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Administration Guide

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Schedule reports

Both the standard report templates and custom reports can be scheduled to run on a regular basis. Custom reports are output to the file format selected by the user when adding the report. The standard reports are output to .pdf files with the filename format ReportType.MM.DD.YYYY-hh-mm-AM/PM.pdf with the following filenames:

  • PolicyCharts
  • PolicyOSReport
  • PolicyTestSummary
  • RegistrationFailure
  • RegistrationOSReport

View scheduled reports by selecting Logs > Reports > Archives. The output may be sent to administrators or other users via email. A list of Administrator groups is displayed in the Email group drop-down list in the report schedule view.

Reports via e-mail prerequisites
  • The administrators who will receive the email must be members of an Administrator group. This can be the All Management Group or another Administrator group that has been created. See Groups view for details on creating groups.
  • The members of the Administrator group must have an email address in their user record(s) to receive email. See Add an administrator for more information.
  • The mail server information must also be entered under System > Settings. See Email settings for more information.

  1. Select Logs > Reports.
  2. To schedule a standard report: Go to the Templates tab, select a Report Type and click Schedule.
  3. To schedule a custom report: Go to the Custom tab, select a report and click Schedule.

  4. Enter a Name for the Scheduled task.
  5. Select an Email Group if you want to share the report.
  6. Enter the Data Range and select Days, Hours, or Weeks from the drop-down list.
  7. Enter the Schedule Interval and select Days, Hours, or Weeks from the drop-down list.
  8. Enter the Next Scheduled Time.
  9. Click Apply.
Settings

Field

Definition

Name

Name for the scheduled task.

Email Group

Group containing the administrators who will receive the email report results when the scheduled task runs.

Data Range

Number of hours, days, or weeks of data in the report.

Schedule Interval

Length of time the scheduled task waits before running again.

Next Scheduled Time

Initial date/time the task is scheduled to run. Format is MM/DD/YY hh:mm AM/PM.

Schedule reports

Both the standard report templates and custom reports can be scheduled to run on a regular basis. Custom reports are output to the file format selected by the user when adding the report. The standard reports are output to .pdf files with the filename format ReportType.MM.DD.YYYY-hh-mm-AM/PM.pdf with the following filenames:

  • PolicyCharts
  • PolicyOSReport
  • PolicyTestSummary
  • RegistrationFailure
  • RegistrationOSReport

View scheduled reports by selecting Logs > Reports > Archives. The output may be sent to administrators or other users via email. A list of Administrator groups is displayed in the Email group drop-down list in the report schedule view.

Reports via e-mail prerequisites
  • The administrators who will receive the email must be members of an Administrator group. This can be the All Management Group or another Administrator group that has been created. See Groups view for details on creating groups.
  • The members of the Administrator group must have an email address in their user record(s) to receive email. See Add an administrator for more information.
  • The mail server information must also be entered under System > Settings. See Email settings for more information.

  1. Select Logs > Reports.
  2. To schedule a standard report: Go to the Templates tab, select a Report Type and click Schedule.
  3. To schedule a custom report: Go to the Custom tab, select a report and click Schedule.

  4. Enter a Name for the Scheduled task.
  5. Select an Email Group if you want to share the report.
  6. Enter the Data Range and select Days, Hours, or Weeks from the drop-down list.
  7. Enter the Schedule Interval and select Days, Hours, or Weeks from the drop-down list.
  8. Enter the Next Scheduled Time.
  9. Click Apply.
Settings

Field

Definition

Name

Name for the scheduled task.

Email Group

Group containing the administrators who will receive the email report results when the scheduled task runs.

Data Range

Number of hours, days, or weeks of data in the report.

Schedule Interval

Length of time the scheduled task waits before running again.

Next Scheduled Time

Initial date/time the task is scheduled to run. Format is MM/DD/YY hh:mm AM/PM.