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Scheduled reports are a dedicated permission in TCW

  • 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.

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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’

Info
  • Saved filters can also be scheduled from the reporting centre using the ‘Document Filters’ 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.

  • Scheduled reports can be viewed and edited from the ‘Scheduled Reports' page in the '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.