This article will cover the feature of Scheduled Reporting - what it does and how to set up Scheduled Reporting 


Important Information 


  • This will allow you to schedule certain reports to run at a certain frequency and be automatically emailed out of Blackpurl


  • For security purposes, only emails attached to Blackpurl Licensed Users can be setup to receive the Scheduled Reports


  • At the moment not all Reports can be scheduled


For the initial roll out of this feature, only basic reports will be able to be scheduled


Any report that has multiple parameters will not be able to be scheduled at this time


However our Blackpurl Development Team will continue to work on this feature so that sooner or later, all reports will be able to be scheduled 


  • For users to have access to be able to Schedule reports, they will need the User Permission: Report Scheduling

How to setup a Scheduled Report


As indicated in the Important Information above, not all reports are available to be be scheduled


The user can see if a report is available for scheduling by clicking on next to the relevant report and then see what options are available for that particular report


In the example below for the Recent Parts report, the options are Report Scheduling and Copy 



For Scheduling, simply click on Report Scheduling and the Report Scheduling window will pop up to fill in your requirements  



A.Name this Report 
B.Who will be getting emailed the Scheduled Report
** Remember that It will need to be a Blackpurl Licensed User 
C. The report will be in the csv format
D.
Indicate what frequency - Daily / Weekly / Monthly

E. 

If you select the frequency as Daily in D.  - what time of the day do you want the report to run
If you select the frequency as Weekly in D. - what day of the week do you want the report to run
If you select the frequency as Monthly in D. - what day of the month do you want the report to run on

F.What time of day do you want the report to automatically run ie end of day etc
G. Don't forget to SAVE



Once you have completed the setup, to see what report/s have been scheduled, you will notice a calendar icon  next to the relevant report

Example below: 




Once the Scheduled Report is set up, it will continue to run until the scheduling is manually removed 


To remove click on the and you will have a new set of options including Edit Report Scheduling and Delete Report Scheduling