Content Comparison

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Scheduled reports are a dedicated permission in TCW

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’
   Supported destinations are:
   Users
   Email
   FTP
   SharePoint

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.

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

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

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

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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 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.