12.2 My Reports - Scheduled

This topic provides the systematic instructions for the schedule reports to be generated at various intervals, including daily, weekly, monthly, quarterly, and annual schedules.

Figure 12-4 My Reports - Scheduled



Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 12-4 My Reports - Scheduled- Field Description

Field Name Description
Search  
Report ID Report ID to search specific report. All the report IDs will be listed.
Report Name Report Name to search specific report. All the reports with the names will be listed.
Generation Date To search generated reports between specific date ranges.
  • From date – to specify the date from which the generated reports to be searched.
  • To date – to specify the date till which the generated reports to be searched.
Report List  
Report Name Report Name to search specific report. All the reports with the names will be listed.
Report Sub ID Links of view the specific report.
Generation Date and Time Report generation time and date.
Status Status of generated reported.
The status can be:
  • Processed
  • Pending
  • Error

To view and download the generated scheduled reports:

  1. Navigate to the My Reports screen.
  2. Perform one of the following actions:
    • Click the Scheduled tab.

      The list of scheduled reports appears.

    • Click the search icon to search the reports with given search criteria.
    • The search results matching to the search criteria are shown on the same screen.

    Figure 12-5 My Reports - List of Scheduled Reports



    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 12-5 My Reports - List of Scheduled Reports- Field Description

    Field Name Description
    Search  
    Report ID Report ID to search specific report. All the report IDs will be listed.
    Report Name Report Name to search specific report. All the reports with the names will be listed.
    Generation Date To search generated reports between specific date ranges.
    • From date – to specify the date from which the generated reports to be searched.
    • To date – to specify the date till which the generated reports to be searched.
    Report List  
    Report Name Report Name to search specific report. All the reports with the names will be listed.
    Report ID Links of view the specific report.
    Generation Date and Time Report generation time and date.
    Status Status of generated reported.
    The status can be:
    • Processed
    • Pending
    • Error
  3. Click on the Report ID link to view the detailed report (Refer specimen provided for each report).