Difference between revisions of "Scheduling a View"

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#Publish
 
#Publish
 
#*'''Title''' - The title shown at the top of the report linked to by the email.
 
#*'''Title''' - The title shown at the top of the report linked to by the email.
<!--#*[[Image:Schedule1.png]]
+
<!--#*[[Image:Schedule1.png]]-->
 
#*'''Subtitle''' - Check to add a subtitle beneath the report name
 
#*'''Subtitle''' - Check to add a subtitle beneath the report name
 
#*'''The published view will be'''
 
#*'''The published view will be'''

Revision as of 21:21, 4 December 2012

Views can be scheduled to be distributed via email on a regular basis.

To schedule any view, navigate to the view and click the "Schedule" button:

Schedule.png

The following options will be available in the dialog:

  1. Publish
    • Title - The title shown at the top of the report linked to by the email.
    • Subtitle - Check to add a subtitle beneath the report name
    • The published view will be
      • Frozen - keep a data snapshot - the report that the user receives will be frozen in time when the report is generated.
      • Live - get fresh data every time - the report that the user receives will be live, reflecting the current value at the time it is viewed.
    • Require the user to log in to see the view - Requires authentication; see Managing Users for information on how to set up user accounts.
  2. Distribute
  3. Schedule