Content Comparison

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• All of the reports in the ‘Reporting Centre’ can be scheduled. Just click ‘Schedule’ on a report.

• Remedial action reports can be scheduled via the ‘Schedule' button on the Remedial Actions page in the 'Assets’ drop down.

• It is also possible to schedule a Saved Filter report.

In order to send out reports on a schedule, the system first needs to know where to send them.

Setting up a report destination

1. Hover over ‘Reporting’ and click ‘Destinations’

2. Click ‘Add new’ and choose your destination name and type.

3. Complete any other required fields and click submit
   

Now we have a destination, we can choose what content to send.

Setting up a Saved Filter

1. Go to manage documents

2. Open the ‘Advanced’ filter panel and choose an upload/inspection timeframe - eg Uploaded: 7 days

3. Apply any other filters you require, for instance ‘Document Compliance - Non-Compliant’

4. Scroll to the bottom, click save and choose a name for your filter.

Sending a filter report to a destination:

1. Hover over ‘Documents’ in the menu bar and click ‘Saved filters’

2. Locate the filter you wish to set a schedule for and click ‘details’, then ‘Schedule’

3. In the ‘Timeframe' field it’s best to match your saved filter upload/inspection date filters - This will ensure all data is captured.

4. Complete the other required fields and click ‘Submit’

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