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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.pngImage Removed30_Schedule reports in Activeboards.pngImage Added

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(es) of the users you want to receive the report. Write emails one by one, pressing

Status
titleenter
on your keyboard after each of them.

6

Attach a zip file: marking this checkbox will generate a single CSV for each table widget present in the Activeboard and all of them will be inserted into a ZIP file, which will be attached to the email along with the PDF report.

Info

Special considerations

The combined size of the PDF and ZIP files cannot exceed 10MB, otherwise, the ZIP file will not be attached. The name of the ZIP file corresponds to the name of the Activeboard, while the names of the CSV files correspond to the names of the table widgets (in lowercase and with non-alphanumeric characters converted to hyphens).

7

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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