Skip to main content

Report Scheduling

Coming Soon

Report scheduling is a planned feature that will enable automated generation and distribution of reports. This functionality is currently not implemented in Tripl-i v3.

Current Status​

What's Available Now:

  • Manual report generation through the UI
  • On-demand report templates
  • Real-time dashboard widgets with auto-refresh
  • Export capabilities for individual reports

What's Planned:

  • Automated report scheduling (daily, weekly, monthly)
  • Email delivery of scheduled reports
  • Multiple export formats (PDF, Excel, CSV)
  • Recipient management and distribution lists
  • Failure notifications and retry logic

Manual Report Generation​

While automated scheduling is not yet available, you can generate reports manually:

1. Using Report Templates​

  1. Navigate to Reports → Templates
  2. Select a pre-built template
  3. Click Run Report to generate with current data
  4. Use Export options when they become available

2. Dashboard Widgets​

Dashboard widgets provide a form of "scheduled" updates:

  1. Add report widgets to your dashboard
  2. Set auto-refresh intervals (1-15 minutes)
  3. View real-time data updates
  4. Share dashboard with team members

3. Custom Report Generation​

  1. Create custom reports using the template builder
  2. Save templates for repeated use
  3. Generate reports on-demand as needed
  4. Copy report URLs for bookmarking

Planned Scheduling Features​

Schedule Types​

When implemented, the system will support:

Fixed Schedules:

  • Daily reports at specific times
  • Weekly reports on chosen days
  • Monthly reports on specific dates
  • Quarterly and annual reports

Flexible Options:

  • Business days only
  • Holiday awareness
  • Timezone support
  • Multiple recipients

Distribution Methods​

Planned delivery options:

  • Email: Send reports to individuals or groups
  • Shared Folders: Save to network locations
  • API Integration: Push to external systems
  • Dashboard Publishing: Automatically update shared dashboards

Report Formats​

When scheduling is available, reports will support:

  • PDF: Professional formatted reports
  • Excel: Data tables with formatting
  • CSV: Raw data export
  • HTML: Interactive web reports

Current Alternatives​

1. Manual Scheduling​

  • Create calendar reminders to generate reports
  • Use dashboard bookmarks for quick access
  • Set up team processes for regular report generation

2. Dashboard Monitoring​

  • Create dashboards with auto-refresh widgets
  • Share dashboard links with stakeholders
  • Use dashboard themes for different audiences

3. Export Workflows​

  • Generate reports during regular review meetings
  • Create standardized export processes
  • Use screen sharing for live report reviews

Integration Options​

While automated scheduling isn't built in yet, you can generate reports on demand through the platform's reporting API. This allows integration with external automation tools or scheduled task systems to trigger report generation at desired intervals.

Contact your administrator for API access details if you need to set up automated report generation.

  • Custom scripts for report generation

Implementation Timeline​

The scheduling feature is planned for a future release with these phases:

Phase 1: Basic Scheduling

  • Simple daily/weekly/monthly schedules
  • Email delivery to fixed recipients
  • PDF export format
  • Basic error handling

Phase 2: Advanced Features

  • Complex scheduling patterns
  • Multiple distribution channels
  • Advanced recipient management
  • Retry logic and monitoring

Phase 3: Enterprise Features

  • Holiday calendars
  • Conditional scheduling
  • Approval workflows
  • Advanced analytics

Best Practices (For Manual Reports)​

1. Regular Report Generation​

  • Create a schedule for manual report generation
  • Assign team members to specific reports
  • Use dashboard widgets for real-time monitoring
  • Document report generation processes

2. Template Management​

  • Create reusable templates for common reports
  • Name templates clearly and consistently
  • Share templates with appropriate team members
  • Keep templates updated with changing requirements

3. Data Freshness​

  • Check data update times before generating reports
  • Use appropriate date ranges for analysis
  • Consider time zones for global teams
  • Validate data quality before sharing

4. Distribution​

  • Create standard distribution lists
  • Use consistent file naming conventions
  • Establish clear communication channels
  • Document report purposes and audiences

Workarounds​

1. Using External Tools​

  • Set up external cron jobs to call the API
  • Use tools like Zapier or Microsoft Power Automate
  • Create custom scripts for automation
  • Integrate with existing workflow tools

2. Dashboard-Based Approach​

  • Create comprehensive dashboards instead of reports
  • Use auto-refresh for near real-time updates
  • Share dashboard links rather than static reports
  • Use dashboard themes for different audiences

3. Process-Based Solutions​

  • Create standard operating procedures for report generation
  • Use calendar reminders for regular reports
  • Establish review meetings with live report generation
  • Document manual processes for consistency

Getting Updates​

To stay informed about scheduling feature development:

  1. Check Release Notes: Monitor product updates
  2. Contact Support: Ask about timeline estimates
  3. Community Forums: Join discussions about planned features
  4. Feature Requests: Submit specific requirements

This documentation will be updated as the scheduling feature is developed and released.