How do I schedule reports?

How do I schedule reports?


Scheduling Reports in Paytia

This guide provides step-by-step instructions to schedule reports within the Paytia platform, ensuring timely delivery of essential data to your team.

Step 1: Access the Report Scheduler

  1. Log in to your Paytia Account:

    • Navigate to the Reports and Alerts section.
    • Click on Schedule reports in the sub-menu.

  2. View Existing Schedules:

    • Use the dashboard to review active report schedules.
    • Search for specific schedules by name or date.

Step 2: Explore Report Options

  1. Search for Reports:

    • Use the Search by name field to find reports by title.
    • Apply a date range using the Search by date filter.

  2. Select Report Type:

    • Use the Pick the report to send dropdown to choose the type of report you want, such as:
      • Call Minutes Used Per User
      • Revenue Report by User
    • Click Search to find specific reports or Reset to clear your selections.

  3. Proceed with Scheduling:

    • Click on the Create Schedule button to set up a new report schedule.

Step 3: Create a New Report Schedule

  1. Open the Report Scheduler:

    • Click the Create Schedule button to load the schedule configuration page.

  2. Input Report Details:

    • Enter a Name for your schedule.
    • Select the report type from the Pick the report to send dropdown.

Step 4: Customize Your Report Schedule

  1. Configure Recipients:

    • Choose the user group using Load users from (e.g., Users or Departments).
    • Assign specific users to receive the report using the Users who receive this report field.

  2. Set Data Parameters:

    • Select the time range for report data in the Export Time Range field (e.g., Previous Day, Previous Week).

  3. Schedule Timing:

    • Enter the desired date in the Schedule date field.
    • Specify the Schedule time for delivery.
    • Choose the frequency of report delivery (Daily, Weekly, etc.).

  4. Save Your Settings:

    • Click Save to confirm the schedule.
    • Use Cancel to discard any changes.

Benefits of Report Scheduling

  • Automates Reporting: Eliminates the need for manual data generation.
  • Ensures Timely Updates: Keeps all stakeholders informed with regular updates.
  • Customizable Settings: Tailors reports to specific teams or time periods.

By utilizing this feature, you can streamline reporting and focus on other business priorities while ensuring critical data is delivered on time.


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