Difference between revisions of "Scheduling a View"
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| − | Views can be scheduled to be distributed via email on a regular basis. | + | Views can be scheduled to be distributed via email on a regular basis. These reports can either link to live, up to the minute data, or can be a frozen-in-time reflection of the data at the moment the report is emailed. |
| + | |||
| + | == Scheduling a View == | ||
To schedule any view, navigate to the view and click the "Schedule" button: | To schedule any view, navigate to the view and click the "Schedule" button: | ||
| Line 7: | Line 9: | ||
The following options will be available in the dialog: | The following options will be available in the dialog: | ||
| − | #Publish | + | #'''Publish''' - Options that define the report the user will receive. |
| − | #*'''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. Accepts [[#Variables|Variables]]. |
| − | + | #*'''Subtitle''' - Check to add a subtitle beneath the report name. Accepts [[#Variables|Variables]]. | |
| − | #*'''Subtitle''' - Check to add a subtitle beneath the report name | + | #:[[Image:Schedule1.png||Title and Subtitle of the scheduled report]] |
#*'''The published view will be''' | #*'''The published view will be''' | ||
| − | #**'''Frozen - keep a data snapshot''' - the report that the user receives will | + | #**'''Frozen - keep a data snapshot''' - the report that the user receives will reflect the data at the time the report is generated, regardless of when it's received. |
#**'''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. | #**'''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. | + | #*'''Require the user to log in to see the view''' - Requires authentication from the recipient; see '''[[Managing Users]]''' for information on how to set up user accounts. |
| − | #Distribute | + | #'''Distribute''' - Options that define who will receive the report, and the contents of the report email. |
| − | #Schedule | + | #*'''Email To''' - The email addresses that will receive the report. The auto-complete will suggest users within Explore Analytics. After typing in a user's email address, press "Tab" to wrap the user email: |
| + | #*:[[Image:Schedule2.png]] | ||
| + | #*'''Email Subject''' - The subject line of the email that will be sent to the user. Accepts [[#Variables|Variables]]. | ||
| + | #*'''Email Content''' - The body of the email that will be sent to the user. Accepts [[#Variables|Variables]]. | ||
| + | #'''Schedule''' - Options that define the schedule the email will be issued on. | ||
| + | #*'''Repeat''' - The regularity of report distribution. Options are: | ||
| + | #**Daily | ||
| + | #**Weekly | ||
| + | #**Monthly | ||
| + | #*'''Every ___ Days/Weeks/Months''' - The number of days, weeks, or months between distributions (depending on the value of '''Repeat'''). | ||
| + | #*Day Picker (if weekly) - If weekly, select the check-boxes for the days of the week that the report will be sent on. For example, the following indicates a report that will be sent Monday, Wednesday, and Friday: | ||
| + | #:[[Image:Schedule3.png]] | ||
| + | #*Day Picker (if monthly) - If monthly, select the drop-downs that correspond to the day of the month that the report will be sent on: | ||
| + | #:[[Image:Schedule4.png]][[Image:Schedule5.png]] | ||
| + | #*'''At'' - Time of day that the report will be send on (on the days indicated above) according to the twenty four hour clock (between 00:00:00 and 23:59:59). | ||
| + | #*'''End Repeat''' - Determines if there is an end to the regular report scheduling. Choices are: | ||
| + | #**'''Never''' - The report will continue indefinitely. Users with access to '''[[#My Scheduled Jobs|My Scheduled Jobs]]''' can remove these jobs at a later time. | ||
| + | #**'''On A Specified Date''' - The report will continue until a date selected in the field below. | ||
| + | #*'''End Repeat Date''' - If '''On A Specified Date''' is selected, select the date using the date picker that the report will cease being emailed. | ||
| + | #*'''Time Zone''' - The timezone to use for all of the dates and times selected above. | ||
Revision as of 20:53, 5 December 2012
Views can be scheduled to be distributed via email on a regular basis. These reports can either link to live, up to the minute data, or can be a frozen-in-time reflection of the data at the moment the report is emailed.
Scheduling a View
To schedule any view, navigate to the view and click the "Schedule" button:
The following options will be available in the dialog:
- Publish - Options that define the report the user will receive.
- Title - The title shown at the top of the report linked to by the email. Accepts Variables.
- Subtitle - Check to add a subtitle beneath the report name. Accepts Variables.
- The published view will be
- Frozen - keep a data snapshot - the report that the user receives will reflect the data at the time the report is generated, regardless of when it's received.
- 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 from the recipient; see Managing Users for information on how to set up user accounts.
- Distribute - Options that define who will receive the report, and the contents of the report email.
- Email To - The email addresses that will receive the report. The auto-complete will suggest users within Explore Analytics. After typing in a user's email address, press "Tab" to wrap the user email:
- Email Subject - The subject line of the email that will be sent to the user. Accepts Variables.
- Email Content - The body of the email that will be sent to the user. Accepts Variables.
- Email To - The email addresses that will receive the report. The auto-complete will suggest users within Explore Analytics. After typing in a user's email address, press "Tab" to wrap the user email:
- Schedule - Options that define the schedule the email will be issued on.
- Repeat - The regularity of report distribution. Options are:
- Daily
- Weekly
- Monthly
- Every ___ Days/Weeks/Months - The number of days, weeks, or months between distributions (depending on the value of Repeat).
- Day Picker (if weekly) - If weekly, select the check-boxes for the days of the week that the report will be sent on. For example, the following indicates a report that will be sent Monday, Wednesday, and Friday:
- Day Picker (if monthly) - If monthly, select the drop-downs that correspond to the day of the month that the report will be sent on:
- 'At - Time of day that the report will be send on (on the days indicated above) according to the twenty four hour clock (between 00:00:00 and 23:59:59).
- End Repeat - Determines if there is an end to the regular report scheduling. Choices are:
- Never - The report will continue indefinitely. Users with access to My Scheduled Jobs can remove these jobs at a later time.
- On A Specified Date - The report will continue until a date selected in the field below.
- End Repeat Date - If On A Specified Date is selected, select the date using the date picker that the report will cease being emailed.
- Time Zone - The timezone to use for all of the dates and times selected above.
- Repeat - The regularity of report distribution. Options are:
