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
   

• All of the reports in the ‘Reporting Centre’ can be scheduled. Just click ‘Schedule’ on a report.

• 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. 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.