Compliance Calendar Panel View

- Name: Identifies the name of the program.
- Schedule: Defined time intervals.
- Filters: Customized filters of information included in the reports.
- Action: Provides options to edit or delete the compliance schedule.
1. Create a new schedule
Click on the “New Schedule” button2. Report Selection
A list of available reports will be presented. You can select the specific reports you are interested in for further configuration.
3. Filter Application
Apply filters to customize the information included in the reports. Filters can be configured according to criteria already defined according to the dashboard associated to the selected report.
4. Time Configuration
Schedule the delivery of reports at predefined time intervals. An intuitive interface is provided to select the delivery frequency, the day and the specific time when the reports will be sent by e-mail.
Note:
The minimum number of time sequences is defined for one daily
5. Confirmation and Saving
Once you have selected the reports, applied the filters and configured the delivery time, you must confirm and save the configuration. This information will be stored for future automatic deliveries.