Scheduling, Sharing, and Deleting a Report

This article explains the procedures on how you can schedule, share, and delete a report from the dashboard home page.

Scheduling a Report

You can schedule your default or customized reports from existing dashboards to analyze the telemetry data. Scheduled reports run automatically on a daily, weekly, monthly, and yearly basis, and you can share them with others by adding their email address. You can send reports in either PDF or PPT formats.

To schedule a Report from a dashboard,

1. After saving a report template from the dashboard, click Schedule next to the right of the report.

2. Click Create New Schedule.
A popup appears, as shown in the following image.

3. In the Scheduled Report window, enter a Name for the report.

4. Select the frequency at which the report is to be sent.

• • Now - Sends a report immediately
  • Daily - Sends reports on daily basis
  • Weekly - Sends reports on weekdays
  • Monthly - Sends reports on a specified date within a month
  • Quarterly – Sends reports on a specified date within three months, starting from 1st of each month
  • Yearly - Sends reports on a specified date in a year

5. Select Format

• • PDF
  • PPT

6. Click Add Recipients
Add Recipients window opens

7. Add one or more email addresses that you want to share

8. Click Schedule
The report will be scheduled for a specified date and time.

9. You add one or more than one schedule to the same report. To do this, click Notify --> Add More Schedules and repeat the above steps.

Editing a Schedule and Subscribing Recipients

After you have added a schedule, you can always edit and add additional recipients to share the reports.

To edit a schedule,

1. Click Scheduled next to the report that you have already scheduled
   A report scheduler window appears
2. Click Notify next to the report
   A view recipient window appears
3. In Add/Remove recipients field, add a recipient’s email address
4. Add CC or BCC (outside of your company network)
5. Click Schedule
   A report will be scheduled and delivered on a specified time to the recipient’s address

Removing a Schedule

To remove the schedule,

1. Navigate to Reports from the left menu 
2. Click Scheduled right to the report that you have already scheduled
   A report schedule window opens
3. Click three dots next to notify and then click Remove Schedule
   The schedule will be removed

Deleting a Report

To delete a report,

1. Navigate to Reports from the left menu 
2. Click three dots left to a report that you have created
3. Click Delete from the dropdown
   Your report will be deleted

Note: You cannot delete other people's reports.