Scheduled Reports

From UG

Specs

This is a place in the system where reports can be scheduled (we assume the only place)

gen1] Access will be restricted (add this as item to user access table)

gen2a] It presents the following main fields

   *

     Rep Class – parent report (InTransit, MainWizard, etc)
   *

     Client (just a tag, not report filter)
   *

     Rep Instance Name
   *

     Date created / modified
   *

     Last Modified by

gen2b] optional/additional (some of it could be columns, some – tooltips): Discuss: do we need this now?

   *

     Schedule params
   *

     Recipients, cc, bcc

gen3] sorted by Rep Class then by Rep Instance then by Client

gen4] “client” here is not a report filter, it is a tag indicating for what client company this report is to be scheduled for (associated with)

gen5] it is possible to “delete” or “edit” or “add” new scheduled report

gen6] profile example: ...

Gen7] Discuss: UI above could be different. What is important is that we have “General Tab” as above with schedule, etc.

Plus we have access – link or tabs to edit specific report parameters.