Creating a New Scheduled Report

Scheduled Reports

Scheduled report provides an option to schedule reports to be sent as an e-mail periodically. This would be useful in the following scenarios

E-mailing the reports to customers or reporting managers on a periodic basis.
Helpful in cases where SapphireIMS system is not reachable, but still the mail medium can be used to access the data wherever you are.

1. On the SapphireIMS menu, point to 'Reports' and click 'Scheduled Reports'

2. All the scheduled reports will be listed in this screen. To create a new report, click 'ADD' and read below.

Creating a New Scheduled Report

On the SapphireIMS menu, point to 'Reports' and click 'Scheduled Reports'. This will display the list of in-built Scheduled Reports available.
To add a new report click on 'Add'. The following screen is displayed.

New Scheduled Reports

The fields are described below.

Sr. No	Field Name	Description
1	Auto Report Name	The title with which the report would be referred to
2	Description	Brief description of the report to be created
3	Reports	Provides a listing of all the system and SLA reports that are created earlier. Select the report that needs to be scheduled
4	Mode of Reports	You can select the mode for the scheduled report as either e-mail, off-line or both E-mail - If this option is selected, the scheduled reports will be notified through e-mail Off Line - The notification mode will be off Line and the users with the access can view the reports when they login to the system. Default mode of offline reports is pdf
5	Scheduled Report Type	Select the format PDF or Excel. Report will be generated in the selected format
	Send To
6	Roles	Globally created SapphireIMS roles and service desk roles will be visible here. Select the roles to which the report needs to be delivered. All the users attached to the selected role would get the report delivery
7	Users	Select the users to whom the report needs to be delivered
8	External E-mail ID	This text box is provided to deliver the reports to mail ids outside the SapphireIMS system. These users need not necessarily be configured to the system but will receive the reports as scheduled For e.g. Sending to a customer whose user account is not available in IMS Sending mail to a user whose user account is available in IMS, but his e-mail ID is not available in the IMS user database
9	Access To	The Access control permissions for the Report can be set here.
	Role	Select one or more Roles for which the permission has to be given.
	Users	Select one or more Users for whom the permission has to be given.
	Access Permissions	Check one or more boxes to give permission to 'View', 'Edit', 'Delete' reports or check on 'All' if all permissions are to be given.
10	Time	Specify the time at which the report delivery should happen
11	Repeat	Specify the repeat interval at which the report delivery needs to happen periodically. Note that the report delivery would automatically be scheduled and performed repeatedly in the specified interval
12	Send Immediately	Use this option to perform an immediate report delivery

Click on 'Save'.

Editing/Deleting a Scheduled Report

To edit a scheduled report, select a report from the scheduled report list and click report link. This displays the report edit screen. Make the necessary changes and click ‘Save’.
To delete a scheduled report, select a report from the scheduled report list and click ‘Delete’. This deletes the report that is selected.