No ACL setup yet! Denying access to everyone.

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
public:gorev:reportscheduling [2019/05/07 03:21]
sean.blythe
public:gorev:reportscheduling [2020/07/05 20:52] (current)
mgriffin [Selecting Report Schedule Days]
Line 1: Line 1:
 +
 ====== GoRev Report Scheduling Tutorial ====== ====== GoRev Report Scheduling Tutorial ======
-Welcome to the GoRev Report Scheduling Tutorial. In this tutorial, we will focus on the process of utilizing the Report Scheduling Module in GoRev.+Welcome to the **GoRev Report Scheduling Tutorial**. In this tutorial, we will focus on the process of utilizing the **Report Scheduling Module** in GoRev.
  
-====== 1 : Navigating to the Reports and Workflows Window ====== +**Note:** If you need assistance with particular portion of this tutorialplease use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require
-As a GoRev User, the **Report Scheduling Module** will allow you to send **Reports** on customizedweekly schedule. In order to navigate to the **Report Scheduling Module**, first, begin by clicking on the **Reports** button present in the **GoRev Toolbar**+
  
-{{:public:gorev:report_access_1.png?800|}}+====== 1 Navigating to the Report Scheduling Module ====== 
 +As a GoRev User, the **Report Scheduling Module** will allow you to send **Reports** on a customized, weekly schedule. In order to navigate to the **Report Scheduling Module**, first, begin by clicking on the **Reports** button in the GoRev Homepage Toolbar
  
-====== 2 Navigating to the Report Scheduler Window ====== +{{:public:gorev:step_1_part_1_click_on_the_reports_button.png?900|}}
-After the Reports and Workflows window appears on your screen, please click on the **Schedule Report** button in the **Report Section** of the **Reports and Workflows Toolbar**+
  
-{{:public:gorev:step_2_click_schedule_report_button.png?800|}}+After the Reports and Workflows window appears on your screen, please click on the **Scheduled Reports** button in the Reports and Workflows Toolbar
  
-====== 3 Navigating to the New Report Schedule Window  ====== +{{:public:gorev:step_1_part_2_click_on_the_scheduled_report_button.png?900|}}
-At this point, the Report Scheduler window will appear on your device. As a GoRev User, you will have the ability to **Create New Report Schedules**, **Edit Existing Report Schedules**, and **Delete Unwanted Report Schedules** in the **GoRev Report Scheduling Module**. In order to **Create a New Report Schedule**, first, begin by clicking on the **New** button in the Report Scheduler window+
  
-{{:public:gorev:step_3_click_new_button.png?800|}}+At this point, the Report Scheduler window will be visible. As a GoRev user, you will have the ability to **Create New Report Schedules**, **Edit Existing Report Schedules**, and **Delete Unwanted Report Schedules** in the **GoRev Report Scheduling Module**.
  
-====== Searching for the Required Report ======+{{:public:gorev:step_1_part_3_report_scheduling_should_now_be_visible.png?900|}} 
 +====== Creating a New Report Schedule ====== 
 + 
 +==== Starting the Report Schedule Creation Process ==== 
 +In order to create a **New Report Schedule**, first, begin by clicking on the **"New"** button in the Report Scheduler window.  
 + 
 +{{:public:gorev:step_2_part_1_click_the_new_button_to_start.png?900|}} 
 +==== Searching For the Required Report ====
 Once the New Report Schedule window becomes visible, please search for the **Report** that you require using the **Search Field** in this window.  Once the New Report Schedule window becomes visible, please search for the **Report** that you require using the **Search Field** in this window. 
  
-{{:public:gorev:step_4_search_for_report.png?800|}} +{{:public:gorev:step_2_part_2_search_for_the_necessary_report.png?900|}} 
-====== 5 : Selecting Report Schedule Days ======+ 
 +==== Selecting Report Schedule Days ====
 After entering this information, please begin creating your customized, weekly schedule by clicking on the **Day** or **Days** that you require from the list present on your screen.  After entering this information, please begin creating your customized, weekly schedule by clicking on the **Day** or **Days** that you require from the list present on your screen. 
  
