Scheduling Reports
The Scheduled Reports feature enables you to email IoT reports to selected recipients on a specified date and time, either once or on a recurring basis. These reports are sent as email attachments, providing a robust method for keeping stakeholders informed. Automating report delivery ensures timely and consistent communication of essential data.
For example, let us consider the scenario where you want to send a Weekly Energy Consumption report to the supervisors in your IoT setup every Friday at 7.00 PM. First, you need to create the weekly report using the various report options. Later, using the Scheduled Reports feature you can automatically email the generated Weekly Energy Consumption report to the desired recipients every Friday evening at 7.00 PM. Thus, configuring scheduled reports in your IoT setup enhances overall efficiency and data accessibility.
All report operations require necessary permissions. Refer to the Users and Profile document for more details.
Creating Scheduled Reports
To create a new scheduled report:
1. Access the End Application.2. Select Reports > Reports from the navigation menu in the left pane. The reports configured is displayed.3. Select the report which you want to send in a scheduled mail.4. Click Actions > Send Mail > Schedule to schedule mail for this report.5. Provide the scheduler details:
- Name: The name of the scheduled report.
- Frequency: The date/time interval at which the scheduler must be invoked.
- Start Date & Expires On: The start date and the end date for the scheduler. The mail scheduler will be run at the scheduled frequency between the start date and expiry date.
- Status: Denotes whether the scheduler is currently active or not. This toggle can be used to deactivate the scheduler.
6. Provide the Recipient Details:i. Configure Recipients: Click on the Choose the Email Notification link to associate the report that needs to be mailed when running the scheduler.Note: The recipients can view the data based on the level of access and permissions given to the user scheduling the report. Scheduled emails will not be accessible to the users without permissions to this report.ii. Select the "Attach Report as" option to send the report in the desired format. Currently, PDF and .xlsx is supported.iii. Select "Password protect the attachment" to secure the PDF file with a password (if required).iv. Click Create.
Availability
All Scheduled Report operations require necessary permissions. Refer to Users and Profiles document for more details.
Check Feature Availability and Limits
Check Feature Availability and Limits
Viewing Scheduled Reports
All scheduled reports created can be viewed from the navigation menu.
To view the scheduled reports,
1. Access the End Application.2. Select Reports > Scheduled Reports from the navigation menu in the left pane. All Scheduled reports are displayed in the list view.
The scheduled report can be edited by clicking on the name of the report. Click the ellipsis next to the name to edit or delete the report.
See Also
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho CPaaS?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Understanding Reports
The Reports feature in Zoho IoT enables you to monitor the behavior of the connected devices and assets in the IoT network and gain insights based on the data collected from them. These reports can be created in your preferred format using a variety ...Working with Reports
The Reports feature in the Zoho IoT Application is designed to help you effortlessly create both simple and complex reports. The intuitive, wizard-based steps guide you through selecting various options and creating insightful reports to study trends ...Introduction to Zoho IoT
Overview The Internet of Things is a connected network of devices that communicate data with each other. Zoho IoT platform provides powerful features to build applications on the cloud to connect, control, and monitor these devices. Requiring ...Understanding Table Widgets
The Table Widget, also referred to as the list view widget, is used to display the details of the selected module/model, assets, policies, alarms, etc. The three different table formats available are: Custom View Table Reports Table Assorted Metrics ...Notification Profiles - FAQ
1. How does the Timezone setting reflect for the users in places located in different timezones. For example, if the application timezone is set as India Timezone, And the client is accessing the application from Singapore. India Timezone - +5.30 hrs ...
New to Zoho LandingPage?
Zoho LandingPage Resources