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All of the reports in TCW can be set up on a schedule to users of the system, email addresses or FTP sites.

Scheduled reports are only available to account administrators.

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

 

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. 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. Complete the required fields and click ‘Submit’

It's worth noting that the method above can be used for any saved filter including: Tags, results, compliance, datesa dedicated permission in TCW

For this example, we will set up a monthly gas capped off report.

  1. Navigate to Documents → All Documents.

  2. Select Advanced.

  3. In the "Uploaded" filter, choose your desired upload frequency (e.g., "Last 4 Weeks" for monthly reports).

  4. In "Including tags," select "Capped Off" to filter for capped meters.

  5. Choose "Relevant Only" in the "Relevance" filter to include only current documents.

  6. Close the filter panel.

  7. Click (blue star) in the top-right corner.

  8. Select "Schedule CSV".

  9. Name your report, choose the frequency, and click "Next".

  10. Add a new email destination. Enter multiple email addresses by typing each address and pressing Enter.

  11. Complete the remaining fields and click "Submit".

  12. Click "Next".

  13. Review the report summary and click "Create" if everything looks correct.

This creates a saved filter (accessible via Documents → Saved Filters) that will automatically generate reports at your specified frequency and send them to the designated recipients.

To manage scheduled reports, use the Reporting Centre:

  • Scheduled Reports: Edit existing scheduled reports.

  • Report Instances: Download previously generated reports.

  • Destinations: Modify/create report recipients.

Info

  • All of the reports can be sent on schedules via reporting centre → reports

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

  • 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.