Difference between revisions of "Report Scheduling"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-config/reporting/scheduling Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Scheduling Reports|link=https://docs.hornbill.com/servicemanager-config/reporting/scheduling]] | ||
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<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__ | __NOTOC__ | ||
{| style="width:100%" | {| style="width:100%" | ||
| − | |[[Main Page|Home]] > [[Administration]] > [[ | + | |[[Main Page|Home]] > [[Administration]] > [[Reports]] > Report Scheduling |
|style="text-align:right;"|[[:Category:Service Manager Administration|Index]] | |style="text-align:right;"|[[:Category:Service Manager Administration|Index]] | ||
|} | |} | ||
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== Related Articles == | == Related Articles == | ||
| − | :* [[ | + | :* [[Reports]] |
| − | :* [[Document Manager]] | + | :* [[Documents|Document Manager]] |
|} | |} | ||
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==Report Schedule Intervals== | ==Report Schedule Intervals== | ||
| + | {{#ev:youtube|sj5QGMpoi1E|400|right}} | ||
Reports can be scheduled on the following intervals: | Reports can be scheduled on the following intervals: | ||
* Run Once | * Run Once | ||
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==Publishing== | ==Publishing== | ||
| − | [[File:System_Reports_Schedule.png|right| | + | |
| + | ===Email=== | ||
| + | |||
| + | * Choose the output type | ||
| + | * Specify the email recipient | ||
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| + | ===Document Manager=== | ||
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| + | [[File:System_Reports_Schedule.png|right|400px]] | ||
Reports can be scheduled to be distributed to an '''existing''' document in Document Manager. | Reports can be scheduled to be distributed to an '''existing''' document in Document Manager. | ||
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==Viewing Distributed Reports== | ==Viewing Distributed Reports== | ||
| − | [[File:Document_Manager_Report_Distribution.png|right| | + | [[File:Document_Manager_Report_Distribution.png|right|400px]] |
| − | When a report has scheduled, generated and then distributed to a document it will become the current '''version''' of the document. The previous version will appear in the '''revisions''' section, as an early version of the report. | + | When a report has been scheduled, generated and then distributed to a document it will become the current '''version''' of the document. The previous version will appear in the '''revisions''' section, as an early version of the report. |
* Each time a new version of the report is distributed to the document it will become the current version, and all previous versions will be accessible from the revisions section | * Each time a new version of the report is distributed to the document it will become the current version, and all previous versions will be accessible from the revisions section | ||
* The Report documents are then accessible to be viewed and collaborated on by any user the documents has been shared with either in the user app and or via the native mobile apps (iOS and Android) | * The Report documents are then accessible to be viewed and collaborated on by any user the documents has been shared with either in the user app and or via the native mobile apps (iOS and Android) | ||
'''TIP''' - Creating and adding the report documents to a '''reports''' library and then sharing the library with users, groups and roles will allow users easy access to all relevant reports and each distributed version / iteration of them | '''TIP''' - Creating and adding the report documents to a '''reports''' library and then sharing the library with users, groups and roles will allow users easy access to all relevant reports and each distributed version / iteration of them | ||
| − | + | [[Category:Configuration]][[Category:Videos]][[Category:Service Manager]] | |
| − | [[Category:Service Manager]][[Category: | + | --> |
| + | [[Category:HDOC]] | ||
Latest revision as of 19:59, 7 May 2024
This document can now be found at its new location in the Hornbill Document Library.
