Scheduling a Report
Scheduling the reports will help you to generate recurring reports on a daily, weekly, or monthly basis in a CSV or PDF format over emails.
This chapter will cover the following sections:
Scheduling a report
To schedule a report, follow the given steps:
Login to Sectona as an administrator.
Go to Analytics and click on the Canned or Custom report you want to schedule.
Click on the Schedule icon placed at the top-right corner of the screen.
Click on +New Report Scheduler button.
Select CSV or PDF as a report format from the drop-down menu.
Scheduler: Select whether you want to schedule the report for a daily, weekly or monthly basis. Here the selection is applicable for a particular date, a particular day of the week or for a particular month
Scheduler Start: Provide the start date of the scheduler.
Scheduler Time: Provide a specific time for scheduling the report. Here you can tick the ‘Any’ checkbox in case of general time.
Recipient Email: Provide the email address of the person to whom scheduled reports must be sent.
Make sure to tick the 'Active' checkbox.
Click on the Save button.
Updating a scheduled report
To update a scheduled report, follow the below-recommended steps:
- Login to Sectona as an administrator.
- Go to Analytics and click on the Scheduler icon placed at the top-right corner of the screen.
- You will be greeted with the screen with all the scheduled reports listed.
- Click on the report you want to update and modify the parameters.
- Click on Update.
Viewing Consolidated Reports
All scheduled reports can be viewed under the Scheduler option. This helps to keep a record of all the scheduled reports in Sectona , hence providing the information such as Report Name, Scheduled By, Scheduler Type, Status and an Action button to View Trail.
To view consolidated reports on Sectona, follow the given steps:
Login to Sectona as an administrator.
Go to Analytics and click on the Scheduler icon placed at the top-right corner of the screen.
You will be greeted with the screen with all the scheduled reports listed.
Deleting a scheduled report
To delete a scheduled report, follow the below-recommended steps:
- Login to Sectona as an administrator.
- Go to Analytics and click on the Scheduler icon placed at the top-right corner of the screen.
- You will be greeted with the screen with all the scheduled reports listed.
- Click on the report you want to delete.
- Click on the Delete button and select Yes to confirm.
Related How-to Articles