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Create automatic report

Create an automatic report to receive scheduled PDF reports by email.

Available report types depend on your user rights.

Report layouts match the manual reports described in Dashboard reports.

1

Open Automatic Reports

Click Automatic Reports in the navigation pane.

2

Create a new report definition

Click Create Automatic Report.

3

Select the report type and scope

Select the Report Type.

Options include Audit, System Group, Division, Group, and Object.

Some types may not be available for users with lower access rights.

Depending on the report type, additional selection fields are shown.

For Group reports, a list of groups is shown.

For Object reports, a list of measuring points (MPs) is shown.

Choose All or select the items to include in the report.

4

Name and schedule the report

Enter the report name.

Select the report frequency: Daily, Weekly, or Monthly.

For weekly and monthly reports, select the day (weekly) or date (monthly).

5

Create and sign

Click Create and complete the signature form. See Sign.

The report definition is created.

The system sends reports according to the schedule.

Report layouts are described in Dashboard reports.

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