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Both sides previous revision Previous revision Next revision | Previous revision | ||
en:dashboard:plugins:excel-report-email-scheduler [2022/11/11 08:09] – Sworup Shakya | en:dashboard:plugins:excel-report-email-scheduler [2022/11/22 16:23] (current) – [How to use] Gary WIllets | ||
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===== How to use ===== | ===== How to use ===== | ||
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<WRAP center round alert 60%> | <WRAP center round alert 60%> | ||
- | We are giving certain authorised personnels, admin access to dashboard | + | This setup functionality is only avilable to users with administrator |
- | Since admin access | + | Administrator |
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If you can see the Excel report e-mail scheduler plugin icon, you have the rights to create report groups and schedules. | If you can see the Excel report e-mail scheduler plugin icon, you have the rights to create report groups and schedules. | ||
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- | ==== Add/Edit schedule page ==== | + | ==== Add schedule page ==== |
This is the main page where all the magic happens | This is the main page where all the magic happens | ||
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{{ : | {{ : | ||
- | {{ : | + | |
=== 1. Name and description | === 1. Name and description | ||
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</ | </ | ||
+ | The variables you apply here will filter data based on the variable. So if you select certain item in the variable list, only that items' data would be shown in the report email. | ||
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+ | Leaving the variable blank will select all as the option. | ||
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+ | ==== Edit schedule page ==== | ||
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+ | Edit schedule page is pretty much the same as add but you get an extra **Send Text email** button at the top. | ||
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+ | {{ : | ||
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+ | === Send test === | ||
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+ | You can use Send test to immediately send the report email regardless of what Interval you had set. This is good to send on demand report certain users or to generally test to see if the report is getting data as you wish it to. | ||
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+ | ==== Lookup ==== | ||
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+ | Some of the Available panels would have Lookup option in it. | ||
+ | These are like the data range you set while viewing panels. | ||
+ | This will allow you to only see data from last 1 day, 1 week, 1 month etc. |