How to schedule reports in Foodics BI?

In this guide we will explain how to schedule email reports from within Foodics BI. 

1. For example. let us assume you wish to extract the Product Details table to your email on a daily basis. 
   Note: this applies to any view you have previously created by utilizing the filters for the relevant data you need. 
   
2. Press on the triple dots "..." > Schedule > Create Schedule
   
3. A prompt will appear to give the ability to:
   • Give a name to the schedule (and comment for more details)
   • set the schedule (days and time) of when it will be sent.
   • Change the schedule time zones
   • Add a gating condition where it must do a check before sending the report (Such as Profit must be > 1,000) for it to activate and send.
   • Select attachment type (PDF / XLSX / CSV
   • Add recipients (by users or typing their emails) Note: The recipient will get the same data as you will in this area, so be careful on who you wish to share the report with.
   • Change the view to another saved view

   • Change the filters should you want different results. 

     

     

4. You should then based on the schedule get an email that looks like below with the attachments added to it
   
5. If you open any of the excel, this would be the same data as if you went and downloaded the data out of Foodics BI. Same style of sorting

Manage Schedules:

1. You can go to your profile > Settings
2. Go to schedules
   
3. You can do the following:
   1. Search for a specific schedule
      
   2. Select any schedule from the screen.
   3. View the creator, how many recipients, frequency, and file format.
   4. If you press the check on one of the schedules, you can pause or delete it
   5. By pressing the "..." on the schedule, you can pause, edit, delete and View Run History

This is how view run history will look like: