Scheduled Reports
Scheduled Reports allow you to automatically receive important system data regularly, daily, weekly, or monthly. By setting up scheduled reports, you ensure that key team members stay informed without needing to log in manually. Reports are delivered via email to selected users, making it easy to stay on top of system performance and compliance.
Creating Scheduled Reports
- Click the gear shift icon at the top of the Stat Temp website, then select Scheduled Reports.
- Click Create a Scheduled Report in the top right.
- In the Create a Scheduled Report panel, enter a name for your report.
- Select the report type to schedule.
- Sensor Selection:
- You can select multiple sensors for all report types, except those that include graphs.
- Alternatively, you can generate reports for specific groups to improve relevance.
- Date Range:
- For reports requiring a specific date range, scroll to the bottom of the date range selector and use the Date Picker to specify the period.
- Click Get Preview to customize and view the scheduled report.
- Choose how often the report runs:
- Weekly: Select the day of the week, then specify the hour and minute.
- Monthly: Choose the day and frequency (1 = every month, 2 = every two months, etc.), then specify the hour and minute.
- Enable On Demand if you prefer to run the report manually from the Scheduled Reports data grid instead of scheduling it.
- Choose your preferred delivery format and report formatting options.
Graph reports are available exclusively in PDF format to ensure clarity and accuracy.
Assign Report Recipients:
- Add additional email addresses to send reports to non-system users.
- Once all parameters are configured, click Save in the bottom left to finalize your scheduled report setup.
Managing Scheduled Reports
To modify or clone a scheduled report, click the three-dot menu (⋮) to the left of the scheduled report you'd like to modify or clone.
- Run – Immediately generate the report.
- Edit – Modify the report settings.
- Clone – Duplicate the report and customize it.
- Remove – Delete the scheduled report.