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Report Distributor Scheduling

Updated May 19, 2018

Report Distributor Overview

  • The report can be distributed by Email, File Transfer Protole(FTP) or Run Offline
  • Report Distribution support file format such as PDF, Word, PowerPoint, Excel & CSV
  • User can now add tables within the application directly to new or existing bundles, or exported from within the main UI as Excel files

Advantage of Report Distributor Scheduling:

  • It simplifies integrations using FTP
  • It splits the Reports to Managers inboxes as file attachments
  • It enables users to continue using the application while running a report offline

Pre-conditions of scheduling Report Distributor

  • The user must have the access to Report Distributor
  • In order to configure FTP address, User must have the authorization for FTP Configuration screen

How to Schedule Report Distributor?

In order to access the  Report Distributor please go to Home >> Analytics >> Analytics >>Tool

Now create a New Bundle >> Give it Name >> Select the Export Format(such as PDF, MS Word & MS PowerPoint)

Now add items: User can add report, Excel Table or CSV Table

Defining Destination: There are three three option available (Email, Run Offline or FTP)​

Now define Recipients

Note: The Recipient should be a BizX User for the user in order to add them as Recipients.

Schedule Bundle:

  • Date when do you want the schedule to start. 
  • What time do you want the schedule to start? 
  • How often do you want the schedule to run? e.g One time, Daily, Weekly or Monthly

Checking Status: There are three options

  • Running
  • Finished
  • Runtime failure


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