Versions Compared

Old Version 12

changes.mady.by.user Gints Vaskums

Saved on

compared with

New Version Current

changes.mady.by.user Mercedes Rothwell

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Guide Contents

Child pages (Children Display)alltruepageReports and Analytics
Expand
titleVersion History

Date

Change

September 2023

Reformatted page

November 2021

Initial Version

Click on images to expand them

. Rw ui tabs macro
Rw tab
titleDocupace Analytics

To schedule reports, you need to have report scheduler access rights configured in the site’s security realm.

Exago Report Scheduler

The Scheduler can schedule or re-schedule existing reports.

Exago Report Scheduler Admin

The Scheduler Admin can see and schedule the reports with the Schedule Admin tool1

.

Scheduling Reports

To schedule a

report, select appropriate

report

from the list, click on the three lines icon and choose Schedule Report from the dropdown.Image Removed

2

There are four steps (displayed as tabs) to be completed:

  1. Recurrence

  2. Filters

  3. Batch

  4. Recipients

Recurrence:

Schedule Name: Enter the name

Export Type: Select from the dropdown (Excel, PDF, RTF or CSV)

Password & Confirm Password: Password

to

access the exported file is required. Password must contain at least 3 characters.

Check the box Execute immediately if you want to export the report right now.

Define the parameters in the Schedule Time section.

Define the recurrence of the export in the Recurrence Pattern section.

Define the range of exports in the Range of Recurrence section.

Image Removed

3

Filters:

Info

Filters are optional. Leave empty if no filters must be applied. Define the filter if you want to run a filter automatically otherwise.

Choose the filter from the list on the left side for the selected report.

Customize filter parameters, using the two dropdowns and command line, or write the formula directly in the SUMMARY field.

For advanced filters, use +Add and +Formula buttons.

Image Removed

4

Batch:

You can send a set of reports to recipients.

Select reports and configure parameters:

Check the Run as Batch Report box.

Batch Summary Email section: Choose recipients for the email describing the results of the completed batch operation.

Batch Email Field: Choose the field that contains the email addresses to use when sending out completed reports. (Only fields that relate to the scheduled report are shown.)

Image Removed

5

Recipients:

Check Email Results box to create emails with attachment(s) of the report(s).

Fill out the email header fields (To, Cc, Bcc, REply To, and Subject).

Enter a description about the report(s).

Info

Note: Click Test Email button to verify the addresses. (Optional)

Click Finish when all sections are completed.

Image Removed

6

Confirmation message will be displayed if schedule is completed correctly.

Image Removed

7

Recipient receives the email with attachment(s) of the report(s).

Image Removed

8

Enter the password to open the report(s).

Image Removed

9

Exported report is displayed.

Image Removed

Administering Reports

1

Click Manage Scheduled Reports to administer the schedules.

Image Removed

2

List of existing schedules shows the:

  • Schedule name

  • Schedule type

  • Report name

  • Last execute date

  • Next execute date

  • Status (e.g., Ready - Job is ready for execution; Completed - Job is successfully finished; Abandoned - Job was abandoned on last execution and will not execute again)

  • Run count (how many times report had run)

To edit existing schedule, click the pencil icon on the selected schedule. Make the necessary changes.

To delete existing schedule, click the x icon.

Image Removed
Rw tab
titleDocupace Standard Reports
To schedule a report to 1

generate automatically on a regular basis, proceed as follows:

Tip

Tip: In order to have a default e-mail for scheduled reports, make sure to have a valid e-mail address specified in your report user preferences.

Image Removed
Image Added
Rw ui steps macro
Rw step

To access reports, navigate

to Administration

to Administration > Reports.

Image Removed
Image Added
2
Rw step

The system displays a list of report groups and their descriptions. To access specific reports, click on the group name.

Image Removed
Image Added
3
Rw step

The list of reports in the group appears. To open a report, click on the respective link.

Note: If a report requires search parameters, the corresponding search page opens. Some reports are run directly without additional parameters, in such case the resulting report is shown.

Image Removed
Image Added
4
Rw step

Run the report once. Then scroll to the bottom of the screen and click one of the Schedule Report links or the Schedule button.

Image Removed
Image Added
5
Rw step

Schedule Options are opened. You may choose:

  • Description - a name by witch to recognize your scheduled report

  • Schedule Type - how often to run the report automatically

  • Start Date - when to start running automatic reports

  • Start Time - at what time the report will be run and sent out

  • Export Type - the format of the file, that will be exported

  • Delivery Method - e-mail or Save to a file that can be accessed later

  • Recipients - your e-mail address and any additional addresses, that should receive the report

Click Submit, when all options are filled out.

Image Removed
Image Added
6
Rw step

The options are saved and a list of all scheduled reports appears. To change selected options for an export, click the Update link at the end of the row.

You can also access this list at any time, by clicking Scheduled Reports in the top toolbar.

Image Removed

Image Added

Audience: All Report Users

Info

Functionality: Docupace reports allow admins to have an overview of how people use the system.

Filter by label (Content by label)
max5
titleRelated Pages
cqllabel in ( "reports" , "analytics" , "administration" ) and type = "page"