Scheduling, Sharing, and Deleting a Report

Scheduling a Report

You can schedule your default/ customized reports from existing dashboards to analyze the telemetry data. Scheduled reports run automatically at daily, weekly, monthly, and yearly basis and 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 a 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 to be sent.

• • Now - Sends a report immediately
  • Daily - Sends reports on daily basis
  • Weekly - Sends reports on week days
  • Monthly - Sends reports on a specified date within a month
  • Quarterly – Sends reports on a specified date within three months starting from 1st of a 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 whom you want to share

8. Click Schedule
The report will be scheduled on 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 click Remove Schedule
   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 can not delete the other's reports.