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leon:report-wizard [2020/06/06 10:20]
rafal
leon:report-wizard [2020/07/03 09:22] (current)
bartek [Sending schedule]
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 {{:​leon:​report-wizard:​CO2 various options.png?​nolink|}} {{:​leon:​report-wizard:​CO2 various options.png?​nolink|}}
 +
 +-----
  
  
--------- 
 ==== Positioning scope ==== ==== Positioning scope ====
  
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 You can **delete** such report by clicking on the {{:​leon:​icons:​bin-new leon.png?​nolink|}} icon. You can **delete** such report by clicking on the {{:​leon:​icons:​bin-new leon.png?​nolink|}} icon.
 +
 +----
 +
 +===== Sending Schedule =====
 +
 +It is possible to **Send Schedules** from WIZARD REPORT to particular recipients in pre-defined periods if time. Each stored report can be sent out frequently by using this functionality. Leon will send an email with 2 files: **Excel & PDF**.
 +
 +==== Setting up ====
 +
 +Before sending any report, some setting up is required.
 +
 +First step is defining **email templates** for this panel, in a section Settings > Email Templates. Here you need to click {{:​leon:​icons:​add template.png?​nolink|}},​ select **Report Wizard Schedule**, insert template'​s name and save. 
 +
 +{{:​leon:​report-wizard:​adding email template.png?​nolink|}}
 +
 +You can add multiple email templates - they all will be stored in a section '​Other'​ of 'Email Templates'​ panel.
 +
 +{{:​leon:​report-wizard:​email templates.png?​nolink|}}
 +
 +==== Sending schedule ====
 +
 +[{{ :​leon:​report-wizard:​main window.png?​200|Sending Schedule main window}}]
 +
 +In the main Wizard Report page, edit a report that should be sent frequently and click a button {{:​leon:​report-wizard:​button Sending S.png?​nolink|}} in the top-right corner, then a new pop-up window will show up (as on the screenshot on the right side).
 +
 +In this pop-up window you need to manually type recipient/​recipients email address/​addresses,​ unless emails have been pre-defined for particular email template in 'Email Templates'​ panel (tab '​Recipients'​).
 +
 +{{:​leon:​report-wizard:​emails.png?​nolink|}}
 +
 +'​Frequency'​ can only be selected as '​Daily'​ as for now, however it will be expanded in the future.
 +
 +A drop-down **Hour** allows to select multiple periods of time for sending schedule.
 +
 +{{:​leon:​report-wizard:​hours.png?​nolink|}}
 +
 +**Email template** drop-down box shows pre-defined templates from 'Email templates'​ section.
 +
 +{{:​leon:​report-wizard:​templates in popup.png?​nolink|}}
 +
 +----
 +
 +All reports to which have been pre-defined with rules for sending schedules, in the main Wizard Report page, will have an indication of a **clock-icon**.
 +
 +{{:​leon:​report-wizard:​clock icon.png?​nolink|}}
 +
 +
 +--------
 ===== Filters ===== ===== Filters =====
  
leon/report-wizard.1591438850.txt.gz · Last modified: 2020/06/06 10:20 by rafal