Key members are now able to set an automated reporting schedule. This allows for reports to be emailed to recipients or a secure drive at a predetermined date and time.
To create a schedule file and select the “report schedule” tile, it will be present on the main dashboard of the following members:
- Administrator
- Campaign Manager
- QA Manager
- QA
- Teamleader
Selecting the “Report Schedule” tile will open the Report Schedules view, where existing schedules can be viewed or new schedules can be created.
Select the Plus (+) symbol to create a report schedule.
Report Schedules can be set to either Email or SFTP delivery methods, selecting the email delivery method will allow for the following inputs and options
- Name
- Start Date
- Start Time
- Frequency - How often you want to receive a report, this will affect the contents of the report for example
- Daily - Sends a report each day at the “Start Time” with the contents of the previous day
- Weekly - Sends a report each week at the selected “Start Date & “Start Time” (This is determined by the day of the week you have selected) with the contents of the previous week.
- Monthly - Sends a report each month at the selected “Start Date & “Start Time” (This is determined by the day of the Month you have selected) with the contents of the previous month.
- Delivery Method
- Recipient - the person(s) that will receive the email
- Report - the report you want delivered.
Once you have selected the report that you would like to schedule, you will be given additional options to select from depending on the report you have selected.
Once done select “Save” the newly created report schedule will appear on the “Report Schedules” view
Multiple report schedules can be created.
When selecting the SFTP delivery method the following inputs and options will be available:
- Name
- Start Date
- Start Time
- Frequency - How often you want to receive a report, this will affect the contents of the report for example
- Daily - Sends a report each day at the “Start Time” with the contents of the previous day
- Weekly - Sends a report each week at the selected “Start Date & “Start Time” (This is determined by the day of the week you have selected) with the contents of the previous week.
- Monthly - Sends a report each month at the selected “Start Date & “Start Time” (This is determined by the day of the Month you have selected) with the contents of the previous month.
- Delivery method
- SFTP Host - The host URL
- SFTP Port
- SFTP Path - The Path to the file where the reports will be sent
- SFTP Username - Username for the SFTP drive
- SFTP Password - Password to access the SFTP drive
- Report - The report you want to delivered.
Once done select “Save” the newly created report schedule will appear on the “Report Schedules” view
*NB if a date or time that has already passed is selected then the first report will immediately be sent, and any future reports will only be sent at the selected date and time.
Any number of recipients can be used, however each recipient needs to be spaced with a Semicolon (;).