Reporting Management

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 configure, automate, and distribute reports with ease. This guide outlines how to create new reports, schedule delivery, define report content, and manage recipients—all using the Reporting Management tools.

1. Overview

Reports in Rayven.io help teams stay informed by providing automated insights delivered via email. Reports can be configured in different formats, scheduled by time or trigger, and customized with templates and attachments.

2. Creating a New Report

To begin:

1. Navigate to Reporting Management from the dashboard.

2. Click Create New Report.

3. Complete the following fields:

   • Report Name: A clear, descriptive title.
     Example: BCR-2204

   • Addresser Name: The name shown as the sender.

   • Email: Sender’s email address.
     Example: info@rayven.io

   • Description: Brief summary of the report's purpose.

3. Display Mode

Choose the report’s layout:

• Portrait – Standard vertical layout (default).

• Landscape – Better for wide tables and charts.

4. Report Scheduling

Automate report delivery by time or system trigger.

• When to send this report: Select frequency (daily, weekly, etc.).

• Start on: Set time of day to begin sending.
  Example: 00:00

• Send a report every: Define the recurrence interval.

• Time Zone: Choose the relevant time zone for delivery.

• Based on Trigger (Optional): Choose a system event (e.g., threshold breach) to trigger sending.

5. Report Time Frame

Control the data range included in the report:

• Include data of last [X] days
  Example: 7

• Include today’s data: Toggle this on to capture the most current values.

6. Recipients

Specify who will receive the report:

• Select user email(s): Add one or multiple addresses.
  Example: operations@company.com, client@domain.org

7. Report Content

Customize what the report contains and how it's formatted:

• Email Body: Add a message or instructions.

• Select Format: Choose how the report is presented (e.g., embedded, attachment).

• Attach as PDF: Toggle to enable PDF attachment.

• Select Template: Choose from prebuilt layout options (e.g., tabular, summary).

• Attachment (Optional): Add supporting files such as images or documents.

8. Finalize & Save

Once setup is complete:

1. Review all sections.

2. Click Save.

3. Your report is now scheduled and will dispatch according to your settings.

Example Configuration Summary

Q&A

Q: Can I send reports to external stakeholders?
Yes. You can add any valid email address to the recipients list.

Q: Can I include multiple file types?
Yes. PDF is default, but additional attachments (e.g., images, CSVs) are supported.

Q: How do I pause or edit a report?
Navigate to the Reporting Management section, select the report, and use the Edit or Disable options.

Q: Are trigger-based reports real-time?
They are near real-time. They depend on workflow triggers and may have a brief delay.