Overview

Manage and schedule reports in the Netcore platform. The interface allows users to view, schedule, and modify report configurations in the Scheduled Reports section under the Reports menu.

1. Log in to the Netcore Platform.
2. In the left sidebar, click on the Reports section.
3. Select Manage Reports to access the Scheduled Reports interface.

Scheduled Reports Table

The Scheduled Reports table lists all reports that have been scheduled for regular generation. Each row corresponds to an individual scheduled report, and the following columns are displayed:

Key Features and Actions

1. Modifying Report Settings

To modify the settings of any report, click on the Schedule link under the Modify settings column. You will redirected to a configuration screen where you can adjust parameters such as:

• Frequency (e.g., Daily, Weekly)
• Report Type (e.g., Campaign Wise - Detailed)
• Target Audience or Filters (if applicable)
• Destination (SFTP, Email, etc.)

2. Deleting a Scheduled Report

If you want to delete a scheduled report, click the trash bin icon in the Delete column. Confirm the action to remove the report from the schedule.

3. Activating or Deactivating Reports

Reports can be toggled on or off by clicking the green toggle switch under the Scheduled Status column. Green indicates that the report is active, and the system will generate the report according to its defined frequency. Gray indicates that the report is inactive and will not be generated.

Additional Features

• Search Bar: Use the search functionality at the top of the page to quickly locate specific reports by name.
• Sorting: You can sort reports by Report name, Frequency, and Scheduled Status for better organization.
• Pagination: If there are multiple reports, use the pagination options at the bottom of the table to navigate through them.