Reports

This is a sample Reports view.

The list contains DPX report templates you can use to generate reports.

Report Scheduling

To schedule a report:

1. Hover over the record of a selected report to show the calendar icon and the Add Schedule tooltip (see image above). Click the calendar icon. The Add Schedule dialog will appear.

Note. Depending on your schedule selection, i.e. Once, Hourly, Daily, Weekly, or Monthly, there are different time and date options to choose from. However, each report schedule requires providing a valid email address.

1. Select the desired time and date criteria and click Add.

2. Provide a valid email address the reports will be sent to. You can also choose the file type for the report: either .pdf or .csv.

3. Click Schedule. The report schedule is now created.

Editing a Schedule

1. Hover over the record of the schedule you want to edit and click the Edit Schedule icon.

1. In the Edit Schedule dialog, hover over the report schedule definition. Select the Edit icon to change the schedule item, or the Delete icon to discard the schedule item and define a new one.

1. Define a new schedule and click Add.

2. Click Schedule at the bottom of the dialog. The schedule is now changed.

Deleting a Schedule

1. Hover over the record of the schedule you want to edit and click the Delete Schedule icon.

1. When prompted to confirm your choice, select Yes. The schedule is now deleted.