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Summary

  • We have built a feature where users can schedule the reports to

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  • emails.

  • To access Schedules, the user can click on Report Explorer dropdown. Page headers have been converted to a dropdown so that users can shift between reports and schedules.

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All Schedules page

  • On this page users can see their schedules and details such as

    • success and failed runs

    • next schedule

    • quick actions to Add Schedule, Disable, Edit, Delete the schedule

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  • Near the page header, we have a schedule status button which will show the full details of the schedule runs

Create schedules

  • This page is created to define the metrics of the schedule such as

    • Which report

    • Schedule the Time, frequency and time zone

    • With what filters it should run

    • To whom this schedule should send the report

  • schedule status can disabled here also to stop the schedules

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Schedule time

  • This section is the place where user can define the Run time, Frequency and Timezone

  • Currently, we are supporting only fixed options in the frequency and the possible combinations are

    • every day → every hour → 30th min / 15th min / Na

    • every day → every 12 hour / every 6 hour → NA

    • Particular day / Last Day → particular hour → NA

  • Execution time will be created based on the above cases and converted to the selected timezone

Filters

  • In this section users can select the filters for the report

  • here for the Date and Date time filter is made different so that it can be relative to the time schedule execution time

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