Schedule a recurring report in View

Schedule a recurring report in View

The View mode in Ubiqod allows you to visualize tracker data. You can use it to review reports and lists such as:
  1. Staff check-in / check-out records
  2. Team visit times on site
  3. Service requests submitted by users
  4. User satisfaction ratings
If you want to receive these reports by email on a regular basis, you can use the scheduled export feature.

Schedule a report

  1. Open View, select your use case in the top bar and display the data you want to export.
  2. Apply the appropriate filters (for example by selecting sites, badge IDs, or specific statuses):
Open the report for the export
  1. Click Export in the top-right corner.

Select the columns to export

  1. Choose the columns you want to include in your export:
Select the column for data export
  1. Click Schedule export.

Configure the scheduled export

You can now configure the export:
Configure a scheduled export

  1. Name your export
  2. Choose the file format (CSV or Excel)
  3. Select the delivery frequency
  4. Enter the recipient email address
  5. Click Schedule export again to confirm.

Manage scheduled exports

You can find all scheduled exports in the View settings:


From the list of scheduled exports, you can:
  1. Send the report immediately by email (play button)
  2. Open the report used for the export
  3. Edit the scheduled export settings
  4. Duplicate an export
  5. Delete an export
When editing an export, you can modify its configuration and update the delivery settings.
Edit a scheduled export

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