How to request a recurrent Smart Track report

This procedure allows you to generate recurring Smart Track reports at an occurrence you can specify. You can specify: whether the report generates every number of days or hours, at which time of the server it runs, and optionally which date it generates up until. The report contains all the Smart Track live target location data such as GPS pings, social media locations and IP emails.

You can request recurring smart track reports from both the Manage case and Smart Track alerts & notifications screens. This procedure explains how to do this from the Manage case screen.

  1. For the case you want to request a smart track recurring report for, open the Manage case screen.

    On the main menu click View cases. The screen that opens depends on your setting of View cases. If it is set to:

    • Advanced view, then the Advanced view cases screen opens.
      • If your case is listed on the Favorite & recent cases tab, click the case name to open the Manage case screen.
      • If it is not listed on the Favorite & recent cases tab, then click the Cases tab. Use the search filters to help locate your case. You can also click to open the FILTERS group which allows you to set your own default filter defining what is displayed on this tab, for example you may wish to set it to cases that you created which are currently open.

      For further information refer to Searching for a case.

    • Grid view, then the View cases screen opens.
      • If your case is listed under My recent cases click it to open the Manage case screen.
      • If it is not listed under My recent cases then select your case from the table, using the search filters to help locate it if required. Note, by default the search is set to only display cases that you created; if you are not the original creator but an assignee then ensure you set Case filter to Assigned cases before clicking Search.
    • Tree view, then the View i-cases screen opens.
      • Click at the top-right of the screen to open either the View Cases or Advanced view cases screen and follow the above description.

  2. In the Smart Track alerts & notifications section click Recurrent report.

    The Recurrent Smart Track report screen opens.

  3. In Report name enter a name for your report.

  4. In Time zone select the time zone in which you want the report results to be displayed.

  5. In Data to show in report select what data you want included in the report, either only the triggered alerts or all the data.
  6. In Specify recurrence in select the frequency of the report generation.
  7. In Run time select what time you want the report to generate. This is the time based on your server location.
  8. In End date enter which date you want the report to stop generating. If no date is entered the report will generate until you either delete it, or you set the Active column in the table to No.
  9. In Alerts select which of your configured alerts you want included in the report.

  10. By default OSS-ESPA sends email notifications to the case creator, case assignees. However, if you want other people to receive the notifications then click Configure notifications. The Recurrent Smart Track Notifications screen opens.

    1. Select the check box next to a person's name to ensure email notifications are sent to them.
    2. To add a new person to receive notifications who does not have an OSS-ESPA account then click Add. The Edit contact notification dialog box opens. Enter their details including selecting the notification methods then click Apply.
    3. Click Save.

  11. Click Save.

    You will now start to receive the recurrent report you requested.