This guide explains how to configure the automatic and periodic sending of a saved report to one or more recipients.
Prerequisite: You must have selected or created the Report you want to schedule.
Procedure to Schedule Sending
1. Open the Scheduling Window
(This action is assumed to be performed via a dedicated button, such as "Notifications" or "Subscriptions," available in the report interface.)
2. Configure Recipients
In the field labeled Who should receive the report?, enter the email addresses of the recipients, separated by commas (e.g., user1@domain.com, user2@domain.com).
3. Add a Message (Optional)
In the field Would you like to attach a message to the email?, you can type a short text that will accompany the report in the email.
4. Enable Scheduling
Find the scheduling section and check the box next to the label Schedule sending.
- Note: Selecting this box will display options to define the sending frequency.
5. Define Sending Frequency
In the section that opens (identified as #subscription_schedule in the code), configure how often the report should be sent (for example: daily, weekly, monthly, specifying time and day).
6. Save Scheduling
Click on the save button in the modal window (usually named "Save" or "Confirm") to activate scheduling.
The report will now be sent automatically to the specified recipients according to the frequency you set.
Managing an Existing Schedule
If you are modifying an already active schedule, the window will show the current configuration.
1. Edit Details: Update the fields Who should receive the report? and the message if necessary.
2. Edit Frequency: Use the scheduling component (#subscription_schedule) to change the sending frequency.
3. Delete Notification (Optional): If you no longer want automatic sending, click on the button <i class="fas fa-trash"></i> Delete notification (present in the red alert) and confirm deletion.
4. Save: Click on the save button to apply changes.
