Scheduled Reports

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 can only be set up by 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
   

• 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.
  

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

4. 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. 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’

It's worth noting that the method above can be used for any saved filter including: Tags, results, compliance, dates.