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 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
Hover over ‘Reporting’ and click ‘Destinations’
Supported destinations are:
Users
Email
FTP
SharePointClick ‘Add new’ and choose your destination name and type.
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
Go to manage documents
Open the ‘Advanced’ filter panel and choose an upload/inspection timeframe - eg Uploaded: 7 days
Apply any other filters you require, for instance ‘Document Compliance - Non-Compliant’
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
Hover over ‘Documents’ in the menu bar and click ‘Saved filters’
Locate the filter you wish to set a schedule for and click ‘details’, then ‘Schedule’
In the ‘Timeframe' field it’s best to match your saved filter upload/inspection date filters - This will ensure all data is captured.
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.
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.