The Report Schedules page lists all the report schedule records. Users can filter the records on:
Feature Group - Administration, Country, Enrollment, Finance, Home, Project, Site
Project- List of active projects for the current user
Record Type - Active, Inactive, or All
In addition, users can Search for a word or string in the record. To remove all search options, click the button. To add a record, click or edit a record, click , which opens the Notification Schedule module for Report Schedules.
Columns can be sorted in ascending or descending order by clicking the column heading.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Field |
Description |
Search Fields |
|
Feature Group |
The user can filter the records based on whether the event falls under Administration, Country, Enrollment, Finance, Home, Project, or Site. |
Project |
The user can filter the records based on the project. The available choices is a list of active Projects for the current user. |
Records |
The user can filter the records based on whether they are active or inactive, or simply select all records. |
Search |
The user can enter any word or string to see if it exists in the database. |
Column Headings |
|
Report* |
This column displays the name of the report. |
Recurrence* |
This column displays how often the notification will be made; either Every Time, Never, or Once per Day. |
Format* |
This column displays whether the email will be sent in PDF or Excel format. |
Parameters* |
This column displays the selected factors from a Scheduled Report. |
Roles* |
This column displays the roles of those who will receive the notification. |
Domains* |
This column displays the domains that are included in the notification. |