Custom Report Scheduler

This topic covers how to use the Report Scheduler to create Cardholder Lists that run a specified time.

 

FEATURED TOPICS

Overview and Prerequisites

Scheduled Reports

 

 

Overview and Prerequisites

The Report Scheduler is highly configurable feature. This feature allows the user to create scheduled reports that run on a cycle, such as daily, monthly, or on a specified day - like 1st day of the quarter.

Scope of the Report: The Report Scheduler pulls a List of All Cardholders for a specified customer.

  • The reports can be configured to run every day or any individual day.

  • Reports can run on demand or they can be saved in the system for repeat generation.

  • The report schedule can include up to 5 email recipients, including one BCC.

 

PREREQUISITES AND NOTES

  • The user login account must have the correct permissions needed to view and configure the report.

 

 

HOW TO OPEN THE SCHEDULE SCREEN

There is one way to open this report.

  1. From the side menu, click the Report icon.

  2. When the cascading menu expands, choose the Schedule Report option (beneath the Who's In Report).
    This option is not found on a Dashboard tile.

 

× Reports Icon (from sidebar menu)

 

Create a New Scheduled Report

This report pulls the Cardholder List for the specified client. The Cardholder List contains all the cardholders that belong to a client (customer).

 

  • The report is generated based on the scheduling selections that are configured and saved by the user.

  • Once the user saves the report, it will be generated automatically based on the parameters chosen in the Scheduling Panel.

  • There can be up to 5 email recipients for each report, including a BCC recipient.

  • You must select a Customer Selector to create and run the report.

  • NOTICE: whatever you put in the Comments field will be used as the Report Name

 

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  1. In the Select Report field, select "New" to create a new report.
    (or choose an existing report from the list if you want to run or change it)

  2. In the Email Recipient 1 field, enter the valid email address of the first recipient of the report.

  3. In the Email Recipient 2 thru 4 fields, enter the valid email addresses of additional recipients - as needed.

  4. In the Email Recipient BCC field, enter the valid email address of the recipient that gets a blind copy.

  5. In the Email Subject field, enter the subject text you want in the subject line of the email - like "Cardholder List - Daily" (or whatever cycle is used)

    the desired criteria (i.e. Department, Customer, First or Last Name, ...)

  6. In the Email Body field, enter the salutation or any pertinent info for the report.

  7. In the Comments field, enter the name of the report (this text becomes the name of the report that appears in the Select Report droplist)

  8. In the Customer Selector droplist, choose the Customer name you want to filter by - as needed.
    (This sets the filter to pull only cardholders that are assigned to the selected Customer ID)

  9. Click the Save button at this point to save the email setup

  10. Configure the Schedule settings using one of the following methods ...

    DISABLED

    This option will disable a selected report.

    1. Select the Disabled option.

    2. Click Save  to disable the selected report.

     

    RUN ASAP

    This option will run the selected report immediately.

    1. Select the Run ASAP option.

    2. Click Save  to run the report.

     

    RUN ONCE

    This option will run the selected report only once at the chosen time.

    1. Select the Run ONCE option

    2. Set the Time (hours & minutes) you want the report to run.

    3. Click Save  to run the report once at the scheduled time.

     

    RUN DAILY

    This option will run the selected report at the set time on the chosen days.

    1. Select the Run DAILY option.

    2. Select (check) the Days of the Week you want the report to run.

      (unchecking a day will prevent the report from running on that day)

    3. Set the Time (hours & minutes) you want the report to run.

    4. Click Save  to generate the report at the scheduled time.

     

    RUN ADVANCED (Quarterly or other times)

    This option will run the report at the set time on the chosen day(s).

    1. Select the ADVANCED option.

    2. Select (check) the Days you want the report to run.

      (unchecking a time interval will prevent the report from running on that interval)

    3. Set the Time (hours & minutes) you want the report to run.

    4. Click Save  to generate the report at the scheduled time.


  11. The scheduled report will show the cardholder list.