How To: Create a Report and send It to an email

The Report feature in The Boring Toolbox allows users to generate detailed reports based on various data sources and criteria.

Steps to Create a Report

1. Log in to The Boring Toolbox
   
   
   • Open your web browser and go to The Boring Toolbox login page.
   • Enter your credentials and log in.
     
     
2. Navigate to the Reporting Section
   
   
   • Once logged in, select the "Reports" option from the navigation menu.
     
     
     
3. Choose Report Type
   
   
   • On the Reports page, click on the “CREATE REPORT” button.
     
     
     
4. Configure Report Criteria
   
   
   • After clicking the "CREATE REPORT" button  the Create Report modal will open on the right side of the page
   • Enter a name for the report.
   • Set the parameters for the report, including:
     • How Often: Specify the frequency of the report generation. (Please note that when selecting a frequency other than "RUN NOW" you must enter an email address)
     • Report From: Select the recording server or Device group for the report.
     • Include: Choose the specific data to include in the report.
     • Delivery: Define how and where the report will be delivered.
       (For sending the report to Email select the Email option in the Delivery section)
       
       
       
       
5. Generate the Report
   
   
   • Click on the “CREATE REPORT” button.
     
   • The system will process the data and prepare the report.
     
     
     
6. View and Export the Report
   
   
   • Once the report is generated, it will be available in the Notifications section. If needed, click the “Download” button to download the report.  It will also be delivered via your selected delivery method (email, shared location, sent to the bot).