These reports can be accessed from the Custom Reports menu, as shown below.
NOTE: By default, report criteria will only be available to the creator of the criteria. However, you can permit other users to use your saved report criteria by configuring Permissions. When editing report criteria, you can clear selected criteria by clicking Clear. To edit saved report criteria before generating a report, select saved report criteria when prompted, and then click Next.
Steps to Configure Permissions for Saved Report Criteria
Users can share their saved Report Criteria with other users or groups. As an example, the Request Report is shown below. However, the steps will be the same for all Custom Reports.
Click Reports > Custom Reports. The Custom Reports menu displays.
Click the report you want to configure Permissions for. The Load Criteria box displays as shown below.
Click Permissions. The Report Permissions screen displays as shown below.
NOTE: Use the scroll bar to view all options as they are listed horizontally.
From the Select View drop-down menu, select Groups View or Users View. Groups View will be selected by default.
NOTE: If you select Users View, select a User Group from the drop-down menu.
For each item in the Report Criteria column, select or de-select groups or users to add or remove Permission to access saved Report Criteria.
NOTE: To assign or remove Permissions to or from all users or groups, click Check All or Uncheck All accordingly.
Click Save. A confirmation message displays.
Click OK. A confirmation message displays.
Steps to Configure the Report Scheduler
As an example, the Request Report is shown below. However, the steps will be the same for all Custom Reports.
Click Reports > Custom Reports. The Custom Reports menu displays.
Click the report you want to configure the Report Scheduler for. The Load Criteria box displays as shown below.
Click Report Scheduler. The Report Scheduler displays as shown below.
Click New to set a Report Schedule. The following screen displays:
Enter information in the following fields as needed:
Field | Description |
Job Details | |
Job Name | Name for the job. |
Job Description | Description of the job. |
Select Search Criteria | Preselected search criteria, as chosen from the drop-down menu. |
Start Date/Time | Date and time that the report will be run |
Repeat For Every | Frequency at which the job will repeat |
End After | The number of times you want the job to run. |
Deactivate On Failure | Deactivate the job if it fails. |
Active | Activate the job. |
NOTE: Only search criteria for which you have Permission to access displays.
Click the Recipients Information tab. The following screen displays:
Enter information in the following fields as needed:
Field | Description |
Recipients Information | |
From Email | Email address of the sender. The user's email address will be entered by default. |
To | Recipient of the outgoing Email |
Cc | Carbon copy recipients of the outgoing Email |
Bcc | Blind carbon copy recipients of the outgoing Email |
Subject | Subject of the outgoing message |
Attachment Name | Name to apply to the report output included with the outgoing message |
Attachment Type | File type for the report output |
Insert Fields | Insert fields into the outgoing email message |
Click Save. A verification message displays.
Click OK.