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Saving and Scheduling Reports

Saved Reports

Save a report or graph template for reuse to save time in the next instance the User needs to view the same report or graph.

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Schedule a Report

Reports can be scheduled to launch on a specific time and date and on a repeated cycle if desired.

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  • Give the Schedule a Description, i.e. Weekly Downtime Occurrence, Daily Dispatch History Z-Cell, etc.
  • Select the Recipients to receive the report or chart when generated.
  • Choose the Template to schedule.
  • Select the Next Scheduled Date the report is to run.
  • Choose Recurrence for how often to run the scheduled report. Choosing ‘Daily’ will pull up an optional menu to select specific days of the week.
  • Inactivate button is to turn off the schedule without deleting this schedule.

 

 

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