This guide explains how to set up automatic and recurring sending of a report via email.
Schedule Recurring Report Sending
To set up a schedule, you must first have configured the desired report and accessed the notification feature (usually available after saving the report).
Scheduling Procedure
1. Enable Scheduling: In the sending configuration window, look for the section dedicated to scheduling.
- Check the box next to Schedule sending.
- Note: If you are editing an existing notification, the scheduling option may already be visible.
2. Define Sending Frequency: Once scheduling is enabled, the scheduling section will appear.
- Use the control (identified as
#subscription_schedule) to define when and how often the report should be sent (e.g., daily, weekly, monthly).
3. Specify Recipients: Indicate who should receive the report.
- In the field labeled Who should receive the report?, enter the recipients' email addresses separated by commas.
4. Add a Message (Optional):
- In the field Do you want to attach a message to the email?, you can type text that will be included in the body of the notification email.
5. Save Configuration:
- Complete the save operation in the configuration window to activate recurring sending.
Edit or Delete an Existing Schedule
If you are working on an active notification:
1. Edit: You can update recipients, message, or sending frequency (in the #subscription_schedule control) and save the configuration to apply changes.
2. Delete Notification: To stop recurring sending, click on the Delete notification button (located within the red warning at the bottom of the configuration window). Confirm deletion when prompted.
