Schedule reports in Activeboards
- Borja Moro Moreno
What permissions do I need to schedule reports?
To schedule reports, you need to have the Manage version of the Activeboards report scheduler permission, otherwise, you will not be able to see the option in the Activeboards area.
If you only have the view version, you will not be able to create them but you will be able to see which Activeboards have scheduled reports and use the dedicated filter to find them, as explained a few sections below (more info about permissions here).
Scheduling reports
If you want to generate a PDF at a set periodicity and send it to someone’s email, you can use the Schedule report option. This option is always available, whether you activated the editing mode or not.
Receiving scheduled reports
When a scheduled report is enabled, the indicated email address or addresses will receive an email at the specified time, with the specified periodicity.
In this email you can find attached a PDF with an easy-to-read snapshot of all the inputs and widgets that make up your Activeboard, which display data and values for the time range specified.
Activeboards with inputs
When your Activeboard contains inputs, it is highly advisable to configure widgets to show default values without having to introduce them in the input, otherwise, the PDF might display widgets without any data.
Activeboards with table widgets
If you chose to attach them as CSV in a ZIP (see settings in the table above), you will receive it along with the PDF. If the ZIP cannot be generated for whatever reason, this does not affect the PDF, which will be sent anyway.
Activeboards with widgets or inputs using Load on demand
When your Activeboard contains widgets or inputs with this setting enabled, the data fetch will be forced before generating the PDF so that they will appear populated.
How do I recognize Activeboards with a scheduled report?
If you have the required permission (see first section above), you can recognize those Activeboards that have an active scheduled report because they display this icon next to their name in the Activeboard Manager.
With the very same permission, you have at your disposal a special filter in the Activeboard manager to show only those Activeboards that have a scheduled report.
One scheduled report per Activeboard
You can create only one scheduled report per Activeboard. If you want another scheduled report with different settings, your only option is to edit the existing one as explained below.
Editing scheduled reports
Once you create a scheduled report, it will remain accessible for you to edit when necessary. To edit a scheduled report you must use the same menu you used to create it (notice the option is now Edit scheduled report).
Deleting scheduled reports
If you no longer need a scheduled report, you can easily delete it using the Delete scheduled report option that appears in the ellipsis menu when the Activeboard already has one.
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