{"id":2210,"date":"2017-10-13T06:48:14","date_gmt":"2017-10-13T06:48:14","guid":{"rendered":"http:\/\/support.loginextsolutions.com\/?p=2210"},"modified":"2026-01-28T09:37:31","modified_gmt":"2026-01-28T09:37:31","slug":"report-scheduling","status":"publish","type":"post","link":"https:\/\/support.loginextsolutions.com\/index.php\/2017\/10\/13\/report-scheduling\/","title":{"rendered":"Report Scheduler"},"content":{"rendered":"\n\n\n\t<div class=\"dkpdf-button-container\" style=\" text-align:left \">\n\n\t\t<a class=\"dkpdf-button\" href=\"\/index.php\/wp-json\/wp\/v2\/posts\/2210?pdf=2210\" target=\"_blank\"><span class=\"dkpdf-button-icon\"><i class=\"fa fa-file-pdf-o\"><\/i><\/span> Download PDF<\/a>\n\n\t<\/div>\n\n\n\n\n\n<p><span style=\"font-weight: 400;\">Report Scheduler facilitates the timely receipt of reports from the system. With this feature, you can schedule specific reports to be sent to your email address at designated intervals.<\/span><\/p>\n<p>To schedule reports, follow the steps given below:<\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click the Settings icon.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Search for and select Report Scheduler in the drop-down.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14453\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-16-at-3.20.59-PM.png\" alt=\"\" width=\"300\" height=\"245\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-16-at-3.20.59-PM.png 904w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-16-at-3.20.59-PM-300x245.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-16-at-3.20.59-PM-768x627.png 768w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click the Add button.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26804\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.13\u202fAM.png\" alt=\"\" width=\"850\" height=\"242\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.13\u202fAM.png 2862w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.13\u202fAM-300x85.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.13\u202fAM-1024x291.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.13\u202fAM-768x218.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.13\u202fAM-1536x437.png 1536w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.13\u202fAM-2048x582.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the following details:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Scheduler Name: <\/b><span style=\"font-weight: 400;\">Name of the scheduler that uniquely identifies it.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\"><strong>Report:<\/strong> Report you wish to schedule. You can select any of the predefined reports for scheduling.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Frequency: <\/b><span style=\"font-weight: 400;\">Intervals at which you want to schedule the report, such as daily, weekly, monthly, or a custom frequency. With the custom frequency option, you can create a scheduler that periodically sends you reports via email based on your selected custom duration. For instance, if you enter &#8220;5&#8221; in the &#8216;Every&#8217; field and choose &#8220;Days&#8221; in the &#8216;Period&#8217; field, the system will send you reports every 5 days.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Starts On:<\/b><span style=\"font-weight: 400;\"> Enter the date and time from which you want to start the scheduler. <\/span><span style=\"font-weight: 400;\">Note that this must always be later than the current date and time.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Ends On: <\/b><span style=\"font-weight: 400;\">Choose &#8216;Never&#8217; if you want the scheduler to run indefinitely. To stop the reports after a specific date and time, select \u2018On\u2019.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>End Date:<\/b> I<span style=\"font-weight: 400;\">f you select &#8216;On&#8217; in the &#8216;Ends On&#8217; field, enter the date and time after which you no longer wish to receive the report in your mailbox.<br \/>\n<\/span><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26805\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.56\u202fAM.png\" alt=\"\" width=\"850\" height=\"371\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.56\u202fAM.png 2752w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.56\u202fAM-300x131.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.56\u202fAM-1024x447.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.56\u202fAM-768x335.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.56\u202fAM-1536x671.png 1536w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.34.56\u202fAM-2048x895.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>User: <\/b><span style=\"font-weight: 400;\">Select the recipients of the report. You can choose more than one recipient.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Others:<\/b><span style=\"font-weight: 400;\"> \u00a0<\/span><span style=\"font-weight: 400;\">If you want to send the report to specific individuals who aren\u2019t created as users, you can do so by entering their email addresses in the \u2018Others\u2019 field. You can enter multiple email addresses, separated by commas, to send the report to multiple recipients.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-size: revert; color: initial; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\">Click the Save button to activate the scheduler.<br \/>\n<span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26806\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.11\u202fAM.png\" alt=\"\" width=\"850\" height=\"343\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.11\u202fAM.png 2756w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.11\u202fAM-300x121.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.11\u202fAM-1024x413.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.11\u202fAM-768x310.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.11\u202fAM-1536x619.png 1536w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.11\u202fAM-2048x826.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/span><br \/>\n<\/span><\/li>\n<\/ol>\n<p><b>Note: <\/b><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Clicking Reset would revert the configuration.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">You will receive the scheduled reports in your inbox at the time specified in the \u2018Starts On\u2019 field. The scheduled reports would have data from 00:00 hours to 23:59 hours for the report period. For example: If today is 13th November and the report is scheduled to be sent daily at 10 AM, you will receive the report for 12th November (12:00 AM to 11:59 PM) at 10 AM on the 13th.<\/span><\/li>\n<\/ul>\n<h4><b>Report Scheduler List View<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">The Report Scheduler List View displays all the Schedulers that you have configured, along with their details. To access the list view, go to Settings &gt; Report Scheduler.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can perform the following key actions from this list:<\/span><\/p>\n<ol>\n<li>Update: Click the pencil icon to update any attributes of the scheduler.<br \/>\n<span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26807\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.46\u202fAM.png\" alt=\"\" width=\"850\" height=\"199\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.46\u202fAM.png 2865w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.46\u202fAM-300x70.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.46\u202fAM-1024x239.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.46\u202fAM-768x180.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.46\u202fAM-1536x359.png 1536w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.46\u202fAM-2048x479.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/span><\/li>\n<li>Delete: Select the required scheduler(s) and click the Delete button to delete the scheduler from the system.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26813\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.52\u202fAM-1.png\" alt=\"\" width=\"850\" height=\"182\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.52\u202fAM-1.png 2853w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.52\u202fAM-1-300x64.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.52\u202fAM-1-1024x219.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.52\u202fAM-1-768x164.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.52\u202fAM-1-1536x329.png 1536w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-13-at-11.36.52\u202fAM-1-2048x439.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Download PDF Report Scheduler facilitates the timely receipt of reports from the system. With this feature, you can schedule specific reports to be sent to your email address at designated intervals. To schedule reports, follow the steps given below: Click &hellip; <a href=\"https:\/\/support.loginextsolutions.com\/index.php\/2017\/10\/13\/report-scheduling\/\">Continued<\/a><\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"categories":[],"tags":[969,3020,3019,3018,3017,3014,3011,3010,970,516,968,967,966,963,962,518,517],"_links":{"self":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/2210"}],"collection":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/comments?post=2210"}],"version-history":[{"count":48,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/2210\/revisions"}],"predecessor-version":[{"id":27931,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/2210\/revisions\/27931"}],"wp:attachment":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/media?parent=2210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/categories?post=2210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/tags?post=2210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}