Automated Reports
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Automated Reports

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Article summary


Set up scheduled deliveries for your reports with ease. To find the automated reporting section, click Reports in the navigation menu then select Automated Report Schedules.

This will open the Report Delivery Schedules Index page. This index will display any previously scheduled report deliveries. To add a new Delivery, click Add New Report Schedule Delivery.

You are now on the Report Delivery Scheduler page. First, select the name of the delivery you wish to send. Please note, this does not have to be the report name (you will choose the report further down), it can be whatever you wish to call the delivery.

Next, select the report you wish to have included from the Report Name drop down.

Then select if you want the delivery active (will send) or inactive (will not send). The choice is the file format. This will determine what file type you send the report in. The options are: Minimal Spreadsheet (.xlsx)(default and recommended), Excel 2007 (.xlsx), Legacy Excel (.xls), OpenOffice Spreadsheet (.ods), Comma-Delimited (.csv), HTML Document (.html), and JSON (.json)

Then, choose your delivery method. The options are: Email (default and recommended), FTP, and API.

By Email

If you select email as your delivery method, your first step will be entering the recipient email addresses. Enter any and all addresses in a comma separated list.

Then enter the subject of the email. And finally the full message.

Next, you can choose whether you would like to include a link to the report. This option is great for users who have access to the site, but if the recipient doesn’t, it’s not recommended. The default for this is unselected.

Finally, select the frequency you want the report delivery sent. Your options are: Daily, Weekly, Monthly, Quarterly.

Daily

If you select Daily delivery, you will need to select a Delivery Time (default 12 AM), and a Time Zone (default Central).

Weekly

If you select Weekly delivery, you will need to select a Day of Week, Delivery Time (12 AM default), and a Time Zone (default Central).

Monthly

If you select Monthly delivery, you will need to choose Day of Month (default 1st), Delivery Time (12 AM default), and a Time Zone (default Central).

Quarterly

If you select Quarterly delivery, you will need to choose the Deliver Time (12 AM default) and Time Zone (default Central).

Once you have set up the delivery frequency, click Save Delivery. The delivery will now display on the Report Delivery Schedules Index. From there, click through to view the Delivery History.

By FTP

If you select FTP as your delivery method, MainEvent will deliver your report directly to your server. In order to configure this, you will need to provide the following information: Server, Port (default 21), Login, Password, and Path.

Finally, select the frequency you want the report delivery sent. Your options are: Daily, Weekly, Monthly, Quarterly.

Daily

If you select Daily delivery, you will need to select a Delivery Time (default 12 AM), and a Time Zone (default Central).

Weekly

If you select Weekly delivery, you will need to select a Day of Week, Delivery Time (12 AM default), and a Time Zone (default Central).

Monthly

If you select Monthly delivery, you will need to choose Day of Month (default 1st), Delivery Time (12 AM default), and a Time Zone (default Central).

Quarterly

If you select Quarterly delivery, you will need to choose the Deliver Time (12 AM default) and Time Zone (default Central).

Once you have set up the delivery frequency, click Save Delivery. The delivery will now display on the Report Delivery Schedules Index. From there, click through to view the Delivery History.

By API

If you select API as your delivery method, you will need to provide the URL to which your report should be delivered.

Finally, select the frequency you want the report delivery sent. Your options are: Daily, Weekly, Monthly, Quarterly.

Daily

If you select Daily delivery, you will need to select a Delivery Time (default 12 AM), and a Time Zone (default Central).

Weekly

If you select Weekly delivery, you will need to select a Day of Week, Delivery Time (12 AM default), and a Time Zone (default Central).

Monthly

If you select Monthly delivery, you will need to choose Day of Month (default 1st), Delivery Time (12 AM default), and a Time Zone (default Central).

Quarterly

If you select Quarterly delivery, you will need to choose the Delivery Time (12 AM default) and Time Zone (default Central).

Once you have set up the delivery frequency, click Save Delivery. The delivery will now display on the Report Delivery Schedules Index. From there, click through to view the Delivery History.