Reports can be scheduled to be sent automatically in emails.
When the Reporting functionality is enabled - Scheduled Reports can be configured in 'Actions' of the reporting module.
In this case Admin user can configure what recipients will receive emails with reports
and in what frequency:
Frequency can be configured differently:
Every minute(s);
Every hour(s) at configured time;
Every day(s) OR every week day at configured time;
Every week on selected day and configured time;
Every month on selected day and configured time;
Every year on selected month, day and configured time.
Also in Scheduled Reports Admin user can configure:
common email fields in scheduled reports: Sender's name and email, emails of 'To', 'CC' and 'BCC' recipients, subject and text of the message;
export format: XLS, XLSX, XLSM and CSV (correspondingly to the exporting rules).
To prevent issues in reporting - the 'Scheduled Report' type of the Action is enabled only for a reporting module. It is not displayed in the Action types for other modules.
Please note that exported reports do not respect access rights! A corresponding warning message is displayed to an Admin user in each report config window:
Save report to FTP server
It is possible to choose Delivery method as Copy to FTP to store the report in the remote folder instead of sending as an email attachment.
It is necessary to explicitly specify the protocol in FTP URL field like ftp://
Server Path must be specified as absolute path from the root directory like /data/ypo/FIles/FTP
