Versions Compared

Version Old Version 15 New Version 16
Changes made by

Chris Ford

Chris Ford

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

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

Setting up a Saved Filter

...

  1. Hover over ‘Documents’ in the menu bar, click ‘All Documents’

  2. Open the ‘Advanced’ filter panel and choose an upload/inspection timeframe - eg a report scheduled for every Friday would need an upload range of ‘Last 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.

...

  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’

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

  • 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.