This guide will explain how to configure and manage reports, including how to schedule and send them to recipients in various formats.
Rayven.io’s Reporting Management Interface enables users to create, schedule, and distribute detailed reports, allowing for better data-driven decision-making. This guide will explain how to configure and manage reports, including how to schedule and send them to recipients in various formats.
1. Creating a New Report
To create a new report:
- Navigate to the Reporting Management section from the main dashboard.
- Click Create New Report and fill out the following fields:
Report Fields:
-
Report Name: Name your report to reflect the data or purpose of the report.
- Example:
BCR-2204
- Example:
-
Addresser Name: This is the name that will appear as the sender of the report.
-
Email: The email address from which the report will be sent.
- Example:
info@rayven.io
- Example:
-
Description: Provide a brief description of the report’s contents or purpose.
2. Display Mode
Select the layout for how the report will be presented:
- Portrait: A vertical format, typically used for standard reports.
- Landscape: A horizontal format, ideal for reports with wider tables or graphs.
3. Report Scheduling
You can schedule when the report should be sent automatically. To set this up:
-
When to send this report: Define how frequently the report will be sent (e.g., daily, weekly, monthly).
-
Start on: Set the start time for the report’s delivery.
- Example:
00:00
- Example:
-
Send a report every: Define the interval at which the report should be sent (e.g., every 7 days).
-
Time Zone: Select the time zone for report delivery to ensure it aligns with the recipient’s location.
-
Based on Trigger: Optionally, you can configure the report to be sent based on a specific event or trigger within the system (e.g., when data exceeds a threshold).
4. Report's Time Frame
This section allows you to define the time range for the data to be included in the report:
- In each report, include data of last [X] days: Choose the number of days of historical data to include.
- Example:
7
- Example:
- Include today’s data: Optionally, include the most recent data from the current day in the report.
5. Recipients
Specify the email addresses of users who will receive the report. You can send reports to one or more recipients:
- Select user email(s): Use the user selector to add email addresses.
- Example:
BCR-2204 (1)– This represents a selected user or group.
- Example:
6. Report’s Content
This section allows you to define the body of the report and choose how the report is formatted and sent:
-
Email Body: Customize the email body message that accompanies the report.
-
Select Format: Choose the format in which the report should be delivered.
- Attach as PDF: Enable this option to attach the report as a PDF document.
-
Select Template: Choose from pre-defined templates to structure the report content (e.g., table-based, summary-based).
-
Attachment: You can optionally add any additional attachments to the report (e.g., images, documents).
7. Finalizing the Report Setup
Once you’ve completed configuring your report:
- Review all the details you’ve entered, including the recipients, scheduling, and content settings.
- Click Save to finalize the report setup.
- The report will now be automatically sent based on the defined schedule or trigger.
Example Report Configuration:
- Report Name:
BCR-2204 - Addresser Name:
Rayven Support - Email:
info@rayven.io - Display Mode:
Portrait - Report Scheduling:
Send every 7 days at 00:00 - Time Frame:
Include data from the last 7 days - Recipients:
info@rayven.io - Report Format:
Attach as PDF
By following the steps outlined in this guide, you can easily configure and automate reports in Rayven.io, ensuring that your team receives timely and relevant insights.