-{{:public:gorev:step_5a_days_of_week_checkboxes.png?800|}}+{{:public:gorev:step_2_part_3_select_the_days_to_schedule_reports.png?900|}}
  
-If you would like to send the **Report** on a daily basis, please click on the **Everyday** checkbox in this window. +**Note:** If you would like to send the **Report** on a daily basis, please click on the **"Everyday"** checkbox in this window. 
  
-{{:public:gorev:step_5b_everyday_checkbox.png?800|}}+{{:public:gorev:step_2_part_4_select_the_every_day_checkbox.png?900|}}
  
-====== 6 : Selecting Report Schedule Time ======+==== Selecting Report Schedule Time ====
 Next, please select a **Time** for the **Report** to be sent using the corresponding field provided. Next, please select a **Time** for the **Report** to be sent using the corresponding field provided.
  
-{{:public:gorev:step_6_select_time.png?800|}}+{{:public:gorev:step_2_part_5_time_section.png?800|}}
  
-====== 7 : Entering Required Email Address ====== +==== Designating the Receiver of the Report ==== 
-After selecting the **Time** that you require, please enter the **Email Address** that you would like the **Report** to be sent to into the Email Address field in this window+After selecting the **Time** that you require, please utilize the **"Schedule for User"** field in this window to search for and select the User who will receive the **Scheduled Report**. 
  
-{{:public:gorev:step_7_email_address_field.png?800|}}+{{:public:gorev:step_2_part_6_schedule_for_specific_user.png?800|}} 
 +==== Finalizing Report Schedule Creation ==== 
 +Now, in order to finalize the creation of the **New Report Schedule**, please click on the **"Save Schedule"** button present on your screen.
  
-====== Finalizing Report Schedule Creation ====== +{{:public:gorev:step_2_part_7_save_the_schedule.png?800|}} 
-Now, in order to finalize the **Creation of the New Report Schedule**, please click on the **Save Schedule** button present on your screen.+====== Editing an Existing Report Schedule ======
  
-{{:public:gorev:step_8_save_newly_created_schedule.png?800|}}+==== Selecting an Existing Report Schedule to Edit ==== 
 +In addition to creating **New Report Schedules**, as a GoRev user, you, also, have the ability to edit **Existing Report Schedules** in this module.  To begin, please select the **Report Schedule** that you require from the **Your Scheduled Reports** list in the Report Scheduler window
  
-====== 9 Selecting Required Report Schedule ====== +{{:public:gorev:step_3_part_1_select_to_edit.png?800|}}
-In addition to **Creating New Report Schedules**, as a GoRev User, you, also, have the ability to **Edit Existing Report Schedules**.  To begin, please select the **Report Schedule** that you require from the **Your Scheduled Reports** list in the Report Scheduler window+
  
-{{:public:gorev:step_9_select_report_schedule_to_edit.png?800|}}+==== Utilizing the 'Edit' Button ==== 
 +Next, click on the **"Edit"** button present in this window
  
-====== 10 : Navigating to the Edit Schedule Window ====== +{{:public:gorev:step_3_part_2_edit_schedule.png?800|}} 
-Nextclick on the **Edit** button present in this window. +==== Editing the Existing Report Schedule Information ==== 
 +At this point, the "Edit Schedule" window will appear on your device. To continue, please **Edit** any of the information in this window that you require
  
-{{:public:gorev:step_10_clicking_edit_button.png?800|}}+{{:public:gorev:step_3_part_3_editable_info.png?800|}}
  
-====== 11 : Editing and Saving the Report Schedule ====== +==== Saving and Locating the Edited Report Schedule ==== 
-At this point, the Edit Schedule window will appear on your device. To continue, please **Edit** any of the information in this window that you require. Once you are finished, click on the **Save Schedule** button on your screen.+Once you are satisfied with the edited information, click on the **"Save Schedule"** button on your screen to finalize the **Report Scheduling** editing process.
  
