Create a task configuration to share reports and dashboards.
How to share a report?
To share your report, please create your dynamic report. Make sure that your dynamic report contains the correct data to share.
- Go to Reports in the top navigation bar
- Click on Task configuration in the left menu
- Click on Add new task to create a new task or use the pencil symbol to edit an existing one
Choose a title for the task.
Choose the frequency (daily, weekly, monthly) and time the report should be sent.
By default email is selected. An email is send to the recipients specified at the bottom of the task page. By choosing FTP, new fields appear for your IT to fill in.
By default iController creates and sends a report. By choosing Dashboard a dashboard you've created will be send.
Choose one of the existing dynamic reports or dashboards in the scroll down list.
- File type
Select the filetype in which the report should be created and shared.
- Number formatting
Select the number formatting in which the report should be created and shared
(e.g. € 1000 or 1000 €).
When sending an email, you could select a General template which iController uses for the email content to send to the recipients. The report will be available as an attachment in the email.
A list of languages in which you created the selected template. Choose which language you wish to use.
The email addresses of the recipients can be added at the bottom of the page.
Use the plus symbol to add more recipients.
- Save the task