The FAST Report Scheduler

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Presentation transcript:

The FAST Report Scheduler Ask if there is anything missing from this list Overview and Discussion of the FAST Report Scheduler both for personal use and at the Admin level

Schedule your Personal Pinned Reports Ability to schedule your own personal Pinned Reports for automated delivery right to your in-box! Quick and simple to set-up Choose from PDF, Excel or CSV formats Review your schedule using the My Schedule Tab

What about scheduling reports for a group? First of all, I’m so glad you asked! Administrators or designated end users can also create GROUP Pinned Reports and send them out, in any interval, frequency and format, to members of your FAST Groups!

Common challenges in de-centralized reporting needs: Your external user groups need access to data in FAST in a specific, formatted report Your de-centralized staff may not have access to FAST or may lack the expertise to build their own Pinned Reports Fund/Orgn security is still enforced where applicable Solution: Create the reports centrally and circulate on-demand and on schedule Ensure that the reports are crafted perfectly and there is no margin for error Users only see what they would have access to in the system

Take the guess-work out of your Group Reports Ability to circulate End users do not need to know how to create Pinned Reports or even how to log-in and run them! Eliminate confusion by creating the reports centrally and distributing them on-demand to your group members A few steps to set-up and a ton of peace of mind to follow!

Let’s do some Scheduling!

Newest Feature – The File Share Need to share data amongst members in your office but don’t want to send out all those emails? Schedule a File Share to drop your report to a shared network drive Great way to allow team members access to the same data Great way to create and save a static snapshot of historical data over time OR over-write the report each week with a new version!

Changes since The Scheduler was introduced! We have added Detail Logs and Admin level summary reports (let’s take a look!) We track the run-time (in seconds) of each scheduled event! We store each attachment for as long as you decide (config setting) If there is no data to draw, the Email will be sent to each recipient and let them know As your final scheduled event is sent to a group, a notification will let you know so that you can re-schedule if you need to!

Discussion, Questions and Feedback!