Schedule Report
The Schedule Reports feature allows users to generate reports on a schedule, receive email notifications when reports are ready, and securely download the generated Excel reports. Reports can be downloaded from the email notification or directly from Robility Manager. All downloads are authenticated, authorized, and audited to ensure secure access.
Creating a Report
Use the Add Report panel to configure and create a report.
Configuration
| Field | Description |
|---|---|
| Name | Specify the name of the report. |
| Specify the email address that receives report notifications. After entering the email address, press Tab to add it. | |
| Queue | Choose the Queue from which report data is generated. |
| Type | Report period: Daily, Last 7 Days, Last 30 Days, Last 60 Days, or Last 90 Days. |
| Columns | Select the data fields to include in the report. Use + Add Column to add additional columns. |
After configuring the report, select Save to create it or Cancel to discard the changes.
Report Generation and Notification
When a report is generated, Robility Manager:
- Generates the report.
- Creates a secure download link.
- Sends an email notification to the configured recipient(s).
- Redirects users to Robility Manager for validation when the Download Report link is selected. After successful validation, the report is downloaded automatically.
Authentication and Authorization
Before a report is downloaded, Robility Manager verifies user authentication and project access.
- Signed-in users are redirected back to the Robility Manager page.
- If the user has access to the associated project, the download starts automatically.
- If the user does not have access, an Access Denied message is displayed.
Download Link Expiry
| Property | Description |
|---|---|
| Default Expiry | 48 hours |
| After Expiry | The download is blocked and an expiry message is displayed. |
