Sharing your Reports

Once a report is generated, it can be emailed either as inline content or as a PDF attachment. You can also schedule reports to be generated on a recurring basis.

Emailing Reports as PDF

  1. Under the BUILD section, from the bottom right corner of the screen, click Share.
    A pop-up window to Schedule reports is displayed.
  2. In the Schedule reports window, under the General section, enter or select the required field information.
    The following table describes all the fields in the General section:
    Field Description
    *Subject Enter a subject for the email which will also be populated under Scheduled Jobs on the Reports :: Schedule page.
    *To Enter the names of the recipients of the email.

    Two options are available here:

    • Add single/multiple email addresses.
    • Add user groups(s).
    Email body/text Compose the email.
    * : Mandatory fields

Scheduling Reports

Reports can be scheduled to be generated on a recurring basis.
  1. Under the BUILD section, from the bottom right corner of the screen, click Share.
    A pop-up window to Schedule reports is displayed.
  2. In the Schedule reports window, under the Schedule section, enter or select the required field information.
    The following table describes the fields in the Schedule section:
    Field Description
    *Starts on Select the date on which report is to be scheduled.
    *Repeat every Select the numeric value and the frequency of recurrence as minutes, hours, days, weeks, months, or years.
    *Ends Select when the report should stop recurring. The options available are:
    • Never
    • On a specific date.
    • After a set number of occurrences.
    * : Mandatory fields
  3. Click Save.
    The scheduled report will be displayed on the Reports :: Schedule page.
  4. To disable/pause the scheduled job, click (Pause) icon.
  5. To resume the scheduled job, click (Resume) icon.