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Screenshot: Report Queries section main window
Column | Description |
---|---|
ID | Query ID |
Name | Name of the query |
Query | Query details |
To Email | Tool to run a report automatically at the exact time and send the results to the list of emails |
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Screenshot: New Query form
Information Block | Description | |
---|---|---|
Name | Specify a name of the template | |
Visibility | It allows controlling the visibility of respective reports templates whether you want to keep templates private or leave them visible for other users:
| |
Report | Here, a report type will be prefilled. | |
Filters / Output | Here you need to specify filters that will be used for generating a correct report and choose the output type to view the report |
After creating the Query, you can manage whether to allow generating reports at the specific times and send results to specified emails. For this, open the needed Report Query, and click the To Email tab:
Screenshot: To Email tab
Information Block | Description | |||||
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General | Status | Specify if this function is on:
| ||||
Output Type | Specify a file type to be sent:
| |||||
Recipients | Users | Define system Users to send a Query to (can be empty if the Extra Emails field is filled in) | ||||
Extra Emails | Specify the needed extra email addresses (can be empty if the Users field is filled in) | |||||
Scheduling | Type | Report generation scheduling approach:
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Fixed | ||||||
Timezone | Indicate a timezone for a selected report run time | |||||
Add Time button |
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Last Run | Indicates when the report was last run by the system | |||||
Periodic | ||||||
Every | Determine an appropriate interval to generate a report automatically, it could be in minutes, hours, days, weeks, or years. | |||||
First Run | Offset a specific date & time up to a second (incl. a timezone) for the first run of a report | |||||
Last Run | Indicates when the report was last run by the system |
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