In Perchybana, you can schedule a report, visualization, search, or dashboard to run at a regular interval and time. Reports can be scheduled after they are created. Refer to Dashboards and Visualize for information on creating reports.
Perchybana Report Type : Select the type of report you want to run.
Perchybana Report Name: Select a report you’ve created, such as a dashboard or visualization.
Report Name: This field automatically populates with the Perchybana report name. You can enter a different name for your scheduled report, if desired.
Description: Enter a description of the report to help you identify it.
Optimize for Printing: Toggle the button to the right (purple) to display each part of the report on a separate page of the PDF for printing. When the button is toggled to the left (gray), all report information is printed on one page.
Send to default recipients: Toggle the button to the right to email the report to all the recipients set up to receive alerts and updates.
Send to specific recipients: Enter email addresses to send the report to specific contacts.
Save: Click to save the scheduled report settings.
VIEW REPORT: Click to immediately run and view the report. If you have selected the report to send to recipients, they will receive an email with the report PDF.
You can make changes to an existing schedule, run a report, disable a scheduled report, and delete a scheduled report.
Disable: Select to stop the report from running in the future.
View Report: Select to run the report immediately and download a PDF of the report. If recipients are set to receive the report, they will be emailed immediately with the new report.
Details: Select to edit the settings for the scheduled report.
Delete: Select to remove the report permanently.