This document provides information about the Schedule report form screen for registering or editing a report schedule.
Path to access
In any Segura module, you can register a report schedule through the Actions menu option.
- On the chosen report screen, click the Actions > Schedule Report menu.
Details tab
This section provides the main information for registering a report schedule.
The module that triggered the form screen automatically fills the Reports* field when you click the add button.
| Item | Type | Required | Description |
|---|---|---|---|
| Name* | Text field | Yes | Schedule registration name. |
| Enabled* | Toggle button | Yes | Schedule activation status. |
| Format* | Dropdown menu | Yes | Type of format the data will be saved in. |
| Shared drive | Text field | No | Shared drive address where the report will be shared. |
| Reports* | Table | Yes | Menu, Title, Added by, and Added on |
Users tab
This section provides information on users registered to receive the report.
The user will only receive reports and data that they can access with their profile and access group.
| Item | Type | Required | Description |
|---|---|---|---|
| Add | Button | Yes | Button that opens the modal with the users registered in Segura. |
| Contacts* | Table | Yes | Data of each user who will receive the report, containing the fields ID, Name, Username, E-mail, and Department. |
Schedule tab
This section provides information about the scheduling periodicity.
| Item | Type | Required | Description |
|---|---|---|---|
| Interval | Date Selector | Yes | Separated into two fields of Start and End to select the scheduling interval. |
| Sending days | Checkbox | No | Select the days of the week that the report will be sent to users. |
| Sending time | Time picker | No | Select the time that the report will be sent to users. |
Review tab
This section has the data added in the previous steps so it can be analyzed and changed before finalizing the registration. Each tab groups the information accordingly.