Forum Discussion

JL's avatar
JL
Occasional Contributor
11 years ago
Solved

How to schedule reports to be emailed

Hello, We use DejaClick. I have set up 5 transaction scripts that go off hourly. I would like to have reports emailed to me daily for each one of these transactions. Specifically I would like t...
  • JL's avatar
    JL
    11 years ago
    I was shown by SmartBear's support how to create the reports to be emailed to me daily, kind of. You cannot schedule a report to be mailed daily with the data from the past 3 weeks. Here is how to schedule reports to be emailed to you if you are still looking to do this


    To set up daily scheduled reports, please log in to the portal and click on 'Reports'.



    - Select 'multiple Sites/Devices' and check the 'Scheduled Summary' check box at the 'Multi-Site Reports' selection



    - The 'Date Range' you select choses the 'daily, weekly or monthly' cycle. For example if you select 'Yesterday, or Last 2 days or the Last 3 days', it will be a 'daily' scheduled report. But if you select 'Last month', it will be a monthly scheduled report



    - Click on 'Create Report' and the 'Report Scheduler' window will pop up



    - Select your 'Report Format', 'Email Method', name your new scheduled report, add your email recipients and click on save


JL's avatar
JL
Occasional Contributor
11 years ago
I was shown by SmartBear's support how to create the reports to be emailed to me daily, kind of. You cannot schedule a report to be mailed daily with the data from the past 3 weeks. Here is how to schedule reports to be emailed to you if you are still looking to do this


To set up daily scheduled reports, please log in to the portal and click on 'Reports'.



- Select 'multiple Sites/Devices' and check the 'Scheduled Summary' check box at the 'Multi-Site Reports' selection



- The 'Date Range' you select choses the 'daily, weekly or monthly' cycle. For example if you select 'Yesterday, or Last 2 days or the Last 3 days', it will be a 'daily' scheduled report. But if you select 'Last month', it will be a monthly scheduled report



- Click on 'Create Report' and the 'Report Scheduler' window will pop up



- Select your 'Report Format', 'Email Method', name your new scheduled report, add your email recipients and click on save


SJeffries's avatar
SJeffries
Icon for Staff rankStaff
11 years ago

You can edit your scheduled reports as well, after they have been created. You cannot edit frequency however. As mentioned prior the frequency is pre-determind based on the date range seleceted for the report when it's originally created. You can, however, update the format, devices and recipients of the report aftar the fact. Scheduled Reports are found in AlertSite 1.0 only currently. Click on Reports - Scheduled Reports to review them.

 

TIP: From UXM, click the link on the left side of the page to reach the AlertSite 1.0 console