How do I schedule exports for service reports?

The schedule export feature provides flexibility whilst exporting service reports for multiple years, forms and catalogues. To access this feature, please follow the step-by-step guidelines shared below:
 

Go to Administration —> Service Request and Case --> Schedule Export

On the ‘Schedule export’ page, click on ‘Create’ and go to the next step.

On the ‘Schedule export details’ page, you can assign a name, export date and description to the schedule. ‘Save’ the details and click on ‘Back’ for the next step.

Edit the schedule export you just created and select details for catalogues, forms and years as needed. ‘Save’ the information and click on ‘Schedule export’. It will notify that ‘Service export scheduled’. You can also check this by going back to the ‘Schedule export’ page. Now, it will show ‘Yes’ in the ‘Scheduled’ column, next to your scheduled export.

After scheduling the export, you will get a confirmation mail that your export is now ready to download. After that, go to ‘Schedule export’ page and a new ‘Download’ option will be available next to your scheduled export. Click on ‘Download’ and all the reports will be downloaded to your device.

Your reports will be saved in a zip folder as below:

Schedule name ­­ Year  Catalogue  Form