-{{:public:gorev:step_11_save_edited_schedule.png?800|}}+{{:public:gorev:step_3_part_4_save_new_schedule.png?800|}}
  
-====== 12 : Selecting the Report to Send Immediately ====== +At this point, the **Edited Report Schedule** will be present in the **Your Scheduled Reports** area of the Report Scheduler window.
-At this point, the **Edited Report Schedule** will be present in the **Your Scheduled Reports** area of the Report Scheduler window. In the event that you would like to send the **Report** immediately, first, begin by selecting the **Report** from the list present on your device.  +
  
-{{:public:gorev:step_12_select_report_to_send_now.png?800|}}+{{:public:gorev:step_3_part_5_edit_visible.png?800|}} 
 +====== 4 : Note: Sending Reports Immediately ======
  
-====== 13: Navigating to the Sending Report Window ====== +==== Selecting the Required Report ==== 
-Nextclick on the **Send Now** button in this window+ **Note:** In the event that you would like to send the **Report** to the user immediatelyfirst, begin by selecting the required **Report** from the list present on your device 
  
-{{:public:gorev:step_13_click_send_now.png?800|}}+{{:public:gorev:step_4_part_1_select_a_report.png?800|}} 
 +==== Utilizing the Send Now Button ====
  
-====== 14: Finalizing the Send Now Process ====== +Next, click on the **"Send Now"** button in this window
-After the Sending Report window becomes visibleplease click **Yes** to finalize this process+
  
-{{:public:gorev:step_14_click_yes_to_send_now.png?800|}} +{{:public:gorev:step_4_part_2_send_now.png?800|}}
-====== 15: Receiving an Email with Access to the Report  ====== +
-Once the **Scheduled Time** for your **Report** to be sent has been reached, you will receive an email from **reports@venturesoftware.co** in your **previously entered email**. +
  
-{{:public:gorev:step_15_scheduled_time_reached.png?800|}}+==== Finalizing the Send Now Process ====
  
-====== 16: Opening the Email ====== +Lastly, once the "Sending Report" window becomes visible, please click **Yes** to finalize the Send Now process 
-After you receive the email from **reports@venturesoftware.co**, please open this email on your device.+
  
-{{:public:gorev:email_recieved.png?800|}}  +{{:public:gorev:step_4_part_3_yes_button.png?800|}}
  
-====== 17 Retrieving the Report ====== +====== 5Receiving an Email with Access to the Report  ====== 
-Now, in order to **Download** and **View** the requested **Report**, begin by clicking on the **Get Report** button present in this email.+Once the **Scheduled Time** for the **Report** to be sent has been reached, the **Recipient** will receive an email from **No Reply** at the email address currently on file in GoRev for that User.
  
-{{:public:gorev:get_report_button.png?800|}} +{{:public:gorev:step_5_scheduled_time.png?800|}}
  
-====== 18Entering Your Password ====== +====== 6Creating your Email Attachment Password ======
-At this point, a **GoRev Login** page will open in your default web browser. To continue, please enter your **GoRev Password** into the field provided.    +
  
-{{:public:gorev:gorev_login_page_enter_password.png?800|}}+==== Navigating to the GoRev User Area ==== 
 +In order to successfully access the **Scheduled Report**, you must first create your **Email Attachment Password**. First, begin by selecting your **Username** in the top right corner of your GoRev window.
  
-====== 19Changing the Report File Format ====== +{{:public:gorev:step_6_part_1_navigate_to_username.png?800|}}
-If you would like to **Download the Report** as a **CSV File** instead of an **Excel File**, please click on the corresponding checkbox on your screen+
  
-{{:public:gorev:save_as_csv_checkbox.png?800|}}+==== Selecting Profile Options ==== 
 + At this point, the **User** drop-down should be present on your device. Now, click on **Profile Options** from the provided drop-down menu.
  
-====== 20Downloading the Report ====== +{{:public:gorev:step_6_part_2_profile_options.png?800|}}
-Now, in order to finalize this process, click on the **Download** button present on your device+
  
-{{:public:gorev:gorev_login_page_download_button.png?800|}}+==== Entering your Email Attachment Password ==== 
 +Once the **User Settings** window appears, please enter your **Email Attachment Password**. This password is required in order to successfully open your scheduled report
  
-====== 21Selecting a Report to Delete ====== +{{:public:gorev:step_6_part_3_user_settings.png?800|}}
-In addition to **Editing Existing Report Schedules**, as a GoRev User, you, also, have the ability to **Delete Unwanted Report Schedules**. To begin, please select the **Report Schedule** that you require from the **Your Scheduled Reports** list in the Report Scheduler window+
  
