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Open Reports – Create Schedules

Marisa Potgieter
  • Updated

Open Reports – Create Schedules

Follow the steps below to Schedule a Report from the Open Reports tab:

  1. Log in to Unity

  2. From the Navigation Panel on the left-hand side, click the Reports module

  3. From the Reports Library tab, select the desired Report

  4. Select the report parameters and run the report as necessary

  5. After the information has been generated on the Open Reports tab, click the Schedule button

reports_user_guide_41.png

Note: For step-by-step instructions on how to generate a report, refer to the ‘How to – Create a Report’ section.

Follow the steps below to Schedule a Report from the Open Reports tab:

  1. From the schedule report parameters, type in a Schedule name (by default, the schedule name field is filled with the phrase “Scheduled [report name]”, but you can rename it as necessary)

  2. Select a File type, options include: Excel, PDF, CSV, HTML

  3. From the Routine and range section, choose how often you want to run the report. The Frequency options include: Daily, Weekly, Monthly, Quarterly

  4. Select a Time range, which indicates which period the scheduled report should cover. Most report options include: Current day, Previous day, Past 7 days, Current week, Previous week, Current month, Previous month

Note: A new Scheduled report will be created with the same parameters (e.g. assets and view) selection that were chosen when the report was generated.

reports_user_guide_42.png

Follow the steps below to Schedule a Report from the Open Reports tab:

  1. From the Subscriptions section, select the users that you would like to share the scheduled report with, click the Internal recipients field

  2. To individually select Users add a tick next to the desired User (the creator will be selected by default)

  3. Or click the Search field, and type in the user name, label or group to locate the associated User

  4. Or click to enable Group mode and select the desired groups (includes a Group of pre-existing users)

  5. Click the Confirm button

  6. Within the External recipients field, type in the desired email addresses that you would like to share this scheduled report with

  7. Click the Save button

Note: The subscription of the scheduled reports for any user is based on the access levels of the creator of the report.

Once saved, the selected report will be automatically generated and sent to all the subscribers based on the defined schedule.