Scheduling and Publishing Reports
Sections
- Scheduling Options
- Publishing Options
Scheduling Options
With up.time you can schedule reports to be sent at specific times to individuals or groups in a variety of formats. You can also choose to publish reports on a schedule, generating reports to a centralized reporting web site instead of sending reports out to your users via email. To learn about the options available when scheduling reports follow these steps:
Step 1 - Click Reports on the up.time menu bar
Step 2 - Click the name of the report you would like to schedule
Step 3 - Select whatever options you desire within the report. For scheduled reports it is best to use 'Last' or 'Quick Date' options instead of 'Specific Date and Time'. Because your report will run many times picking a static date and time isn't effective.
Step 4 - Set your scheduling options under the 'Save Report Section'. Scheduled reports can only be generated in PDF format, you will need to select a user, group or individual email address to send the report to.
In the example below we have selected to send this scheduled report via email to the 'SysAdmin User Group' at 8:00 each day, our report will be named 'First Report'.
Step 5 - Give your report a name and then Save the report, after you have saved your report it will be visible under your My Portal page.
