How to Configure External Reports

Published by Zoom Apps on

How Can We Help?

< Knowledge Base
Print
ByZoom Apps

Added in Version 0.39

Overview

  • In this article we’ll describe how to configure External Reports.

Configure an External Report

  1. Open the Main Menu and scroll down to Configure.
  2. Click External Reports.
  3. Click New and input the following fields:
    • Name – Report Name.
    • URL – Public URL of the report. Must be in HTML format.
    • Users – Select the users that can view this report.
    • Show as Dashboard – Tick this to add the custom report to the User Dashboard as a button.
  4. Optionally, specify email settings (to email the report on a schedule):
    • Send Every # Days – Used to calculate the next email date (minimum of 1 day)
    • Next Email Date – Next date to send the email. The system will automatically update this after the first email is sent.
    • Filename – Attachment filename (including the file extension: pdf/csv etc)
    • Email File URL – Public URL to the report in a certain file format (like pdf/csv/xls etc)
    • Subject – Email subject.
    • Body – Email body.

NOTE: External Reports works perfectly with the Custom Reports feature. In Google Sheets, custom reports can be published into the required formats (HTML/PDF/CSV) in the main menu.

Table of Contents
Categories: