1. Introduction

This manual is a sub-manual to introduce the Auto-Report Setting Page --> Project Report Automation job. This section is to configure the general information and schedule of this report generation job.

The Project Report Automation Job Section can be accessed via: Click on the top left corner to open the setting side bar, click on ‘Automation’ tab, and then click on ‘Auto-Report Settings’ sub tab to access the page.

2. How to Create a Report Automation Job

Step 1: Navigate to the Project Report Automation Job section and click the New button located at the top-right of the interface.

Step 2: In the New Report Automation Job dialog box, fill in the fields as described below.

Job Name: Provide a meaningful name that reflects the purpose of the report.

Job Description: Add context about the report.

Job Schedule: Specifies how often and when the report will be generated.
- Every Minute/Hours/Day/Month: Select to configure minutes, hours, days, months in each tab.
- Time Interval: Let users specify the exact time of day the report should be generated, by typing in the field, such as ‘0 14 * * *’ represents 14:00 at every day, every week, every month.
Disabled: Determines whether the automation job is active or inactive. Tick this cell if you want to create the job in a disabled (inactive) state. Leave it unticked to enable the job immediately after creation.

Example: Schedule the report to be generated every month, every day, at 14:00 pm:

3. How to Read the existing Automation jobs

3.1 Viewing more information

Bring up more column data by clicking on the column chooser ‘ ’ at the top right corner, click on the data column you want to view, and drag it to the current category table to add it in and view the information.

ID: the ID number defined by the Geosens system as an identifier.
Created by: the email address of person who created this automation job will appear here.
Created on: the date and time when the person created this automation job will appear here.
Updated by: the email address of person who updated this automation job will appear here.
Updated on: the date and time when the person updated this automation job will appear here.

3.2 Sorting

Sort categories alphabetically by clicking the column header, and an arrow will display next to the header and show ascending / descending order.

3.3 Filtering

Filtering for any specific info by clicking on the filter icon ‘’ right next to the column names. Search and click on the desired categories to filter and display those categories only, for better viewing purpose.

4. How to Edit/Delete an existing Automation Job

Navigate to the Project Report Automation Job section, tick on an existing automation job, and click the ‘Edit’ / ‘Delete’ button located at the top-right of the interface.
Make necessary changes and click on ‘Save’ to save all the adjustments.