Automated Reports

This article provides guidance on how administrators can utilize the Automated Reports feature in Timus Manager.

This Timus Manager feature provides enhanced visibility, facilitating improved decision-making for administrators within their Timus network.

It offers comprehensive insight and analysis through AI-generated reports that can be accessed on-demand or scheduled.

To create new reports and view all network activity at once, follow these steps:

Manage Templates

  1. Go to Timus Manager > Insights > Automated Reports page.

  2. To manage templates, click on the "Manage Templates" button located in the upper right corner of the Reports page.

  3. From here, you can view the available templates, which are divided into two categories: Predefined and Custom.

Before creating a report, it is important to first manage the templates. This will allow you to choose analytics and insights you want to include in your report, using either predefined or custom templates.

To view the template or create a report using Timus's default Predefined Weekly Template, click the ellipsis icon next to it.

You also have the option to use the template as a basis for a new one:

Create Custom Template

To create a custom template,

  1. Click the "Create Custom Template" button in the Manage Templates screen and enter the title of the new template.

  2. After entering a title for the new template and clicking the Create Custom Template button, the page for your newly created template will be displayed on your screen.

  3. To add widgets to the template's screen, click the "Add Widget" button. This will open the "Add Widget" pop-up window where you can select the widgets you want to display.

  4. After you click the "Add" button, use the drag-and-drop method to move widgets around the page and arrange the template as desired.

  5. If you want to view different data ranges or components, you can add the same widget multiple times.

  6. Click "Configure" to adjust the number of components displayed in the tables and view data in the widgets with different Data Range Types.

  7. You can choose between Relative or Fixed data range types and select Daily, Weekly, Monthly, or Yearly parameters for the Data Range.

You can then configure the template by clicking on the ellipsis icon next to the template's name on the "Manage Templates" screen.

Create Report

To create a report, first complete the template configurations.

  1. Next, go to the Reports page and then, either click the "Create Report" button or select "Create Report" from the ellipsis icon of the template row on the Manage Templates pop-up screen.

  2. On the Create Report screen, enter a title for the report.

  3. Select the Type of report and Template.

  4. Add recipients from the Recipients section by entering their information and selecting their email language.

  5. Click "Save" and wait for the Successfully Created notification to appear.

  6. To view the report, click the ellipsis icon in the row of the report you created, then click "View".

  7. To generate the report, click the Actions button in the upper-right corner of the Reports page and select "Generate Report".

  8. You will see a notification that says "Report Result successfully created. Click here to see the result in your browser".

  9. Click "Here" to view your on-demand report in your browser.

  10. When you add a Recipient, your report will be sent to their e-mail address.

  11. If you've scheduled a report, the system will automatically generate and send it to the recipient of your choice.

  • The automated report you created for Daily events is scheduled to run every day without any issues.

  • For Weekly events, the report is set to run every Monday.

  • Monthly reports are generated on the 1st day of each month, such as November 1st and December 1st.

  • Yearly reports are generated on January 1st of every year.

Once your report is created, you can view the results by clicking on the Actions button and selecting the Go to Results page option on the report's page.

The generated reports will be saved on the report's page. You can access and view all reports generated on different dates by using the Displayed Report filter.

To configure the widgets, click on the "Show Template" option located on the report page. This is the same process as when you access it from the "Manage Templates" > "Edit" page.

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