# Automatic reports

Efento Cloud allows users to receive **automatically generated measurement reports** delivered directly to their email inbox. Reports can be generated as **PDF files** (table or chart format) or **CSV files**, and can include sensor measurements along with key events such as **threshold exceedances, communication loss, or low battery alerts**.

Only users with **Manager** or **Administrator** permissions can configure automatic reports. However, these reports can be delivered to **any user within the same Efento Cloud organisation**, regardless of their permission level.

To open the configuration panel, click **Settings** (gear icon) in the left-hand menu and select **Automatic reports**.

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## **Schedule a New Report**

Click **Schedule new report** located in the upper-left corner of the Automatic reports table to begin configuring a new report.

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### **Define Report Details**

Provide the basic information for your report:

* **Report name** – Enter a descriptive name that will help you identify the report later.
* **Recipients** – Click **Add recipients +** and select one or more users from the list.\
  All users in your organization—regardless of permission level—can receive automatic reports.

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### **Select the Sensors**

Choose which sensors will be included in the report:

* Click **Add sensors**.
* Select **up to 10 sensors** to include in the report.
* If your organization has many sensors, use the **search bar** above the table to quickly find a device by name or serial number.
* When finished, click **Next** to proceed.

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### **Set the Report Format and Frequency**

1. Choose one of the following:
   1. **PDF (chart)** – Presents data as easy-to-read graphs, ideal for visual trend analysis.
   2. **PDF (table)** – Shows measurements in a structured table.\
      To reduce the report size, you may export **every measurement**, or **every 5th, 10th, 20th, 120th, or 240th measurement**.
   3. **CSV** – Exports raw data suitable for spreadsheet or analytical tools.\
      To reduce the report size, you may export **every measurement**, or **every 5th, 10th, 20th, 120th, or 240th measurement**.
2. Select how often the platform should send the report:
   1. **Daily** – Sends a report every day with data from the previous 24 hours.
   2. **Weekly** – Sends one report per week summarizing the selected week.
   3. **Monthly** – Sends one report each month containing data for the entire previous month.
3. Optionally, you can include information about exceeded alarm thresholds by selecting the corresponding checkbox.

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Click **Save** to finalize the configuration. The report becomes active immediately and will be generated and emailed automatically according to the selected schedule.
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## Managing automatic reports

All configured automatic reports are listed in the Automatic reports section. This view provides several tools to help you manage and organize reports efficiently, especially in larger deployments.

#### **Filtering reports**

You can filter the list of reports using the options above the table. Reports can be filtered by:

* **Report type** (PDF table, PDF chart, CSV)
* **Schedule** (daily, weekly, monthly)
* **Owner** (the user who created the report)

These filters make it easier to locate specific reports or review all reports configured by a particular user.

#### **Editing, cloning and deleting reports**

For each report listed in the table, the following actions are available on the right side:

* **Edit (pencil icon)** – Opens the report configuration so you can update recipients, sensors, format, or schedule.
* **Clone (copy icon)** – Creates a duplicate of the selected report with the same settings. This is useful when you want to create similar reports for different locations or users.
* **Delete (trash can icon)** – Permanently removes the report from the system.

#### **Enabling and disabling reports**

Each report has an activation switch.

* Toggle the switch **off** to temporarily disable the report. When disabled, it will not be generated or sent, but all settings remain saved.
* Toggle the switch **on** to reactivate the report.

This allows you to pause reporting during holidays, maintenance periods, or when sensors are temporarily not in use—without deleting the configuration.

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