Let's understand what they are and how they work.
You can create a Scheduled Report from any report in Service Geeni, including those in the Reports, KPIs or SSR (Self Service Reporting) in Business Intelligence. Based on your requirements and the report, you can automate the report to be emailed in various formats, such as Excel, PDF or CSV.
The Scheduled Report module is only available if it is enabled.
Getting There
To access Scheduled Reports:
Select the Systems Settings cog.
Then, open the Scheduled Reports tab.
Alternatively, you can access Scheduled Reports by Customer, which also gives you a view of just the list of reports that have been scheduled by customer.
Head to the Records menu.
Select Customer & Site Records.
Select the Customer for whom you want to schedule a report and click on the Customer Account Number.
Open the Communications Centre tab.
Navigate to the Scheduled Report tab.
Creating a Scheduled Report
Whichever way you arrived at the Scheduled Report module, the process and screens are the same for here on out.
Now that you are in Schedule Reports, you can manage any existing schedules or create a new one.
Let's get started and create a new one:
Click on Add New Report Schedules.
This opens the Add New Schedule window, which has five sections:
Report
Schedule
Parameters
Contacts
Settings
If you would like to schedule SSR reports, they must be highlighted as favourites or held within a category within SSR.
For Reports being sent to an External Email address,
External Safe will need to be enabled, and the SSR dashboard will need to be held within this category within SSR.
If External Safe is not displaying please contact Service Geeni Support.
Reports
Once you select a Category, the Report column is populated.
Select the category where the report belongs.
This populates a list of currently enabled reports in the reports column.
Select the required report from the report section.
Click Next (arrow right button - bottom right) to move them to the Schedule section.
Schedule
Here you can set the rules for the scheduled report.
The list on the left lets you select the range/type of schedule, daily, weekly, etc.
Once you have selected a type (bar the Send Once option), complete the range - Start Date and End Date, and how often to repeat (Occurrence).
Some frequencies will have different fields to fill in.
Parameters
A parameter is a value or variable used to customise the final output of a report. The required parameters and their inputs determine the filtered results based on those settings.
For a Report
Predefined parameters have been set for Reports for your use.
In this example, we have Period and Branch.
To alter the range, hover over the Action Tray to reveal an edit icon.
Select from the options available.
Click on the tick to save the selection.
The parameter used for filtering the report is now fixed in the scheduled report settings.
You can then repeat this for any other parameters.
Should you need to change or cancel the parameters:
Go to the Fixed parameters section.
Then, click on the Action Tray where you can now Edit or Delete the parameter.
The edit icon lets you reset the filter report conditions.
You can now change to the parameter filter.
Click on the delete 
button to remove the fixed parameter.
Defining Parameters isn't mandatory, so you can skip this if you want to.
Click Next to continue.
For an SSR Report
Parameters are set on the SSR report.
To find out more, see the setting parameters on an SSR report
Once the parameter/s are setup, you can choose what information is included in the scheduled report.
Note: Some elements like static text (e.g. report titles) won’t change with filters.
For example, a title like "This Month's Report for Tesco" will still show even if the data filter is set to a different customer.
This is because filters are applied after the report content is saved.
Contacts
This is where you can choose where/who the report is sent to.
You can add a new contact to the report with any of the three options:
Add Site Contact
When you use the Add Site Contact option, it will add this contact to the Customer and Site Records.
Add New Recipients to the report: You can add a new contact to the report with this option.
Enter the Contact name and email address here - you can also enter a mobile and telephone number if you want to.
Click the Action Tray, then the Icon to save the record.
Add New Service Geeni user to the report: You can add any currently enabled Service Geeni User to receive the report.
Select 1 for multiple users to receive the report. Click Select to add these to the schedule.
Pro Tip: If you would like to send a report to an engineer use the Add New Recipients to the report button.
Once you have selected who will receive the report, click Next.
Whichever Contact option you choose, now select the customer account or Site that the information is related to.
Settings
This section lets you choose who the email should be emailed/sent from, select an Email Template and what format the exported data will be in; this will be sent as an email attachment.
Email Template Name
Email From
Export Format
Email From
Here, you can choose which address to send the email from.
Click the ellipsis and select one from the available options. You can also create a new one via the Add button.
Your system may already have a default email setting configured. If not, refer to the guide on How to Set Up Send-From Accounts.
Export Format
Select the format you want the report to be sent in, such as CSV, Excel, or PDF.
Depending on the report, not all formats will be available.
Email Template Name
Email Template: An email template is the Subject and Body of the email that the report will be attached to.
To create a new Email Template:
Simply click --New Template--
Fill in the Fields and click Save.
You will now have an additional template available on the drop-down list.
If you wish to edit a template, select it and then click on the edit button, you can same as many versions as you wish.
Using Data Fields in your Email Template
In some commonly used templates, you will find Data Fields that help you build your template efficiently.
These data fields pull data directly from the record.
For example, adding {{Customer_Name}} will automatically insert the customer’s name, saving you time, reducing the margin for error, and making the email more personable and specific.
Using available data fields in the email subject and the email body fields is especially helpful when sending multiple reports, the person receiving the email can quickly get the gist of the email content without even opening the report.
Congratulations, you have now created a Scheduled Report!
Viewing and changing a Scheduled Report
As mentioned at the start of the article, you can edit and manage existing Scheduled Reports.
To do this, find the Report Schedule you wish to change.
Click the Edit icon via the Action Tray.
Run through all the steps for Report, Schedule, Parameters, Contacts and Settings tabs to make any changes.
Once happy, click Save.
