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    1. Overview and Enabling

    2. Report Builder: Scheduled Reports Option

    3. Report Builder: Email Option

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    1. Username Mapping

Documentation: Report Builder

Report Builder: Scheduled Reports Option

The Scheduled Reports feature allows you to set a report to be sent out via email on a recurring schedule. This feature does require that the Report Builder and Report Builder: Email Option be turned on.

To enable the Scheduled Reports Option:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
  2. Log in if prompted.
  3. Click on Settings > Curator > Portal Settings in the left navigation.
  4. Click on the "Features" tab at the top of the main page content.
  5. Click to switch on the "Report Builder: Scheduled Reports Option" setting under the "Action Button" section and click the "Save" button.

To configure the default bcc, subject, and body:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
  2. Log in if prompted.
  3. Click on Settings > Curator > Portal Settings in the left navigation.
  4. Click on the "General" tab at the top of the main page content.
  5. Fill out the "Email BCC Addresses", "Email subject", or "Email body" files as desired, under the "Report Builder Settings" section and click the "Save" button.

To send a scheduled report with the built report:

  1. Navigate to the frontend of the system (e.g. https://www.site.com).
  2. Log in if prompted.
  3. Navigate to the desired dashboard by using the navigation menu.
  4. Generate the images you want to use for your report.
  5. Click on the presentation icon at the top right portion of the screen. Normally this is displayed on the right side of the title bar in the dashboard.
  6. Click on the timer icon to "Schedule recurring report email".
  7. Click on the "New Scheduled report" button
  8. Fill out the Email Address(es) field with the desired recipients. You can enter multiple email addresses by using commas to separate them.
  9. If you have the correct permissions you can edit the subject and body.
  10. Select the Recurring Schedule time frame you want your report sent out.
  11. Click the send button when finished.