Schedule a report or data export

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Ultima actualizare la 14 nov. 2022

Overview

Customers that use the new reporting environment can configure their reports/exports to update on a regular schedule and then email the updated content to themselves and an optional list of other users.

The schedule can be configured to run daily, weekly, or monthly. Additionally, a Send it Now option triggers an immediate update and delivery of the report/export to an ad hoc list of recipients.

The user defining the schedule can include anyone within their Acrobat Sign account. Included users are delivered an email from Acrobat Sign with a link to either Open a report or Download a data export. The recipient must authenticate to their Acrobat Sign account before receiving the data.

Atenție:

Report schedules are generated with the owner's authority, meaning account-level users can create a report that includes all of the account data and then share that report with non-admin users.

All users can create schedules for their reports and exports with the following limitations:

Only one schedule can be defined for any one report/export.
Agreement reports only support the previous 60 months of data.

To create a new schedule:

Select the ellipsis to open the action menu, or hover over the agreement record and select the Schedule icon to open the schedule interfce.
Configure the schedule:
- Schedule frequency - depending on the frequency iteration you select, there may be additional options:
  
  Daily - The report/export executes at the same time the report was created. Every day.
  
  Weekly - When selected, the option for the day of the week is presented. The report executes on the selected day at the same time the report was created.
  
  Monthly - When selected, the option to select the day of the month is presented. The report executes at the same time the schedule was created on the selected calendar day.
- Who do you want to send it to? - The list of recipients for the report/export.
  
  Select +Add me to add yourself to the list.
  
  Type in the email address of any other users in your Acrobat Sign account.
  
  Attempting to add an email address that isn't in the account prompts an error.
- Include a message - Provide an optional message that is included in the email to all recipients.
Save when done.
When the schedule is in place, the Schedule icon adopts a blue color and is persistently visible in the listing of reports/exports.

When the schedule executes, a simple email template is delivered to all recipients with a link to Download export data or Open a report graph.

The recipient is required to authenticate to their Acrobat Sign account to receive the content.

Only the original creator of a schedule can edit it. This includes adding and removing users.

To edit an existing schedule, either select the blue icon for the report/export or select the ellipsis to open the Actions menu and select Edit Schedule.

The Schedule interface opens and allows all elements to be edited.

Save the configuration when done.

Only the original creator of a schedule can delete it.

To delete a schedule, either select the blue icon for the report/export or select the ellipsis to open the Actions menu and select Edit Schedule.

The Schedule interface opens. The Delete button is in the lower-left corner of the panel.

Upon selecting Delete, you are challenged to ensure you actually want to delete the schedule.

Select Delete to complete the deletion.

Send it Now is an ad hoc request to refresh the report/export and deliver it to a list of defined recipients that may or may not be part of the scheduled report (if a scheduled report exists).

The Send it Now option can be accessed by selecting the ellipsis to open the Actions menu and selecting Send it Now.

Select the Send it Now option in the menu

Upon selecting Send it Now, the configuration window opens.

Configure the Send it Now options:

Who do you want to send it to? - The list of recipients for the report/export.
- Select +Add me to add yourself to the list.
- Type in the email address of any other users in your Acrobat Sign account.
  - Attempting to add an email address that isn't in the account prompts an error.
Include a message - Provide an optional message that is included in the email to all recipients.

Select Send when complete.

Things to keep in mind...

Only one schedule can be configured per report/export.
Report/export schedules can be created, edited, and canceled by the originator only.
Reports/exports are generated with the authority of the user that creates the report/export. Account admins that share a report with non-admin users will show the account-level admin data.
Reports/exports can be scheduled daily, weekly, or monthly. The run time executes at the same time the schedule was saved.
Scheduled reports/exports are limited to 100 notification emails per day for any one user.
Only users within the same Acrobat Sign account can be included in the schedule's email distribution.
Only users on the email notification list will be allowed to view the report/export content.
When accessing the email link, the user will be required to authenticate to the Acrobat Sign system.
Emailed links are disabled after seven days from the time the email is delivered.