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Reporting Scheduler Release Notes

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  • We have build feature to schedule and run reports and send report to user them in email.

  • Page headers has been converted to a dropdown so that users can shift between reports and schedules

All Schedules page

  • In This page the users can see their schedules and details such as

    • success and failed runs

    • next schedule

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

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

Schedule time

  • In this the 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

  • By Using this the user can define a relative ex : start-time : now and end Time : yesterday

    • Now gives the time of execution

    • Today gives the start time of the day of execution

    • 1 Week gives the start time of 7 days before execution

    • 15 Days gives the start time of 15 days before execution

    • 1st of current month gives the 1st day in the month of the execution

    • 1st of last month gives the 1st day of last month from the execution

  • Users can add multiple emails as recipients

  • Configuring wrong filters will send error message instead of the report so the end user has to configure properly

  • Whenever new filter is added to the report schedule needs to be configured again to add the new filter

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