Creating Scheduled Reports

Creating Scheduled Reports

Custom reports which have been created can be periodically scheduled to be generated. These can be automatically sent by e-mail to selected recipients or made available for offline viewing after logging-in to SapphireIMS.

Scheduling Reports

Click on 'Add' to add a new scheduled report. The Schedule Report screen is displayed

Enter the details. The description of various fields is given in the table below.

Serial No	Field Name	Description
1	Name	The title with which the report would be referred
2	Description	Brief description of the report to be created
3	Reports	Provides a listing of all the Custom reports that are available. Select the report that needs to be scheduled
4	Mode of Reports	You can select the mode for sharing the scheduled report as either e-mail, off-line or both E-mail - If this option is selected, the scheduled reports are sent to all recipients through e-mail Off Line - The users who have been given access to the reports can view the reports when they login to the system. By default, the reports are stored as PDF files. Both - The reports are sent via e-mail as well as available for offline viewing.
5	Scheduled report type	Select the report format as PDF or Excel. The report will be generated in the selected format.
6	Language	Select the Language in which you want the report to appear.
7	Advanced Settings	This block appears when you select PDF as the report type. You can change the settings of the PDF including font, colors and table design.
8	Send To	This block appears when mode of reporting is either 'Email' or 'Both'. Select the roles and users to whom the report should be sent via e-mail. You can also enter external e-mail ids (user account not present in SapphireIMS) to whom the report has to be sent. The report is sent as an attachment in the e-mail.
9	Access To	This block appears when mode of reporting is either 'Offline' or 'Both'. Select the roles and users who should have access to the offline report.
10	Business Hours Profile	Select the Business Hours Profile during which the scheduling of reports should be restricted.
11	Holiday Profile	Select the Holiday Profile during which the scheduling of reports should be restricted.
13	Time	Specify the date and time at which the report should be first generated.
14	Repeat	Specify the interval at which the report should get sent periodically. This can be 'Hourly', 'Daily', 'Weekly', 'Monthly' or 'Quarterly'.
15	Send Immediately	Use this option to generate the report on-demand.

On entering the fields, click on 'Save' to save the report.
At the specified date and time, the report gets generated. If the mode includes e-mail, then the report is automatically sent via e-mail. If the mode includes offline, then the report is made available under the Offline Report tab.

You can click on any report to make changes. The schedule report edit screen is displayed. Make any changes and click on 'Update' to save.
You can also delete a scheduled report by selecting the report and clicking on 'Delete'.