Overview
Recurring reports can be created using Analytics Templates or Staff Analytics Templates and set for a specific schedule. Reports are sent via email and can include multiple recipients.
Schedule can be set up for the following periodicity types,
1.Hourly
a.Recur every N number of hours, i.e. 6 hours, meaning every 6 hours a report will be sent
2.Daily
a.Time of day
b.Recur every,
i.N number of days, i.e. 2 days, meaning every second day a report will be sent
ii.Weekday, i.e. report sent everyday from Monday to and including Friday
c.Example: 9 am, recur every 4 days; a report will be sent every 4 days at 9 am a report will be sent
3.Weekly
a.Time of day
b.Recur every N number of weeks, i.e. 3 weeks, meaning every third week a report will be sent
c.Repeat on days, select days of week to send a report
d.Example: 8 am, recur every 2 weeks, repeat on Mon, Wed, Fri; a report will be sent every 2 weeks on Mon, Wed and Fri at 8 am a report will be sent
4.Monthly
a.Time of day
b.Recur every N number of months, i.e. 2 months, meaning every second month a report will be sent
c.Repeat on,
i.Day in a month, i.e. Day 20, meaning on the 20th of the month a report will be sent
ii.Combination of week number of a month and day of week, i.e. Second Friday, meaning every second Friday of the month a report will be sent
d.Example: 10 am, recur every 2 months, repeat on last Thursday; a report will be sent every 2 months on last Thursday of the month at 10 am a report will be sent
5.Yearly
a.Time of day
b.Recur every N number of years, i.e. 2 years, meaning every second year a report will be sent
c.Repeat on,
i.Combination of a month and day of the month, i.e. Jan 5, meaning every January 5th a report will be sent
ii.Combination of a month, week number of the month and day of the week, i.e. Last Friday of Feb, meaning last Friday in February a report will be sent
d.Example: 9 am, recur every 1 years, repeat on March 20; every year on March 20th at 9 am a report will be sent
Create/Edit page
1.Facility selection
2.Name of report
3.Send report to, can only specify one email address
4.CC email to, can include more than one email address separated by comma, or leave empty if not required
5.Include a message for the email text body using pre-defined Message Body
6.Periodicity, can be set to Hourly, Daily, Weekly, Monthly and Yearly; depending on the periodicity type selected 7. and 8. might be replaced accordingly, in the beginning of this section there are descriptive examples for each periodicity type
7.Time of day for the daily periodicity type
8.Recurrence of a report for the daily periodicity type
9.Template type
10.Template based on the Template type
11.Start date for a recurring report to become active
12.End date for a recurring report to become inactive; can disable if No End Date is check marked
13.Disable the end date for a recurring report by check marking this option
14.Enable a recurring report by check marking this option
15.Actions for a report: Save, Test and Back to List; Test will generate a report disregarding the periodicity options, start date, end date and active check box