Scheduling Reports

You can schedule reports when you publish an analysis.
    Important:
  • This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
  • To set up or change the schedule sent from a dashboard, make sure that you're an owner or co-owner of the dashboard.
To schedule a report delivery:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
    Dashboards tab - New dashboard
  3. Open the analysis that you want to use.
  4. Publish the analysis. For more information, see Publishing an Analysis.
  5. Click , the Scheduling button.
  6. Click ADD.
    • Email report: The visuals are embedded in the email message body, arranged vertically.
    • PDF attachment: The report is attached to the email as a PDF.
  7. You can customize the title of the report, the optional description, and the body text. You can also email a report from any sheet in a dashboard.
  8. Scheduling options that are available for an email report include the following:
    • Once (Does not repeat)

      Sends the report only once at the date and time that you choose.

    • Daily

      Repeats daily at the time that you choose.

    • Weekly

      Repeats each week on the same day or days at the time that you choose.

      You can also use this option to send reports in weekly intervals, such as every other week or every three weeks.

    • Monthly

      Repeats each month on the same day of the month at the time that you choose.

      You can also use this option to send reports on specific days of the month.

    • Yearly

      Repeats each year on the same day of the month or months selected at the time that you choose.

      You can also use this option to send reports on specific days or sets of days in selected months.

    • Custom

      Configure your own scheduled report that best fits your needs.

  9. Click OK.
Parent topic: Creating and Managing Dashboards