Configuring report schedule

To configure the report schedule:

1. Open the KUMA console and select Reports → Templates.
2. In the report templates table, click the name of an existing report template and select Edit schedule in the drop-down list.

   The Report settings window opens.

3. If you want the report to be generated regularly:
   1. Turn on the Schedule toggle switch.

      In the Recur every group of settings, define how often the report must be generated.

      You can specify the frequency of generating reports by days, weeks, months, or years. Depending on the selected period, you should specify the time, day of the week, day of the month or the date of the report generation.

   2. In the Time field, enter the time when the report must be generated. You can enter the value manually or using the clock icon.
4. To select the report format and specify the report recipients, configure the following settings:
   1. In the Send to group of settings, click Add.
   2. In the Add emails window that opens, in the User group section, click Add group.
   3. In the field that appears, specify the email address and press Enter or click outside the entry field—the email address will be added. You can add more than one address. Reports are sent to the specified addresses every time you generate a report manually or KUMA generates a report automatically on schedule.

      You should configure an SMTP connection so that generated reports can be forwarded by email.

      If the recipients who received the report by email are KUMA users, they can download or view the report by clicking the links in the email. If the recipients are not KUMA users, they can follow the links but cannot log in to KUMA, so only attachments are available to them.

      We recommend viewing HTML reports by clicking links in the web interface, because at some screen resolutions, the HTML report from the attachment may not be displayed correctly.

      If you send an email without attachments, the recipients will have access to reports only by links and only with authorization in KUMA, without restrictions on roles or tenants.

   4. In the drop-down list, select the report format to send. Available formats: PDF, HTML, CSV, split CSV, Excel.
      

      A CSV report contains all widgets in one file.

      A split CSV allows you to upload individual widgets to separate files and combine these files into an archive for further distribution to specified email addresses.

5. Click Save.

Report schedule is configured.