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Guide Contents

To schedule reports, you need to have report scheduler access rights configured in the site 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 tool.

To schedule a report, select appropriate report from the list, click on the three lines icon and choose Schedule Report from the dropdown.

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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.

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Filters:

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

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

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

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Rw tabtitleDocupace Standard Reports

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Rw ui steps macro
Rw step To access reports, navigate

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Image Added2 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 Added3 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 Added4 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 Added5 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 Added6 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) max 5 title Related Pages cql label in ( "reports" , "analytics" , "administration" ) and type = "page" General Content Integrations {"serverDuration": 5183, "requestCorrelationId": "6ac1f238e8824328819d0b5922fed2a7"}