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public:gorev:reportscheduling [2020/02/12 22:52]
sgriffin
public:gorev:reportscheduling [2020/02/16 16:40] (current)
mgriffin [Finalizing the Deletion Process]
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 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. ​ 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_go_to_reports_section.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. ​ After the Reports and Workflows window appears on your screen, please click on the **Scheduled Reports** button in the Reports and Workflows Toolbar. ​
  
-{{:​public:​gorev:​step_2_click_schedule_report_button.png?800|}}+{{:​public:​gorev:​step_1_part_2_scheduled_report.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**. 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**.
  
-IMAGEReport Scheduling window+{{:public:​gorev:​step_1_part_3_scheduled_report_window.png?​800|}}
  
 ====== 2 : Creating a New Report Schedule ====== ====== 2 : Creating a New Report Schedule ======
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 In order to create a **New Report Schedule**, first, begin by clicking on the **"​New"​** button in the Report Scheduler window. ​ 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_2_part_1_go_to_new_button.png?800|}}
 ==== Searching For the Required Report ==== ==== 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_required_reports.png?800|}}
  
 ==== 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_day.png?800|}}
  
 **Note:** 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_everyday_checkbox.png?800|}}
  
 ==== 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 ==== ==== 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**. ​ 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**. ​
  
-IMAGERed box around the Schedule for User field +{{:public:​gorev:​step_2_part_6_schedule_for_specific_user.png?​800|}}
 ==== Finalizing Report Schedule Creation ==== ==== 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. 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_8_save_newly_created_schedule.png?800|}} +{{:​public:​gorev:​step_2_part_7_save_the_schedule.png?800|}}
 ====== 3 : Editing an Existing Report Schedule ====== ====== 3 : Editing an Existing Report Schedule ======
  
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 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. ​ 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_9_select_report_schedule_to_edit.png?800|}}+{{:​public:​gorev:​step_3_part_1_select_to_edit.png?800|}}
  
 ==== Utilizing the '​Edit'​ Button ==== ==== Utilizing the '​Edit'​ Button ====
 Next, click on the **"​Edit"​** button present in this window. ​ Next, click on the **"​Edit"​** button present in this window. ​
  
-{{:​public:​gorev:​step_10_clicking_edit_button.png?800|}} +{{:​public:​gorev:​step_3_part_2_edit_schedule.png?800|}}
 ==== Editing the Existing Report Schedule Information ==== ==== 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. ​ 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. ​
  
-IMAGERed box around the editable information in this window+{{:public:​gorev:​step_3_part_3_editable_info.png?​800|}}
  
 ==== Saving and Locating the Edited Report Schedule ==== ==== 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. 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|}}
  
 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.
  
-IMAGEred arrow to edited report schedule  +{{:public:​gorev:​step_3_part_5_edit_visible.png?​800|}}
 ====== 4 : Note: Sending Reports Immediately ====== ====== 4 : Note: Sending Reports Immediately ======
  
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  ​**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.  ​  ​**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_12_select_report_to_send_now.png?800|}} +{{:​public:​gorev:​step_4_part_1_select_a_report.png?800|}}
 ==== Utilizing the Send Now Button ==== ==== Utilizing the Send Now Button ====
  
 Next, click on the **"​Send Now"** button in this window. ​ Next, click on the **"​Send Now"** button in this window. ​
  
-{{:​public:​gorev:​step_13_click_send_now.png?800|}}+{{:​public:​gorev:​step_4_part_2_send_now.png?800|}}
  
 ==== Finalizing the Send Now Process ==== ==== Finalizing the Send Now Process ====
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 Lastly, once the "​Sending Report"​ window becomes visible, please click **Yes** to finalize the Send Now process.  ​ Lastly, once the "​Sending Report"​ window becomes visible, please click **Yes** to finalize the Send Now process.  ​
  
-{{:​public:​gorev:​step_14_click_yes_to_send_now.png?800|}}+{{:​public:​gorev:​step_4_part_3_yes_button.png?800|}}
  
 ====== 5: Receiving an Email with Access to the Report ​ ====== ====== 5: Receiving an Email with Access to the Report ​ ======
 Once the **Scheduled Time** for the **Report** to be sent has been reached, the **Recipient** will receive an email from **reports@gorev.com** at the email address currently on file in GoRev for that User. Once the **Scheduled Time** for the **Report** to be sent has been reached, the **Recipient** will receive an email from **reports@gorev.com** at the email address currently on file in GoRev for that User.
  
-{{:​public:​gorev:​step_15_scheduled_time_reached.png?800|}}+{{:​public:​gorev:​step_5_scheduled_time.png?800|}}
  
 ====== 6: Utilizing the Report Access Email ====== ====== 6: Utilizing the Report Access Email ======
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 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. ​ 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|}}
  
 ==== Utilizing the Delete Button ==== ==== 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 ==== ==== 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**. ​ 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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