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public:gorev:reportscheduling [2020/01/12 20:19]
sgriffin
public:gorev:reportscheduling [2020/07/06 00:52] (current)
mgriffin [Selecting Report Schedule Days]
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 ====== 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.
  
 **Note:** If you need assistance with a particular portion of this tutorial, please use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require. ​ **Note:** If you need assistance with a particular portion of this tutorial, please use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require. ​
  
-====== 1 : Navigating to the Reports and Workflows Window ​====== +====== 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 ​present ​in the **GoRev Toolbar**+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. ​
  
-{{:​public:​gorev:​report_access_1.png?800|}}+{{:​public:​gorev:​step_1_part_1_click_on_the_reports_button.png?900|}}
  
-====== 2 : Navigating to the Report Scheduler Window ====== +After the Reports and Workflows window appears on your screen, please click on the **Scheduled Reports** button in the Reports and Workflows Toolbar. ​
-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|}}+{{:​public:​gorev:​step_1_part_2_click_on_the_scheduled_report_button.png?900|}}
  
-====== 3 : Navigating to the New Report Schedule Window ​ ====== +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**.
-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|}}+{{:​public:​gorev:​step_1_part_3_report_scheduling_should_now_be_visible.png?900|}} 
 +====== 2 : Creating a New Report Schedule ======
  
-====== ​: Searching ​for the Required Report ​======+==== 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|}} 
 + 
 +==== Designating the Receiver of the Report ==== 
 +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_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. 
 + 
 +{{:​public:​gorev:​step_2_part_7_save_the_schedule.png?​800|}} 
 +====== 3 : Editing an Existing Report Schedule ====== 
 + 
 +==== 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.  
 + 
 +{{:​public:​gorev:​step_3_part_1_select_to_edit.png?​800|}} 
 + 
 +==== Utilizing the '​Edit'​ Button ==== 
 +Next, click on the **"​Edit"​** button present in this window.  
 + 
 +{{:​public:​gorev:​step_3_part_2_edit_schedule.png?​800|}} 
 +==== 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_3_part_3_editable_info.png?​800|}} 
 + 
 +==== Saving and Locating the Edited Report Schedule ==== 
 +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_3_part_4_save_new_schedule.png?​800|}} 
 + 
 +At this point, the **Edited Report Schedule** will be present in the **Your Scheduled Reports** area of the Report Scheduler window. 
 + 
 +{{:​public:​gorev:​step_3_part_5_edit_visible.png?​800|}} 
 +====== 4 : Note: Sending Reports Immediately ====== 
 + 
 +==== Selecting the Required Report ==== 
 + ​**Note:​** In the event that you would like to send the **Report** to the user immediately,​ first, begin by selecting the required **Report** from the list present on your device. ​  
 + 
 +{{:​public:​gorev:​step_4_part_1_select_a_report.png?​800|}} 
 +==== Utilizing the Send Now Button ==== 
 + 
 +Next, click on the **"​Send Now"** button in this window. ​
  
-====== 7 Entering Required Email Address ====== +{{:public:​gorev:​step_4_part_2_send_now.png?800|}}
-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+
  
-{{:​public:​gorev:​step_7_email_address_field.png?​800|}}+==== Finalizing the Send Now Process ====
  
-====== 8 : Finalizing Report Schedule Creation ====== +Lastlyonce the "​Sending ​Report" window becomes visible, please click **Yes** to finalize the Send Now process 
-Nowin order to finalize ​the **Creation of the New Report ​Schedule**, please click on the **Save Schedule** button present on your screen.+
  
-{{:​public:​gorev:​step_8_save_newly_created_schedule.png?800|}}+{{:​public:​gorev:​step_4_part_3_yes_button.png?800|}}
  
-====== ​Selecting Required ​Report ​Schedule ​====== +====== ​5Receiving an Email with Access to the Report ​ ====== 
-In addition to **Creating New Report Schedules**, as a GoRev User, you, also, have the ability to **Edit Existing ​Report ​Schedules**.  To beginplease select ​the **Report Schedule** that you require ​from the **Your Scheduled Reports** list in the Report Scheduler window+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:​step_9_select_report_schedule_to_edit.png?800|}}+{{:​public:​gorev:​step_5_scheduled_time.png?800|}}
  
-====== ​10 Navigating to the Edit Schedule Window ​====== +====== ​6Creating your Email Attachment Password ​======
-Next, click on the **Edit** button present in this window. ​+
  
-{{:​public:​gorev:​step_10_clicking_edit_button.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.
  
