Reports Toolbar

Using the Reports Toolbar, you can chose to export, share, broadcast,favorite the report, save, or view report details.

  • Exporting - export a report in the format of your choice by clicking on the Export icon.
  • Sharing - allows you to share the report:
  • With other Agiliron users
  • Via email as a link or an attachment
  • By embedding the report on a website or blog
  • By creating a link to reference later or share with others
  • Broadcast(also known as Timed Reports) - allows you to schedule the report to run at various intervals determined by the user.
  • For example, if you would like to send a weekly sales report to your management team, you can set the frequency in which your team should receive the report. You can also schedule an alert-based broadcast to only send the report when certain criteria are met, such as a customer reaching a certain order level or credit limit.
  • Broadcast Setup - select multiple recipients and edit the schedule in which report is delivered.
  • Click on "Advanced Settings" to set specific time and timezones as well as setting a scheduled start/end date. User can also request delivery failure notification if the report fails to run.
  • Task Based Alerts - enter the task information and select subscribers, etc.
  • Click "Add Alert Delivery Rules" to enter specific criteria that needs to be met in order for the task to run automatically.
  • Click on "Advanced Settings" to set specific time and timezones as well as setting a scheduled start/end date. User can also request delivery failure notification if the report fails to run.
  • Select a Delivery Rule from the drop down list of available fields.
  • Click "+ Add Field" to add specific filters.
  • Enter the rule and click "Submit", then click "Submit" again on the next screen to save the rule.
  • Personal Broadcast - allows the user to "subscribe" to a report using a scheduled frequency.
  • Click on "Advanced Settings" to set specific time and timezones as well as setting a scheduled start/end date. User can also request delivery failure notification if the report fails to run.
  • Report Favorites - allows you to favorite the report and saves it under "My Favorites"
  • Bookmark/Save - allows you to save, bookmark the report, or save a snapshot “as is” with current filters and settings so you can review the information later.
  • Report Details - provides information about the report such usage statistics, report columns that are included in the report, and SQL information that can be easily exported if needed.