Layton ServiceDesk - Reporting - Scheduling Reports
From Layton Support
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[[File:Lsd reporting sched 01.png|center|link=]] | [[File:Lsd reporting sched 01.png|center|link=]] | ||
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#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=]]. The Name dialog will open:<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> | ||
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#Enter a body in the ''Body'' 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=]]. | ||
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=Modifying a Scheduled Report= | =Modifying a Scheduled Report= | ||
==Name and Attachment Type== | ==Name and Attachment Type== | ||
Revision as of 05:13, 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.
New Scheduled Report
- 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 .
Modifying a Scheduled Report
Name and Attachment Type
- In the Manage Scheduled Reports list view, click the ID in the ID column, the name in the Name column, or the report in the Report column.
- The Name dialog will open:
- Make changes and click the Save button .
Schedule
- In the Manage Scheduled Reports list view, click the date in the Last Run Time column or the schedule in the Scheduling column.
- The Schedule dialog will open:
- Make changes and click the Save button .
Email Configuration
- In the Manage Scheduled Reports list view, click the email button
for the schedule.
- The Report Email Body dialog will open:
- Make changes and click the Save button .
Deleting a Scheduled Report
- Click the Delete button
for the applicable schedule.
- In the confirmation dialog, click the Confirm button
.
