Layton ServiceDesk - Reporting - Scheduling Reports
From Layton Support
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=Procedure= | =Procedure= | ||
#The Analyst who will be doing this procedure must have '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Reports Access|Reports Access]]''' enabled on their account, or they will not see the Reporting tab. | #The Analyst who will be doing this procedure must have '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Reports Access|Reports Access]]''' enabled on their account, or they will not see the Reporting tab. | ||
| − | #Click the Add button [[File:Lsd btn plus.png|link=]].<br /><p>[[File:Lsd reporting sched 02.png|link=]]<br /></p> | + | #Click the Add button [[File:Lsd btn plus.png|link=]]. The Name dialog will open:<br /><p>[[File:Lsd reporting sched 02.png|link=]]<br /></p> |
#Enter a name for the schedule in the ''Name'' field. Note that this is not necessarily the same as the report name. | #Enter a name for the schedule in the ''Name'' field. Note that this is not necessarily the same as the report name. | ||
#Select a report in the ''Report'' menu. | #Select a report in the ''Report'' menu. | ||
#Click a checkbox for the type of file attachment you want. | #Click a checkbox for the type of file attachment you want. | ||
| + | #Click the Save button [[File:Lsd btn save.png|link=]]. | ||
| + | #The Schedule dialog will open:<br /><p>[[File:Lsd reporting sched 03.png|link=]]<br /></p> | ||
| + | #Configure a start date (default is the current date) in the ''Starting From'' menu. | ||
| + | #Click the ''Daily'', ''Weekly'' or ''Monthly'' radio button, then configure the remaining applicable settings. | ||
| + | #Click the Save button [[File:Lsd btn save.png|link=]]. | ||
| + | #The Report Email Body dialog will open:<br /><p>[[File:Lsd reporting sched 04.png|link=]]<br /></p> | ||
| + | #Enter the email addresses to which the report will be emailed, separated by a semicolon, in the ''Sent to'' field. | ||
| + | #Enter a subject in the ''Subject'' field. | ||
| + | #Enter a body in the ''Body'' field. | ||
#Click the Save button [[File:Lsd btn save.png|link=]]. | #Click the Save button [[File:Lsd btn save.png|link=]]. | ||
<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p> | <p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p> | ||
Revision as of 04:08, 3 August 2016
Previous article in this series: Report Design Layout
Contents |
Overview
Reports can be scheduled to run at a set interval, which will produce a PDF or CSV file that is emailed to specified email addresses.
Any report other than a statistics report can be scheduled. The reports that can be scheduled produce a grid of results.
Procedure
- The Analyst who will be doing this procedure must have Reports Access enabled on their account, or they will not see the Reporting tab.
- Click the Add button
. The Name dialog will open:
- Enter a name for the schedule in the Name field. Note that this is not necessarily the same as the report name.
- Select a report in the Report menu.
- Click a checkbox for the type of file attachment you want.
- Click the Save button
.
- The Schedule dialog will open:
- Configure a start date (default is the current date) in the Starting From menu.
- Click the Daily, Weekly or Monthly radio button, then configure the remaining applicable settings.
- Click the Save button .
- The Report Email Body dialog will open:
- Enter the email addresses to which the report will be emailed, separated by a semicolon, in the Sent to field.
- Enter a subject in the Subject field.
- Enter a body in the Body field.
- Click the Save button .
