How to Create a Report Scheduler

Prerequisites. 

• Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  

How to give user permissions: How to Give User Permissions

• Login to the portal with the following link: https://portal.mobohubb.com/.

How to log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

How to Create a Report Scheduler

Step 1.

Navigate this panel and go to the menu on the left side of your screen, then select the “Report Scheduler” option. 

 

Step 2.

Once you click, the following view will be displayed with all the report schedulers, as you can see in the image below. This view will display all report schedulers related to the account.

Step 3.

After clicking on “Report Scheduler," the following view will load, where you must navigate to the top right, where you must click on the “Options” button. A list of options will be displayed, where you must select "Add.".

Step 4

After clicking on "Add," the following form is loaded, where it will be mandatory to fill out the fields that have "*" and the fields that do not have it are optional. Which fields do we have?

• Account*: in this dropdown you must choose the account in which the report scheduler will be created.
• Report Name*: in this field you must enter the name of the report scheduler.
• Customer Report Name: this field is optional; you can enter a second name for the report scheduler.
• Report Type*: in this dropdown you must select the type of report scheduler (Scan. Alert, Task Report, Device, Map, Timesheet, Time Studies).
• Report Period (Days)*: In this field you can choose how many days the report will be sent, from every day to 7 days.
• Recurrence*: In this field you can add the sending recurrence of the report scheduler (One, Daily, Weekly).
• Report To*: in this field you must enter the email where the scheduler report will be sent.
• Time Zone*: in this field you must select the time zone with which your report scheduler will work.
• Schedule Start Date*: in this field you must enter the start date of the report scheduler.
• PDF/HTML*: in this field you can select whether the report will be sent in PDF or HTML format.

To continue creating the scheduler report, navigate to the blue button and click "Next".

Step 5

After clicking "Next," the following view is loaded, with the following fields:

• Notify if no records found: we can mark the checkbox if we want to be notified when there are no reports.
• Report Order (Asc/Desc): we can mark the checkbox if we want the records to be organized in descending order, but if we want it to be ascending, we must uncheck the checkbox.
• Order By: in this radio button we can choose the order between (Upload Time or Submit Time).
• Group by device: we can mark this checkbox if we want the device group to be shown, but if we don't want to we should leave it empty.
• Add custom logo: if we want the organization's logo to be displayed in the report scheduler we must mark the checkbox, but if we do not want it to appear we must leave it empty.
• Scan: in this dropdown we can add scan point to the report scheduler.
• Tags: in this dropdown we can add Tags to the report scheduler.
• Shifts: in this dropdown we can add shifts to the report scheduler.
• Send Off Report: in this you can add the time when he stopped envying.
• Frequency Hour: In this you can add the frequency at the time the report is sent.

• Start Time*: in this field you must enter the start time of the report scheduler.
• Stop Time: in this field you can enter the end time of the report scheduler.

Note: If this field is empty, the report will not have an end time.

• Report Cc: in this field you can add more emails where a copy of the report scheduler will be sent.
• Subject: in this field you can add the subject of the report scheduler email.
• Body: in this field you can add a message that will be sent in the body of the email.
• ST Enable: you can select on this radio button if you want to activate or deactivate the option.
• Schedule End Date: in this field you can select the end date for sending the report scheduler, selecting the date on the calendar that will appear when you click on it.

To save the scheduler report, navigate to the blue button at the bottom and click "Submit."

Have more questions? We're always here to help at: [e-mail]