How do I schedule reports?

Scheduling Reports in Paytia

This guide provides step-by-step instructions to schedule reports within the Paytia platform, ensuring timely delivery of essential data to your team.

Step 1: Access the Report Scheduler

1. Log in to your Paytia Account:

   • Navigate to the Reports and Alerts section.
   • Click on Schedule reports in the sub-menu.
     

2. View Existing Schedules:

   • Use the dashboard to review active report schedules.
   • Search for specific schedules by name or date.

Step 2: Explore Report Options

1. Search for Reports:

   • Use the Search by name field to find reports by title.
   • Apply a date range using the Search by date filter.
     
     

2. Select Report Type:

   • Use the Pick the report to send dropdown to choose the type of report you want, such as:
     • Call Minutes Used Per User
     • Revenue Report by User
   • Click Search to find specific reports or Reset to clear your selections.

3. Proceed with Scheduling:

   • Click on the Create Schedule button to set up a new report schedule.

Step 3: Create a New Report Schedule

1. Open the Report Scheduler:

   • Click the Create Schedule button to load the schedule configuration page.

2. Input Report Details:

   • Enter a Name for your schedule.
   • Select the report type from the Pick the report to send dropdown.
     
     

Step 4: Customize Your Report Schedule

1. Configure Recipients:

   • Choose the user group using Load users from (e.g., Users or Departments).
   • Assign specific users to receive the report using the Users who receive this report field.

2. Set Data Parameters:

   • Select the time range for report data in the Export Time Range field (e.g., Previous Day, Previous Week).

3. Schedule Timing:

   • Enter the desired date in the Schedule date field.
   • Specify the Schedule time for delivery.
   • Choose the frequency of report delivery (Daily, Weekly, etc.).

4. Save Your Settings:

   • Click Save to confirm the schedule.
   • Use Cancel to discard any changes.

Benefits of Report Scheduling

• Automates Reporting: Eliminates the need for manual data generation.
• Ensures Timely Updates: Keeps all stakeholders informed with regular updates.
• Customizable Settings: Tailors reports to specific teams or time periods.

By utilizing this feature, you can streamline reporting and focus on other business priorities while ensuring critical data is delivered on time.