Historical Reporting

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How to Schedule a Report

Introduction

Report Templates can be scheduled (in advance) to run at various times.

Instructions

  1. Log-on to the OmniIntelligence website

  2. Click Reports -> Historical

  3. Click “Manage Schedules”

  4. Click “Create New Schedule”

  5. Select appropriate as desired. More details are on the following page.

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Click Save to return to the list, or “Back to List” to cancel the entry.

Report Options

Report Periods

  • Interval

  • Today

  • Yesterday

  • Last Week (refers to the last whole week from Monday through to Sunday).

  • Last Month

  • Last Year

Emailing

  • Contacts

  • Groups

Output Format

  • PDF

  • CSV

  • XPS

Reoccurrence Pattern

  • Once – Starts on X Date, at y Time

  • Daily – can be set to reoccur every x days

  • Weekly – can be set to reoccur every x weeks, and what days of the week it will run

  • Monthly – reoccurs every x months, on specific date of month, or on specific weekday, at specific time