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To start managing, choose the respective query from the section and click on the name to open the settings.

Creating a Report Query

All reports templates are created You can create a report query either using a New Report Query button in the main section, or from the respective sections while generating reports.  To add If you are adding a new templatequery from the report section, you need to: 

  1. open the target report section;
  2. fill in a query form with respective parameters;
  3. click the Save Query button;
  4. in a pop-up window with template settings, fill in all required fields (screenshot and field description is provided down below);
  5. click Apply to save a template. 

Screenshot: New Template Query form

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Report users under specified Reseller. To enable this option, select one parameter from the drop-down list available for users according to the settings of the Reseller fieldThis tool allows
Information BlockDescription
NameHere you can specify parameters for the template that will be used while running reportsTitleSpecify a name of the template
ResellerIndicate a Reseller for the report 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:

  • Public -
  • available for all users; 
  • Private - accessible strictly for the creator.
ReportHere, a report type will be prefilled.Watch
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

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specific times and

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send results to specified emails. For this, open the needed Report Query, and click the To Email tab:

Screenshot: To Email tab

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Information BlockDescription
GeneralStatus

Specify if this function is on:

  • Enabled
  • Disabled
Output Type

Specify a file type to be sent:

  • CSV
  • Excel
RecipientsUsersDefine system Users to send a Query to
Extra EmailsSpecify the needed extra email addresses (optional)
SchedulingRun Times
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(warning)   Attention

Please note that this tool is not available for Web output type, only for CSV/Excel XLS/Excel XLSx.

RecipientsSpecify emails of recipients. Here you can indicate your own or other users' email, even those of 3rd parties.Run Time
Determine an appropriate time to generate a report automatically, it could be several times, for example, 10:00, 12:00, 18:00
Run
Time
Times TimezoneIndicate a timezone for a selected report run time
Days of the WeekDefine days of
a
the week to generate a report automatically. For example, you can run a report only on Monday or each day of the week.
Report QueryHere you need to specify filters that will be used for generating a correct report and choose the output type to view the report


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Warning

If you create the report

template

query and the

Watch

To Email option is enabled, the client will receive the file with a report even when there are no statistics for a specified period

.Please be aware that the templates previously existing in the Reports to email section could not be restored automatically. Note that you can recreate them if needed

.