The Scheduled Reporting screen allows Administrator users to set up certain reports to be sent to users and none users automatically on a daily, weekly, monthly or yearly basis. The users do not need to login to run the report, the report will be automatically emailed once a schedule is setup. This screen will be turned off unless requested by users to be turned on and it is only viewable to Administrator users.
Step 1: Navigate to the Scheduled Reports screen by clicking on 'Reports' menu icon at the top of the screen and selecting 'Scheduled Reports' from the drop down menu.
Step 2: On the next screen click 'New Schedule' to schedule a report. A scheduled report can only be chosen from existing saved reports templates, if you have not created a report template you must first navigate back to the Instant Reporting tab and create and save a reporting template to use. Steps on how to save a reporting template are listed in the Instant Reporting folder of Support.
Step 3: After clicking 'New Schedule' a box will appear with sections to fill out regarding the setting up the scheduled report. Input the required information into the spaces provided and click 'Save'.
Detailed description of the different sections below:
Report Setup: In this section the user must provide a name for the scheduled report, and determine the type of report to schedule by selecting from the available template reports in the drop down menu. Please note a scheduled report can only be setup from existing saved reports templates, if you have not created a report template navigate back to the Instant Reporting tab and create a 'Report Template'. Steps on how to save a reporting template are listed in the Instant Reporting folder of Support.
Please note: The start and end date saved in the template report will not apply to the schedule. The Include Preceding section determines what will be displayed in the report.
Email Recipients: In this section the Administrator user adds the user or none user (personnel that do not have access to the Diligent ESG system) email addresses that they wish to receive the schedule report. Input the email address in the space provided, to add additional email addresses click on the green '+' icon and to delete an email address click on red 'X' icon. Please ensure to add accurate email addresses.
Report Inclusive Data: In this section the user must select whether they want the scheduled report that is generated to be based on the Financial Year or Calendar year.
Include Preceding: In this section the user makes selections to determine what will be displayed in the email report. For example if you want the system to email a report with the last quarter of data you would input one quarter into this section or last 6 months of data, input 6 months here.
Rang of recurrence: In this section users must choose the commencement date - the date from which Diligent ESG system will send the chosen report. The user also needs to choose if this will be a single occurrence or reoccurring scheduled report.
Recurrence Pattern: This section determines the frequency of the emailed report. For example do you want the users to receive it daily, weekly, monthly, every day, every week day, or every certain number of days.
Report Options Settings: This section determines the file format type. Users can select between PDF, Excel, Word and CSV.
*Once the user has click saved, the first report is scheduled and the system will automatically generate the report and email to the users and none users on the email list. Please contact email@example.com to ensure reports are configured correctly.