Content Comparison

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

Setting up a report destination

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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.

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This saved filter will now be stored in the ‘Saved filters’ page in the ‘Documents’ drop down in the menu bar. From here you can ‘Favorite’ the filter, view and schedule.

Sending a filter report to a destination

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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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Saved filters can also be scheduled from the reporting centre using the ‘Document Filters’ report. Scheduled reports can be viewed and edited from the

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‘Scheduled Reports' page in the

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'Reporting Centre’ drop down in the menu bar. Previously run scheduled reports can be downloaded from the ‘Report Instances’ page in the reporting centre drop down in the menu bar.