How to Create a Summary Report

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 Summary Report

Step 1.

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

Step 2.

Once you click, the following view will be displayed with all the summary reports, as you can see in the following image. This view will show all summary reports related to the account.

Step 3.

After clicking on "Summary Report," the following view will be loaded, where you must navigate to the upper right side, 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?

• Choose Account*: In dropdown you must select the account in which you want to add the summary report.
• Activate: In this checkbox you can mark it to activate the summary report.
• Recurrence*: In this field you can select with what recurrence you want the report (Daily, Weekly).
• Summary Type*: In this dropdown you can select the type of summary (Report, Scan, Task).
• Choose Country Zone*: In this dropdown you must select the time zone in which the summary report will work.
• DST Enable: In this radio button you must select if you want to activate DST in the summary report.
• Report To*: In this field you must enter the email where the summary report will arrive.
• Report Cc: In this field you can place more emails where the copy of the summary report will arrive.
• Subject*: In this field you must enter the subject of the email in which the summary report will be sent.

• Body*: In this field you must enter the body of the email in which the summary report will be sent.
• Star Date*: When you click on this field, a calendar will appear where you can configure the date on which the summary report will start.
• End Date*: When you click on this field, a calendar will appear where you can configure the date on which the summary report will end.

Note: If an end date is not added, the summary report will continue to be sent until the configuration is changed.

• Send Time: In this field you can add the time in which the summary report will be sent, this works in 24 Hrs format.

Note: If nothing is entered in this field, the Summary report will be sent at 00:00.

To save the summary report, you must navigate to the blue button and click on "Schedule Report.".

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