IndustrySafe’s report scheduler tool allows administrators to schedule reports to be run and emailed out on a regular basis. Using the Report Scheduler, IndustrySafe System Administrators can set an exact date and time at which the report will be run and sent out, and can choose to rerun and send out the report on a daily, weekly, or monthly schedule. The report will be emailed as a PDF attachment.

The report scheduler tool is available within all of IndustrySafe’s log reports.

To get started, click the “Open” link within the log report’s header to view Saved or Shared reports. Locate the report that you wish to send out, and click its “Add/Edit Schedule” button to open up the Report Scheduler tool.

To learn how to build a list of your desired report recipients and set a report schedule, please review the following sections.

Select Report Recipients

1. Select the “Click here to select report recipients” button.

2. The Recipients Wizard will appear.ReportScheduler1

3. Search for recipients by filtering for their division, facility, user level, or by their employee name or employee ID
number. Please note that Recipients must be IndustrySafe Administrator or Manager Users.  If you cannot find your recipient in the recipient list, please ensure that they have the appropriate IndustrySafe user license.

4. After filtering, the available users will display in the Available Recipients window.

5. Use the “Assign Recipients” button to move these individuals into the Assigned Recipients panel.

6. Click the “Save” button to save the current list of recipients.

7. Close the popup.

Recipients Wizard

Set a Report Schedule

1. Open up the Schedule dropdown to choose the frequency at which your report will be rerun and emailed out. Admins may choose “Once” to run a report and send it out a single time, or can choose to have the report be run and emailed out on a daily, weekly, or monthly schedule.

2. Once you have selected the rate at which you would like your report to be run and sent out,  click the Clock icon.Report Scheduler's Time Picker

3. The Time Picker will open and and you may select the time of day at which you would like your report to be run and emailed out.

4. Click the Calendar icon and select the date on which you would like you report to be run and emailed out.

5. Click the “Save Schedule” button.

Comments

  1. Susan

    Hello – it would be helpful if this article page included a link to the mentioned release note. Please note that as of the 5.7 Release only select reports include the Report Scheduler feature. Please see the 5.7 Release Notes for a detailed list of reports that include the Report Scheduler.

    1. Danielle Goddard Article Author

      Hi Susan,

      Our 5.7 Release Notes have not yet been published. As soon as they are posted, we will be sure to update this article and include a link to them.

      Thanks!
      Danielle Goddard
      Marketing & Support Analyst
      IndustrySafe Safety Management Software

  2. John

    Hello, just a few feature requests for you:

    1. Ability to customize subject line and body of email so recipients can better understand what is being sent to them.

    2. Ability to preview and format report before it is sent. Some graphs and tables get reformatted so that it is difficult to see all data.

    3. Option to include column headers in all pages of the PDF report for long tables so you don’t have to flip back to the first page to see what the headers are.

    Thanks!

  3. Danielle Goddard Article Author

    Good morning John,

    Thank you for posting a comment to IndustrySafe’s knowledge base. We’ve submitted your feature requests to our development team/product management for review.

    Please contact support@industrysafe.com if we can be of any assistance.

    Your feedback is much appreciated.

    Thanks,

    Danielle Goddard
    Marketing and Support Analyst

  4. Todd

    It would be nice if on the report scheduler, you could add columns for fields that have been created by the user, instead of only having the generic field columns.

    1. Danielle Goddard Article Author

      Hello Todd,

      Thank you for posting a comment to IndustrySafe’s knowledge base. We’ve submitted your feature requests to our development team/product management for review.

      Please contact support@industrysafe.com if we can be of any assistance.

      Your feedback is much appreciated.

      Thanks,

      Danielle Goddard
      Senior Marketing and Support Analyst

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