BlueLogis FX: Step-by-Step Guide for Creating a Scheduled Report

Creating a Scheduled Report

Creating a Scheduled Report

The process of creating a scheduled report.

1. Navigate to Scheduled Report
   Go to Menu → Configuration → Scheduled Report.
   Here, you can see the complete list of reports that have already been created. This allows you to review existing reports before creating a new one.

2. Create a New Report
   To create a new report, click on New.

3. Enter Report Details

   • In the Task Description field, enter a meaningful name for your report.
     Example: Weekly Report.

   • Select the Location for the report.
     Here, I am selecting Mumbai.

   • Click Save.

   At this stage, the system will show you all the mandatory fields that need to be filled in before the report can be scheduled.

4. Select Report and Filters

   • Choose the Report Name (e.g., Job Profit).

   • Set the Report Filters as per your requirement.

   • If you want specific columns in your report, select them from the available list.

     Note: If no columns are selected, the system will automatically display all available columns.

   • You can also define the Sorting Options such as Order Number, Status, Department, etc.

5. Add Filters

   • To add a filter, click the + (Add Filter) button.

   • Example 1: Select the column Created Date, and set the condition as Between July 1st and August 26th. Save the filter.

   • Example 2: Add another filter for Company ID (e.g., Unicorn, Unicorn Dxprs).

   Filters help narrow down the report data so you only get the information you need.

6. Set Recurrence Pattern

   • Choose the Recurrence Pattern (e.g., Weekly Report).

   • Specify the repeat frequency. Example: Repeat every 1 week.

   • Select the specific days when the report should run (e.g., Monday, Tuesday, Wednesday).

   • Choose the scheduled Run Time (e.g., 1:00 PM).

   • Enter the Start Date (e.g., August 26th).

   • If required, select an End Date.

   • If you choose No End Date, the report will continue to run indefinitely.

7. Enter Email Recipients

   • Provide the Email IDs of the main recipients.

   • You can also add CC recipients if required.

   • The scheduled report will be automatically emailed to all listed addresses.

8. Save the Report

   • Once all details are entered, click Save.

   • The system will confirm that the report has been successfully created.

   • You can now see the new report listed in the Scheduled Report section.

The report will automatically be generated and sent at the scheduled time (e.g., today at 1:00 PM) to the email addresses you entered.