Schedule App Reports
Before you begin
About this task
Scheduling app reports gives you the flexibility to deliver information without requiring users to log into Snap to receive it. To schedule and distribute predefined app reports:
Procedure
- Open the Apps view, and beside the published app whose report you wish to schedule, select More > Report.
- Click the Schedules tab.
- Click the New Schedule button to open the Schedule Report form.
- In the Name field, enter a name for the schedule.
- Select in the following dropdown fields: Name, Environment, App Version, Form, and Report.
-
Set the Schedule Pattern and click
Next.
Field Description Frequency
Specify how frequently to generate the report.
Recur Every
Visible for weekly or monthly frequencies to set a recurrence interval.
Recur On
Visible for weekly or monthly frequencies to set a day or days within the interval.
Custom Day
Visible for monthly frequencies to set a day not included in the Recur On dropdown.
Time (in EST timezone)
Specify the time range within which the report will be created.
Range of Recurrence
Specify the date range within which the schedule will be active.
- In the Reports section of Assign Users, click and type the names of the users who will receive scheduled reports via email. When complete, click Done.
-
In the Alerts section of Assign
Users, click and type
the names of the users who will receive error or warning alerts via email. When
complete, click Done.
Note: Alerts are forwarded to these users in cases where the scheduled report can not be sent to the assigned users. Alerts contain error and warning messages related to the failure.
- Click Next.
-
In Compose Email, define the
Subject and Message of the
email that will deliver the report or alert. Use the
macro dropdown
to insert report properties.
- Click Save & Activate.
Results
Congratulations, the new report schedule is active.