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Rw ui steps macro
Rw step

Click the ellipsis menu and select the Add scheduled report option.

Rw step

Introduce the desired settings in the scheduled report window.

1

Enabled: if you leave this box checked, the report will start being generated and sent as specified, otherwise, it will remain inactive until you edit it and enable it.

30_Schedule reports in Activeboards.png

2

Start date: select the date you want the report to start being generated and sent.

3

Repeats: select the desired periodicity from the dropdown.

  • Daily: if you select this option, you must select the time of the day. The time of the day can also be written using the 24h-format (hh:mm).

  • Weekly: if you select this option, you must select the day(s) of the week and the time of the day.

  • Monthly: if you select this option, you must select the day(s) of the month and the time of the day.

4

Timezone: the timezone you want for the data displayed in the report, which will display the date and time accordingly adjusted.

5

Send to: introduce the email address or addresses (es) of the users you want to send receive the report to.

6

Activeboard configuration: this is a non-editable section. To modify the Activeboard configuration or date range you must close this dialog and perform the modifications directly in the Activeboard.

Rw step

Click Save to apply the settings.

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