The most powerful part of the report builder is the ability to automatically distribute reports on a recurring basis.
This means that you can build a report that runs every month and automatically gets sent to multiple people depending on your configuration settings.
The email schedule works in conjunction with the Pick a form section. In the pick a form section you choose the field to be used as your date field and then you determine the date range you want the report to use.
If you pick a custom date range in the Pick a form section, you will only have the option of running that report once in the Email schedule section.
To use the Daily, Weekly or Monthly options you must select a data range that support recurrence like Last Week or Last N days.
Once: If you choose to only run your report once, you will choose the date and time you want your report to run.
Daily: You pick the date you want the reports to start running and the days of the week you want the report to run. You must also set what time during the day you want the report to run.
Weekly: You pick the date you want the reports to start running and the day of the week you want the report to run. You must also set what time during the day you want the report to run.
Monthly: You pick the day of the month and the time of day the report will run. The user has full control of what day each month a report is created. Users can set reports to run on the 1st of every month, the 5th, 31st, etc.
When selecting the time of day you want your reports to run you also need to specify what time zone you are in. We release some organizations have employees on different coats and we want to give the user the available to run reports in any time zone they want.
Email: Enter the email address you wish to send the report to. You can add more than one address by use the ; symbol. Recipients will receive a link they can click on to run the report. This is to avoid large reports being blocked by email systems.
Subject line: Enter text as you would like it to appear in the subject line of your email.
As: Select the format of the report. You can select PDF or have your data delivered as an excel spreadsheet.
Column Layout- Column layout allows users to select a column based format versus the standard structured format for your report. You can also load your report data into a predefined Excel Template which will give you the ability to further manipulate your consolidated report data before it is emailed to the recipients. To add a custom template to your report writer you will first need to create the template and upload it to doForms using the manage report templates area of build forms. Once uploaded, in the report writer you can select the column layout and then select the "use custom template" setting. Once selected it will prompt the user to select a template that has already been uploaded to the account. Users can also select which tab in the document the data will dump to making it easy to use pre exisiting templates to create reports, graphs, charts, etc.
This feature extends the basic features of report builder by allowing you to create things like pivot tables, charts and graphs, Macros and formulas gainst the doForms data that is dumped to the sheet of your choosing.
The schedule serves two purposes.
- Viewing what reports are scheduled to run in the future. If you set up a recurring report you will see an entry for each time the report is set to execute.
- Viewing reports that have already executed. Reports are available via the schedule for 7 days. Reports that have ran <= 7 days will be clickable links in the schedule button in which the user can download the report. After 7 days doForms will no longer keep this information so we recommend saving a copy locally of any executed reports.
Conversion to PDF supports the following fonts. If your Excel template uses any other font, Arial will be used in its place.
- Courier New
- Segoe Script
- Segoe UI
- Times New Roman