Scheduled Reporting in Blackpurl lets you automate the delivery of key reports by emailing them to licensed users at a set frequency. This article explains how the feature works and how to configure a scheduled report.
Important Information
Before setting up a scheduled report, note the following:
Only emails attached to Blackpurl Licensed Users can be configured to receive scheduled reports.
Not all reports can be scheduled. At this time, only basic reports with a single parameter are supported. Reports with multiple parameters cannot be scheduled yet. The Blackpurl development team is continuing to expand scheduling to cover more reports.
To schedule reports, a user must have the Report Scheduling user permission assigned to their account.
How to Set Up a Scheduled Report
To check whether a report supports scheduling, open the Reporting section and click the options menu (the three-dot or gear icon) next to the relevant report. If the report is schedulable, Report Scheduling will appear as one of the available options.
For example, the Recent Parts report shows two options when you click its menu: Report Scheduling and Copy.
Click Report Scheduling to open the Report Scheduling window. Fill in the following fields:
A. Report Name | Enter a name for this scheduled report. |
B. Recipients | Select who will receive the emailed report. Recipients must be Blackpurl Licensed Users. |
C. Format | The report is delivered in CSV format. |
D. Frequency | Choose how often the report runs: Daily, Weekly, or Monthly. |
E. Schedule Day | If Daily: select the time of day. If Weekly: select the day of the week. If Monthly: select the day of the month. |
F. Run Time | Select what time of day the report should automatically run (for example, end of day). |
G. Save | Click Save to activate the schedule. |
Viewing Scheduled Reports
Once a report has been scheduled, a calendar icon appears next to that report in the Reporting list so you can identify which reports are currently scheduled at a glance.
Editing or Removing a Scheduled Report
A scheduled report will continue to run until you manually remove it. To edit or delete a schedule, click the options menu next to the relevant report. Two additional options will appear: Edit Report Scheduling and Delete Report Scheduling. Select the appropriate option to update or remove the schedule.