Scheduled reports

Whisker.io can send you a report on a schedule, for example a weekly summary of tank levels and days to empty. Reports are set up on Control Panel → Preferences/Config, under Manage Reports:.

Note

Managing reports needs the Account Admin Role (see Roles and permissions).

Each report belongs to the person who created it: the list shows your own reports.

Create a report

1. Go to Control Panel → Preferences/Config.
2. Under Manage Reports:, click Create New Report. The Create a New Report For Your Account form opens.

3. Fill it in:

   Field	Notes
   Enabled	Tick to send the report; untick to pause it without deleting it
   Type	The kind of report. The types available depend on your account
   Name	Your name for the report, for example Weekly tank levels, PDF
   Schedule	How often it is sent: Daily, Weekly or Monthly, as offered for the chosen type
   Group	How rows are grouped: User, Location, Chemical (choose one or more)
   Sorting	How rows are ordered: Location, Days To Empty, User, Chemical, Last Fill Date
   Filters	None, or MyTanks to include only your tanks
   Formats	PDF, Excel, Word (choose one or more)

4. Click Save. You'll see "Report was successfully created."

A new report starts enabled, weekly, grouped by user and location, sorted by days to empty, in PDF and Excel. Change any of these before saving.

Change, pause or delete a report

Each report is listed with its Type (a tick means enabled, a cross means paused) and Name.

1. Click the gear button beside the report.
2. The Edit form has the same fields, except Type, which can't be changed.
3. Click Save, Cancel, or Delete.

Warning

Delete removes the report at once, without asking you to confirm. To stop a report for a while, untick Enabled instead.