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How to Generate Scheduled Reports

Trendemon's platform provides you the option to schedule reports and get the data via email or slack. 

Generating a report: 

Navigate to Configure > Reports, and click on Create Report

KB - report - create

 

Select the Report you'd like to schedule:

KB - report type

 

Select your desired Report Type and enter the Report Name.

 

Schedule Your Report:

Frequency box, choose the timeline for your data. Choose Once to retrieve data from a specific time period. Choose Recurring to consistently generate a report daily, weekly, or monthly.

If you selected Once, you will need to set a start and end date for your data in the format of (mm/dd/yyyy)-(mm/dd/yyyy)in the Period box. If you selected Recurring, you will need to specify how often you want to receive the report.

In the Send Email box, enter the email address you want a copy of the completed report to be sent to. Every report you generate will also appear on the Generate Reports screen.

You can select to filter the data you receive in your report under Additional settings

 

Once you have chosen all of your parameters, click Run or Schedule at the bottom of the screen.