Motadata Docs

Schedule Report

The Schedulers in the reports are tasks that do specific operations periodically. For reporting, the schedulers are used to generate and send the report to different people.

To create a schedule,

  1. Click the calendar icon available on the reports list page as shown in the below-left figure. The Schedule Report popup appears.
Scheduler Icon
Scheduler Icon
Schedule Report Popup
Schedule Report Popup
    The page displays the schedulers configured only for that particular report. In the popup you can perform the following tasks:

    • View the schedules
    • Create schedule
    • Edit schedule
    • Delete schedule
    • Search schedule
    • Enable or disable the schedule
  1. Click the Create Schedule button and the page appears.
Create Schedule button
Create Schedule button
Create Schedule Popup
Create Schedule Popup
  1. Enter the following details:
    Parameter Description
    Name Enter the name of the schedule.
    Emails Enter the email address of the people to whom you want to send the report.
    Format Select the format of the report. The options are: PDF, Excel, CSV, and Word.
    Run Report for Last Days Select the number of days for which you want to generate the report data.
    Technician Select the technicians to whom you want to send the report.
    Technician Group Select the Technician Groups to whom you want to send the report.
    Export Option Select whether you want to export the report as an attachment or attachment link.
    Schedule Type

    Select the type of schedule. The options are:

    • Once: The schedule will run only once on the selected start date.
    • Daily: The schedule will run daily starting from the selected start date and time.
    • Weekly: The schedule will run once a week as per the selected day and time.
    • Monthly: The schedule will run once a month as per the selected date, time, and month.
    Start At Select the date from which the schedule should start running.
    Time Select the time at which the schedule should run.
    Day (Available for Weekly schedule) Select the day on which the schedule should run.
    Date Select the date based on which the schedule should run.
    Month (Available for Monthly schedule) Select the month till which the schedule should run.
  2. Once done, click Create and the schedule gets created.

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