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Scheduled Reporting Features
The scheduled reporting feature:
- allows Allows Admin to make a report template visible and/or subscribable to other Roles*
- gives Allows certain logged in users access to a report (based on website Role* (beyond the Admin role) allows to generate a copy of the report
- Allows this Role to generate a custom copy of this report so that the original report is remains intact and unchanged
- allows Allows this Role to subscribe others (via email address recipients) so they are automatically sent their generated report
- allows Allows this Role to set a subscription schedule and period for sending of updated reports.
* Report visibility to a Role without the subscribability function can be enabled.
* Specific custom Roles can be created as Report Group roles if required.
Example Use Cases
These are just a few use cases that indicate what the feature can do. Explore the feature's functionality to determine whether it can be adapted for your specific use.
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Report access to a Role is provided by Report Generator sub-feature. Reports the user can view are listed. The user can edit parts of the report to customise it for their specific needs. For example, they can change the order of sorting and grouping fields, add notes, and edit the report name. This 'new' report has a unique ID number, is saved with a new file name, and is also only available to the user who generated it.
Learn more: Report Generator
Report Subscription
The Report Subscription sub-feature can be added by Admin for individual reports visible through Report Generator.
Report Subscription Features
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- send their generated report to any email address
- set a daily/weekly/monthly schedule so the latest report data is resent to added subscribers
- add a subscription period end if needed
- edit, pause and cancel the subscription at any time
- track subscription details with the subscription log.
Learn more: Report Subscriptions
Step-by-step guide for Admin
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| Minimum Version Requirements |
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| Prerequisites |
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| Self Configurable |
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| Business Function |
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| BPD Only? |
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| B2B/B2C/Both |
| Ballpark Hours From CV (if opting for CV to complete self config component) | |||||||||
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| Ballpark Hours From CV (in addition to any self config required) |
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Contact Commerce Vision |
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n/a |
Reporting
Related
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Resources
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