Scheduled Report Creation

The Scheduled Report Creation page allows reports to be generated automatically at predefined intervals. Generated reports can be created in the selected format and delivered either by download or email, depending on the configured delivery method.

Scheduled Report Creation

The scheduling screen allows you to configure the report type, report template, execution frequency, date range, output format, and delivery method from a single interface. Once created, scheduled reports can be monitored and managed from the Scheduled Report Management page.

Scheduled Report

Generate reports automatically

The Scheduled Report Creation screen allows you to create automatically generated reports and configure how they are delivered.

Schedule Name

Defines the name used to identify the scheduled report in the list.

Report Type & Template

Select the report category and the predefined report template.

Schedule

Configure how often and when the report will be generated automatically.

Delivery Settings

Configure the output format, delivery method, and email recipients.

Report Components

Each configuration field determines how and when the scheduled report is generated and delivered. Proper configuration automates repetitive reporting tasks.

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Schedule Name

Identifier

Assigning a descriptive schedule name makes scheduled reports easier to identify and manage from the report list.

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Report Type

Filter

Choose from different report categories such as Production, Alarm, Energy, Performance, Telemetry, Comparison, Consumption, and Custom.

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Report Template

Template

Predefined report templates simplify recurring reports. Templates such as Alarm Report, Daily Production Report, Energy Analysis Report, Weekly Summary Report, Monthly Summary Report, and Performance Report are available.

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Date Range

Time

Select the reporting period using Last Period, Last 7 Days, Last 30 Days, Last 90 Days, or Custom Date.

Scheduling Settings

Scheduling settings determine how often the report is generated, which data period it covers, and how it is delivered.

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Execution Frequency

Schedule

Reports can be scheduled daily, weekly, or monthly. You can also define the exact execution time by specifying the hour and minute.

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Delivery Method

Distribution

Generated reports can be delivered by email, downloaded only, or both at the same time.

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Report Format

Output

Reports can be generated in PDF, Excel, or CSV format depending on your reporting requirements.

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Email Recipients

Sharing

When Email is selected as the delivery method, recipient addresses can be entered as a comma-separated list. The report can also be attached to the email.

Scheduled Report Workflow

Follow the steps below to create a scheduled report. Once created, it will run automatically and can later be managed from the Scheduled Report Management page.

Define Report

Specify the schedule name, report type, and template.

Configure Schedule

Set the execution frequency, time, and date range.

Configure Delivery

Choose the report format, delivery method, and email settings.

Create Schedule

Save the configuration to enable automatic report generation.

Things to Consider

Execution Frequency

Select the appropriate execution frequency, hour, and minute to ensure reports are generated at the desired time.

Delivery Method

You can choose Email, Download Only, or Both. If Email is selected, recipient email addresses must be configured correctly.

Report Templates

Using predefined templates such as Alarm, Energy Analysis, Daily Production, or Performance reports helps you create recurring reports more efficiently.

Conclusion

The Scheduled Report Creation feature enables reports to be generated automatically at predefined intervals. Created schedules can later be viewed, executed manually when needed, edited, or deleted from the Scheduled Report Management page.