How do I configure Scheduled Billing Reports?

Many users will run the same reports every month for billing. To make it easier we now allow the user to setup a scheduled report where the user can choose how often this report should run.

We also added an option to run the report and have it emailed instantly once it is done. This to increase the user friendliness for reports with thousands of records that may take time to generate. In this first version we have added the functionality to the overall billing report, and it will be added to more reports going forward.

1. Scheduling the Billing Report

 Access the Billing Report by  following Organization menu > Billing > Billing Reports

Complete the on-screen Billing parameter and the user is then presented with three Actions, one of these should be chosen

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  • Run and show reports instantly: This will produce an on-screen version of the report which can be download to an Excel or CSV file by clicking the icon =
  • Run and email report: This will send a copy immediately of the Excel download to email addresses specified by the user when chosen and Get Report is clicked
  • Schedule Report: This will send a copy of the Excel download to a predefined list of users at specified days and times from a named template created for the Billing Report

2. Create the Schedule

 Create the Billing Report Parameter and press the Schedule Report button

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Additional actions will be presented that require completion

  • Send email to: One of multiple emails can be entered to send an Excel version of the Billing Report to. Multiple addresses are separated by a semi colon
  • Report Name: Defined name for the report which will be presented in the email notification message
  • Run Every: The day or date that the report will be run and sent to the email recipients
  • Month: 1 to 31 or Last Day of Month are presented in the drop-down menu in the option ‘On the
  • Weekly: Days of the week are presented in the drop-down menu in the option ‘On the’
  • Day: No drop-down presented as the report is run on a Daily basis                
  • Time Zone: Choose one from a list of world time zones for the report to be run on
  • At: Choose a time by clicking the clock icon and choosing from the presented lists of Hourly and 15-minute segments for the report to be run on

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Press Get Report to save the Scheduled Report

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3. Scheduling the CSP 365 Billing Report

Access the Billing Report by   Organization menu > Billing > Microsoft CSP Billing and click the Schedule button

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The user will be presented with the scheduled report parameter option

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  • Run now and email me report: This will send a copy immediately of the Excel download to email addresses specified by the user when chosen and Save is clicked

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  • Schedule Report: This will send a copy of the Excel download to a predefined list of users at specified days and times from a named template created for the Billing Report

ScheduledemailreportSection3.4

Additional actions will be presented that require completion

 

  • Schedule report name: Defined name for the report which will be presented in the email notification message
  • Run Every: The CSP report is only available on a monthly report
  • On the : 1 to 31 or Last Day of Month are presented in the drop-down menu
  • Time Zone: Choose one from a list of world time zones for the report to be run on
  • At: Choose a time by clicking the clock icon and choosing from the presented lists of Hourly and 15-minute segments for the report to be run on
  • Send to email addresses: One of multiple emails can be entered to send an Excel version of the Billing Report to. Multiple addresses are separated by a semi colon
  • Press Save to store template for the scheduled billing

4. Delete a Scheduled Billing Template

Access the Billing Report Templates by   Organization menu > Reports > Scheduled reports

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Press the Actions button and Delete to remove a single report template

Press tick boxes to left of the screen and then click delete to remove multiple report templates