Scheduling reports to email

Summary

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

Open

header dropdown

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
    
    

Open

all schedules page

• 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

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

• 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