sent regularly. Click on “Attach a Report”

 

You will see a drop down menu of all your reports. Use the search bar to find the report you want to schedule.

 

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Then select the format in which you’d like to receive the report (PDF or CSV). 

Make sure you choose CSV if your report contains only tables as graphs are not compatible with the CSV format and hence will not be displayed. 

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Note: You can add up to 4 reports to be sent

 

You can also select a pre-existing template for the report to be sent. By clicking on the “Template” button, a drop down menu appears with the relevant templates. 

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Send Test

The “Send Test” button allows you to test out the scheduled sending.

Please note: This action for not generate reports, its a test email.

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Select the frequency at which you would like to receive your scheduled report and it will be sent to you automatically. You have a choice of receiving a report every day, week or month. Ensure you select the date and time to receive your report.

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Finally, you can name the scheduling and select the language in which you wish to receive your report in (French or English). You can also classify it into a group.

 

You may choose how you’d like to receive your report - as a link that will open the file on the Myposeo paltform from where you can download it directly, or as a file attachment.


Once you have filled all the necessary fields, click “Approve and Schedule Report

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If you need to send your report immediately and do not want to wait for the next scheduled date, you may do so by: 

  1. Going back to the Scheduled Reports interface
  2. Clicking on the 3 dots on the right of the Report you want to send
  3. Choose “Send now” and Confirm the action

The report will then be sent to the email address assigned to the report immediately.

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