How to issue, download and schedule device reports
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How to issue, download and schedule device reports

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    Light
  • PDF

Article summary

The senhasegura platform allows you to issue, download and schedule reports in all your modules.

Requirements

  • Make sure to set up an email account to receive the scheduled reports.

How to issue and download reports

  1. Click the Grid Menu, identified by the nine squares, and select the desired module.
  2. Click the Actions icon, identified by the three vertical dots, and choose one of the options:
    • Print Report: opens a print window with all records.
    • Export CSV: saves records in CSV format.

Scheduling reports

Selecting Schedule Report will open a pop-up window. In this window, fill in the information below:

  1. Click Add new to load a new form.
  2. Fill in the Name field with the name of the scheduling and leave the Enabled option marked as Yes.
  3. On the Details tab, select the report format from the Format menu. Optionally, fill in the Shared drive field.
  4. On the Users tab, click the Contacts + icon to add contacts who will receive the report.
  5. In the Schedule tab:
    5.1. Fill in the Start and End fields with the start and end dates of the report.
    5.2. Enable desired shipping days. For daily shipping, check All days.
    5.3. In the Sending time, select the shipping time.
  6. Click the Save button.

How to inactivate a schedule

To inactivate a schedule, follow these steps:

  1. Select Schedule report.
  2. Click the Select icon, identified by a right arrow, of the schedule that will be suspended.
  3. Set the Enabled option to No.
  4. Click the Save button.

Do you still have questions? Reach out to the senhasegura Community.


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