Scheduled reports
GFI FaxMaker reports enable you to generate reports on a pre-defined schedule to automate the generation of reports that are required on regular basis. Scheduled reports are sent via email to a custom list of email addresses at a particular frequency.
To open the list of scheduled reports, from the left pane go to Corporate > Scheduled.
Creating a scheduled report
- Hover over a default or a custom report that will serve as the basis of your scheduled report and click Customize.
- Specify a report name by clicking on the report name at the top and keying in the custom name. Report names must be unique.
- Click on the report description underneath the name and key in a friendly description of the report to help you understand the aim of the report.
- From the General tab, configure report options. The options available may vary between different report types. The following are the basic, most common options across reports.
Option | Description |
---|---|
Scope | The time period that the report data covers. Choose either a relative time period with respect to the date when the report is generated, for example, choose Last 7 days to show data for a week prior to the date when report is generated. Alternatively, choose a Custom date range with custom from and to dates. |
Report for |
Choose to show report data that has a particular property, such as the Status which allows you to filter reports depending on the transmission status of the message. In the Add filters text field, key in or choose the data to filter for. Click + to apply the filter. Repeat the process to add any different filters as applicable. For example, to show faxes transmitted over line 23 that failed, choose Fax Line, add filter 23 and click +. Then choose Status, select Failed and click +. |
Group by | Defines how report data is grouped. Choose All to have different sections within the report grouped by all the possible groupings. Alternatively group data by a particular property, for example, choose Day to show total usage during each day within the scope. |
Format | Choose the format of the report when it is generated. |
- Go to the Schedule tab and configure the schedule settings:
Option | Description |
---|---|
Send to | Add all the email addresses to receive the scheduled report. Separate multiple recipients using a comma (,) or semi-colon (;) symbols. |
Start On | Choose the date and time when the schedule is to start being sent. |
Frequency | Choose how frequent the scheduled email is to be sent. |
- Click Schedule to save the schedule settings. The report is stored and is accessible from the left pane tab Corporate > Scheduled.
Modifying a scheduled report
To change the settings of a scheduled report, from the left pane go to Corporate > Scheduled. Hover over the report to modify and click Customize.
- To change the data shown in the report, apply the required changes in the General tab. Click Save to store changes.
- To change the schedule when reports are sent, go the Schedule tab and apply the necessary changes. Click Reschedule to apply changes.
Deleting scheduled reports
Scheduled reports can be deleted one-by-one or by deleting multiple reports at once. To delete scheduled reports, from the left pane go to Corporate > Scheduled .
- To delete multiple reports at one go, click on the check sign in the top right corner of the reports to delete. When all reports to delete are selected, click in the top left corner of the view. When prompted to confirm deletion, click OK.
- To delete one report, hover over the report to delete and click the cross symbol in the top left corner. When prompted to confirm deletion, click OK.