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 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, dates.