11.2 Schedule Reports

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 11-3 Schedule Reports


Description of Figure 11-3 follows
Description of "Figure 11-3 Schedule Reports "

Note:

The fields which are marked as Required are mandatory.

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

Table 11-3 Schedule Reports - Field Description

Field Name Description
Report Name Select the type of report to be generated.
Report Format Select the format in which the report is to be generated.
The options with Internal Reporting Application are:
  • PDF
  • CSV
Select Frequency Select the frequency at which the report is to be generated.
The options are:
  • Once
  • Daily
  • Weekly
  • Monthly
Start Generating Start date of the date range from which you want to generate the report.
Stop Generating End date of the date range up-to which you want to generate the report.
View Scheduled Report Link to view all the reports that are scheduled under a party mapped to the logged in user.
  • View Scheduled Reports
    This topic provides the systematic instructions to the corporate administrators for viewing all scheduled reports and their associated details for a party mapped to the user.
  • Edit Scheduled Reports
    This topic provides the systematic instructions to the corporate administrators for modifying the parameters defined for scheduled reports.
  • Delete Scheduled Reports
    This topic provides the systematic instructions to the corporate administrators for deleting the scheduled reports that are no longer required.

Parent topic: Report Generation