-====== 11 Editing and Saving the Report Schedule ====== +{{:public:​gorev:​step_6_part_1_navigate_to_username.png?800|}}
-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.+
  
-{{:​public:​gorev:​step_11_save_edited_schedule.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.
  
-====== 12 Selecting the Report to Send Immediately ====== +{{:public:​gorev:​step_6_part_2_profile_options.png?800|}}
-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|}}+==== 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
  
-====== 13Navigating to the Sending Report Window ====== +{{:public:​gorev:​step_6_part_3_user_settings.png?800|}}
-Next, click on the **Send Now** button in this window+
  
-{{:​public:​gorev:​step_13_click_send_now.png?​800|}} 
  
-====== 14: Finalizing the Send Now Process ​====== +==== Finalizing the Email Attachment Password ​Process ==== 
-After the Sending Report window becomes visible, please click **Yes** to finalize this process+In order to finalize ​the creation of your **Email Attachment Password**, please click **Save Profile** to save the newly entered password
  
-{{:​public:​gorev:​step_14_click_yes_to_send_now.png?​800|}} +{{:​public:​gorev:​step_6_part_4_save_profile_.png?​800|}} 
-====== ​15Receiving an Email with Access to the Report  ​====== +====== ​7Utilizing the No Reply Email ======
-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|}}+==== Beginning the Report Retrieval Process ====
  
-====== 16: Opening the Email ====== +After receiving an email from **No Reply**, please ​begin the **Report Retrieval** process by clicking ​on the **"​Attached File"​**
-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_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.
  
-====== 17 : Retrieving ​the Report ​====== +{{:​public:​gorev:​step_7_part_2_select_open_from_drop_down_.png?​800|}} 
-Now, in order to **Download** and **View** ​the requested ​**Report**, ​begin by clicking ​on the **Get Report** button present in this email.+==== Launching ​the Report ​File ==== 
 +Once the **Compressed ​Report ​File** becomes visibledouble click on the provided report file.
  
-{{:​public:​gorev:​get_report_button.png?​800|}} ​ 
  
-====== 18: Entering ​Your Password ​====== +{{:​public:​gorev:​step_7_part_3_double_click.png?​800|}} 
-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   +==== Entering ​your Email Attachment ​Password ==== 
 +Now, please enter your **Email Attachment ​Password** into the **Password Needed** window and click **Ok**
  
-{{:​public:​gorev:​gorev_login_page_enter_password.png?800|}}+{{:​public:​gorev:​step_7_part_4_enter_password.png?800|}}
  
-====== 19: Changing ​the Report ​File Format ​====== +==== Opening ​the Scheduled ​Report ====
-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|}}+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**.
  
-====== 20Downloading the Report ====== +{{:public:​gorev:​step_7_part_5_view_download.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|}}+NoteYou will have the ability to **Save** the report by utilizing the **Save** button provided.  
 +====== 8Deleting an Unwanted Report Schedule ======
  
-====== 21: Selecting ​Report ​to Delete ====== +==== 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 **Report Schedule** ​that you require ​from the **Your Scheduled Reports** list in the Report Scheduler window. ​+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_21_select_report_to_delete.png?800|}}+{{:​public:​gorev:​step_7_part_1_select_unwanted_report.png?800|}}
  
-====== 22: Navigating to the Deleting Schedule Window ====== +==== Utilizing ​the Delete Button ​==== 
-Next, click on the **Delete** button in this window.+Next, click on the **"Delete"** button in this window.
  
-{{:​public:​gorev:​step_22_click_delete_button.png?800|}}+{{:​public:​gorev:​step_7_part_2_select_delete.png?800|}} 
 +==== Finalizing the Deletion Process ====
  
-====== 23: Deleting the Selected Report Schedule ====== +At this point, the "Deleting Schedule" ​window will appear on your device. In order to finish ​deleting ​the selected ​**Report Schedule**, click **Yes**. ​
-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|}}+{{:​public:​gorev:​step_7_part_3_finalize_delete_process.png?800|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
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