-{{:public:gorev:step_21_select_report_to_delete.png?800|}} 
  
-====== 22: Navigating to the Deleting Schedule Window ====== +==== Finalizing the Email Attachment Password Process ==== 
-Next, click on the **Delete** button in this window.+In order to finalize the creation of your **Email Attachment Password**please click **Save Profile** to save the newly entered password
  
-{{:public:gorev:step_22_click_delete_button.png?800|}}+{{:public:gorev:step_6_part_4_save_profile_.png?800|}} 
 +====== 7: Utilizing the No Reply Email ======
  
-====== 23: Deleting the Selected Report Schedule ====== +==== Beginning the Report Retrieval Process ====
-At this point, the Deleting Schedule window will appear on your device. In order to finish **Deleting** the **Selected Report Schedule**, click **Yes**. +
  
-{{:public:gorev:step_23_click_yes_to_delete.png?800|}}+After receiving an email from **No Reply**, please begin the **Report Retrieval** process by clicking on the **"Attached File"**.  
 + 
 +{{:public:gorev:step_7_part_1_gorev_automated_reporting.png?800|}} 
 +==== Opening the Report Attachment ==== 
 +At this point, an **Attachment Drop-down** will appear on your screen. To continue, please click **Open** to open the attached report file. 
 + 
 +{{:public:gorev:step_7_part_2_select_open_from_drop_down_.png?800|}} 
 +==== Launching the Report File ==== 
 +Once the **Compressed Report File** becomes visible, double click on the provided report file. 
 + 
 + 
 +{{:public:gorev:step_7_part_3_double_click.png?800|}} 
 +==== Entering your Email Attachment Password ==== 
 +Now, please enter your **Email Attachment Password** into the **Password Needed** window and click **Ok**.  
 + 
 +{{:public:gorev:step_7_part_4_enter_password.png?800|}} 
 + 
 +==== Opening the Scheduled Report ==== 
 + 
 +At this point, the **View Download** window should be present on your screen. To continue, click on the **Open** button in order to successfully open the **Scheduled Report**. 
 + 
 +{{:public:gorev:step_7_part_5_view_download.png?800|}} 
 + 
 +Note: You will have the ability to **Save** the report by utilizing the **Save** button provided.  
 +====== 8: Deleting an Unwanted Report Schedule ====== 
 + 
 +==== Selecting the Unwanted Report Schedule ==== 
 +In addition to editing **Existing Report Schedules**, as a GoRev user, you, also, have the ability to delete **Unwanted Report Schedules**. To begin, please select the required **Report Schedule** from the **Your Scheduled Reports** list in the Report Scheduler window.  
 + 
 +{{:public:gorev:step_7_part_1_select_unwanted_report.png?800|}} 
 + 
 +==== Utilizing the Delete Button ==== 
 +Next, click on the **"Delete"** button in this window. 
 + 
 +{{:public:gorev:step_7_part_2_select_delete.png?800|}} 
 +==== Finalizing the Deletion Process ==== 
 + 
 +At this point, the "Deleting Schedule" window will appear on your device. In order to finish deleting the selected **Report Schedule**, click **Yes**.  
 + 
 +{{:public:gorev:step_7_part_3_finalize_delete_process.png?800|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
Line 127: Line 172:
 ==== GoRev Support Team ==== ==== GoRev Support Team ====
  
-If you have any additional questions or concerns regarding the utilization of the **Report Scheduling Module** in GoRev, please contact the **GoRev Support Team** at **1-(832)-658-2209 )**. +If you have any questionsconcerns, or problems regarding the **GoRev Report Scheduling** module, please contact the **GoRev Support Team** by submitting an **IT Support Ticket**, by phone at **1-(317)-794-3900**, and/or by email at **[[ask@gorev.com|ask@gorev.com]]**.  
 + 
 +**Note:** Always submit an **IT Support Ticket** detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue.  
 + 
 +If you are not sure how to submit an **IT Support Ticket** in GoRev, please see the [[public:gorev:itsupportticketcreation|GoRev IT Support Ticket Creation Tutorial]] for assistance
  
 [[:public:GoRev:start|Back to GoRev Guides]] [[:public:GoRev:start|Back to GoRev Guides]]
  
QR Code
QR Code public:gorev:reportscheduling (generated for current page)