Creating and Scheduling A Report With A Report Builder Bookmark

Creating A Report With A Report Builder Bookmark

Go to the Reports Page to see how to get here.

1. Click either Add or Add A New Report.

   1. A pop-up window will open.

2. Name the report.

3. Select Custom as Report Type Category.

4. Select Report Builder Bookmark Report as Report Type.

   1. A new field will appear.

5. Select the bookmark you want to use for a report.

6. Click Save.

The report with the report builder bookmark has been created and will appear on your Reports page under the Custom section.

Scheduling A Report Builder Bookmark

You can also schedule a report builder bookmark on the report builder page. Click here to get there.

1. Click either Add or Add A New Report.

   1. A pop-up window will open.

2. Name the report.

3. Select Custom as Report Type Category.

4. Select Report Builder Bookmark Report as Report Type.

   1. A new field will appear.

5. Select the bookmark you want to schedule.

6. Click Schedule Enabled.

   1. New fields will appear.

7. Select a Start Time from the drop-down.

8. Select a Frequency from the drop-down.

9. Select which version of the report you want to generate.

10. Select the users who should receive the report.

11. Click Save.

The report builder bookmark has been scheduled and will appear on your Reports page under the Custom section.

Ensure the selected users are authorised to see the same assets as you.

The report will be sent from your account, so will generate a report of all assets you have access to, and send a copy to selected users.

If you would like these users to have the report for only the assets they have access to, you will need them to create the report on their account.