Scheduler

The Scheduler enables automated report generation and delivery, eliminating the need for manual report creation and distribution.

What is a Scheduler?

A Scheduler is an automation rule that:

1. Triggers at specified times (daily, weekly, monthly)
2. Generates reports with fresh data
3. Delivers results to specified destinations (email, file transfer)

Key Features

Schedule Configuration

• Frequency — Daily, weekly, monthly, or custom intervals
• Time Selection — Choose exact time for execution
• Timezone Support — Schedule in your local timezone

Delivery Options

Destination	Description
Email	Send reports directly to recipients
File Transfer	Push files to external systems (FTP/SFTP)
Telegram	Receive notifications and quick reports

Schedule Management

• Suspend/Unsuspend — Temporarily pause schedules without deleting
• Test Mode — Verify configuration before activating
• Execution History — Track successful and failed runs

Common Use Cases

Use Case	Configuration
Daily Sales Summary	Every day at 8 AM, email to sales team
Weekly Performance Report	Every Monday, email to executives
Monthly Financial Export	First of month, file transfer to finance system

Business Value

• Time Savings — Eliminate manual report generation
• Consistency — Same reports delivered reliably on schedule
• Timeliness — Stakeholders receive information when they need it
• Reduced Errors — Automated processes eliminate human mistakes

How to use the Scheduler Add Page

To schedule and send reports and dashboards through Email and Telegram, follow these steps:

1. Access the Schedule Creation Page

Navigate to the Scheduler section in the left sidebar and click on the + Add Schedule button.

2. Configure Basic Information

• Name: Enter a unique name for your schedule.
• Description: (Optional) Add a brief description.
• Item Type: Select whether to schedule a Report or a Dashboard.
• Select Item: Choose the specific report or dashboard from the dropdown list.

3. Set the Frequency

Define when the report should be generated and sent:

• Frequency: Choose from Daily, Weekly, Monthly, or Custom (Cron).
• Time: Select the time of day for execution.
• Timezone: Ensure the correct timezone is selected.

4. Configure Delivery Channels

Email

1. In the Delivery Channels section, enable Email.
2. Recipients: Enter the email addresses of the recipients (comma-separated).
3. Subject: Customize the email subject line.
4. Body: Add a custom message to the email body.
5. Format: Select the attachment format (PDF, Excel, CSV, PNG).

Telegram

1. Enable Telegram as a delivery channel.
2. Bot Token: Enter your Telegram Bot Token.
3. Chat ID: Enter the target Chat ID or Channel ID.
4. Message: Add a custom text message to accompany the report.

5. Review and Save

Review your configuration and click Save to activate the schedule. The scheduler will now run automatically based on your settings.