Schedule Report

Users can set up a schedule for report downloads, which automates the process and eliminates the need for daily manual downloads and streamlines their workflow.

To create a Schedule Report, go to Reports > Click on as highlighted in the below-given image.

After clicking on , the tab will open on the right side of the screen, as shown below.

To create a Schedule Report, click on + Create Schedule Report. The following window will open on the right side of the screen:



To Schedule a Report

Follow the steps to configure the schedule report.

• Relative Type: Select the time period for which the report should be generated.
  • Today: Generates the report using data from the current day.
  • Yesterday: Generates the report using data from the previous day.
  • This Week: Includes data from the beginning of the current week up to the present day.
    • Schedule Type: select the days on which the report is to be generated.
      

• • Last Week: Includes data from the previous calendar week.
    • Schedule Type: select the days on which the report is to be generated.
      
  • Last 7 days: Includes data from the last seven days, including the current day.
    • Schedule Type: select the days on which the report is to be generated.
      

• • This Month: Includes data for the current month.
    • Schedule Type: select the days on which the report is to be generated.
      
  • Last Month: Includes data from the previous calendar month.
    • Schedule Type: select the days on which the report is to be generated.
      
• Time Range: Enable this option to generate the report for a specific time range instead of the entire 24 hour period.
• Report Generation Time: Specify the time at which the system should automatically generate the scheduled report.
• TimeZone: Select the timezone that will be used for report generation and scheduling. The report is generated according to the selected timezone.
• Report Type: Select the format in which the report should be generated.
  • Summary: Generates a summarized version of the report containing key information.
  • Daily: Generates the report with day-wise records for the selected period.
  • Detail: Generates a detailed report containing all available records and information.
  • Summary with detail: Generates a report that includes both a summary and detailed records.

• Action Type: Select the method through which the generated report will be delivered.

  • Email

• • • Email Address: Enter one or more recipient email addresses where the report should be delivered. Multiple email addresses can be specified, separated by commas.
      • Verify Email: Click to validate the entered email address(es) before saving the schedule.
    • Bcc Recipients: Enter one or more email addresses to receive a blind carbon copy (Bcc) of the report. Multiple email addresses can be specified, separated by commas.
      • Verify Bcc Recipients Email: Click to validate the entered email address(es) before saving the schedule.
    • Email Retry Window: Specify the time interval for retrying report delivery if the email fails to send. The system will attempt to resend the email within the configured retry window.
    • Copy From: Select an existing report schedule to copy its email configuration. 
    • Message: Enter the email message that will be included along with the scheduled report.
    • File Format: Select the format in which the report should be generated. 
      • XLS: Generates the report in Excel format.
      • PDF: Generates the report in PDF Format.
      • CSV: Generates the report in Comma-Separated Values format.
    • Report Name: Enter a name for the scheduled report.
    • Advance Configuration: Click to expand and configure additional option for report.
    • Save: Click to save the report schedule with the configured settings.
    • Cancel: Click to discard the changes and close the report scheduling window without saving.

  • FTP

    • Host Address: Enter the hostname address of the FTP server where the generated report will be uploaded.
    • Port: Specify the port number used to establish the FTP connection.
    • Username: Enter the username required to authenticate with the FTP server.
    • Password: Enter the password associated with the specified FTP account.
    • Folder Name: Specify the destination folder on the FTP server where the report will be uploaded.
    • File Format: Select the format in which the report should be generated.
      • XLS: Generates the report in Microsoft Excel format.
      • PDF: Generates the report in PDF Format.
      • CSV: Generates the report in Comma-Separated Values format.
    • Report Name: Enter a name for the scheduled report. This name is used to identify the report and is also applied to the generated report file.
    • Advance Configuration: Click to expand and configure additional option for report.
    • Save: Click to save the report schedule and enable report delivery via FTP.
    • Cancel: Click to discard the changes and close the configuration window without saving.

  • SFTP

    • Platform: Select the cloud storage platform where the generated report will be uploaded. Currently, Amazon S3 & Azure are supported.
    • Access Key ID: Enter the Access Key ID associated with your Amazon S3 account.
    • Secret Access Key: Enter the Secret Access Key corresponding to the provided Access Key ID.
    • Region: Specify the AWS region where the target S3 bucket is hosted.
    • Bucket Name: Enter the name of the Amazon S3 bucket where the generated report will be uploaded.
    • File Format: Select the format in which the report should be generated.
      • XLS: Generates the report in Microsoft Excel format.
      • PDF: Generates the report in Portable Document Format.
      • CSV: Generates the report in Comma-Separated Values format.
    • Report Name: Enter a name for the scheduled report. This name is used to identify the report and is also applied to the generated report file.
    • Advance Configuration: Click to expand and configure additional option for report.
    • Save: Click to save the report schedule and enable report delivery to the configured Amazon S3 bucket.
    • Cancel: Click to discard the changes and close the configuration window without saving.

  • Social Media API

    The Social Media API action type allows users to deliver scheduled reports through supported messaging platforms. Currently, the platform supports WhatsApp and Telegram.

    • Gateway: Select the messaging platform through which the scheduled report should be delivered. Available options include:
      • WhatsApp: Sends the scheduled report to the specified WhatsApp recipient(s).
      • Telegram: Sends the scheduled report to the specified Telegram chat.
    • Recipient Number (WhatsApp): Enter the recipient's WhatsApp number, including the country code (for example, +91XXXXXXXXXX). Multiple recipient numbers can be entered by separating them with commas, if supported.
    • Telegram Chat ID (Telegram): Enter the Telegram Chat ID of the user or group where the scheduled report should be delivered.
    • File Format: Select the format in which the report should be generated.
      • XLS: Generates the report in Microsoft Excel format.
      • PDF: Generates the report in Portable Document Format.
      • CSV: Generates the report in Comma-Separated Values format.
    • Report Name: Enter a name for the scheduled report. This name is used to identify the report and is also applied to the generated report file.
    • Advance Configuration: Click to expand and configure additional report scheduling and delivery settings, if required.
    • Save: Click to save the report schedule and enable report delivery through the selected messaging platform.
    • Cancel: Click to discard the changes and close the configuration window without saving.