Rules

The table on Manager View | Home > Reports > Rules page displays the reports that are created. The details of each report is shown in a tabular format.

Schedules Table

Term	Description
NAME	Name of the report.
REPORT TYPE	Report type—Flow or CTA or Management
DELIVERY TYPE	Medium for delivering the PDF report.
RUN TYPE	How often the report is scheduled to run.
LAST RUN TIME	Timestamp when the scheduled report was executed the last time.
NEXT SCHEDULE TIME	Timestamp when the scheduled report will be executed the next time.
LAST RUN STATUS	Status of the report that was executed the last time.
ACTION	Displays options to edit or delete the schedule.

In addition to the above data, more information about a rule is displayed when you click the caret icon next to the report name.

• Report Rule Id: ID assigned to the report by NSM.
• Owner: User that created the report.
• Delivery Type: Displays the delivery type of report.
• Document Format: Displays the format of the report.

Several icons at the top and top right corner of the table help you manage your reports.

Success	Number of reports that were successfully executed the last time.
Failed	Number of reports that failed execution the last time.
In Progress	Number of reports that are currently running.
Add	To set up a new scheduled report.
Delete	To delete the selected scheduled report.
Refresh	Refresh the page.
Column Selection	Choose which options to be displayed in the table.

 

• Creating a Report Rule
• Editing a Report Rule
• Generating a Report Now
• Generating a Report for a Time Range
• Downloading Last Generated Report
• Cloning a Report Rule
• Deleting a Report Rule