Recurring Reports
Clever Logger reporting engine allows you to either create a report immediately, or have a report automatically sent to you periodically. The process is almost identical and this article covers the creation of a recurring report.
This is useful for where you have daily, weekly or monthly reporting requirements. The required information will be automatically emailed to you and you do not have to login into the Clever Logger system.
Ironically many people just create an email rule to then move the email into a folder so they don’t have to look at it. They tick the box of “we have the report” without having to actually look at it.
Choose which locations will be included in the report
Select report frequency
This is where the distinction between an instant report and a recurring report is made.
To schedule a recurring report, start by choosing how often you would like to receive it.
In the example below, we have chosen to receive the report every Monday. The reports generate at midnight at the start of the chosen day, which means this report will be waiting in our inbox when we get in on Monday morning.
Give the report a name
When the file is created it will use this name as part of the filename.
e.g. Let’s say that you name the report “My Report”.
The file name will be something like 202408080000_My-Report.pdf
The first part of the file name is the date of the report, and the second part is the name you chose.
Choose your file format
Most commonly, you will want your file as a PDF.
PDF files contain a summary of the report and the alarms, a graph and all the data as a table.
However, you can also choose to have your report as an Excel spreadsheet or a CSV file, both of which will contain just the data.
Select email recipients
You can choose to email the report to any of the users in your site.
Note: You can only send reports to users of Clever Logger, that is, people who have been invited and have accepted the invitation. This is to reduce the chance of the email being blocked as spam.
And that's it.
You will receive your report every day/week/month, straight to your inbox.
The report has a different subject line, depending on whether there were any alarms during the report period. This makes it easy to sort your emails into different folders.