Reports

Gen 3

Reports

Schedule and export your report

BriteData allows you to schedule and/or export BriteData Py and BriteData reports.

To schedule and/or export a report:

  1. Select Reports in the BriteCore menu. The Report List screen will automatically display.
  2. On the Report List screen, scroll to your report or search for it.
  3. Select the [Report Name] link.
  4. In the [Report Name] dialog box, select Edit Report. BriteData will open.
  5. To schedule your report: Select a report frequency from the Run Report Automatically dropdown list. Options include:
    1. Manual (Do not run automatically)
    2. Once a year (Morning of January 1st)
    3. Once a month (Morning of 1st of month)
    4. Once a week (Monday mornings)
    5. Once a week (Saturday mornings)
    6. Once a day (Every morning)
  6. To export your report: Select an export method under Export Options:
    1. No Export
    2. Put in Export Queue: This option displays the report in the Report Export screen (select Export from the Reports menu) for review and processing. You can also choose an export method with this option:
      1. Select an export method from the Method dropdown list:
        1. Email
          1. Type an email address in the Email Address box.
          2. Type a filename in the Export File Name box (this is optional and will override the default file name).
        2. FTP
          1. Type host name in the Host box.
          2. Type your username in the Username box.
          3. Type your password in the Password box.
          4. Type the path in the Path box.
          5. Check TLS-enabled FTP if necessary.
          6. Check Active FTP if necessary.
          7. Type a filename in the Export File Name box (this is optional and will override the default file name).
        3. SFTP (SSH)
          1. Type a host name in the Host box.
          2. Type your username in the Username box.
          3. Type your password in the Password box.
          4. Type the path in the Path box.
          5. Type a filename in the Export Filename box (this is optional and will override the default file name).
    3. Export Automatically: You can skip the export queue by selecting this option to export your report.
      1. Select an export method under the Method dropdown list:
        1. Email
          1. Type an email address in the Email Address box.
          2. Type a filename in the Export Filename box (this is optional and will override the default file name).
        2. FTP
          1. Type a host name in the Host box.
          2. Type your username in the Username box.
          3. Type your password in the Password box.
          4. Type the path in the Path box.
          5. Check TLS-enabled FTP if necessary.
          6. Check Active FTP if necessary.
          7. Type a filename in the Export Filename box (this is optional and will override the default file name).
        3. SFTP (SSH)
          1. Type a host name in the Host box.
          2. Type your username in the Username box.
          3. Type your password in the Password box.
          4. Type the path in the Path box.
          5. Type a filename in the Export Filename box (this is optional and will override the default file name).
  1. Select Continue to the next step to finish your report.