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Report Scheduling

Overview

This user story covers the functionality for scheduling regular report generation and distribution, enabling staffing company administrators to automate the delivery of important reports and ensure stakeholders receive timely information without manual intervention.

User Stories

US-RA-05: Schedule Automated Report Generation

As a staffing company administrator,
I want to schedule regular report generation and distribution,
So that I can receive reports automatically at specified intervals without manual effort and ensure stakeholders have timely access to important information.

Acceptance Criteria

Scenario 1: Creating a Report Schedule 

Given I am logged in as a staffing company administrator
When I navigate to the report scheduling section
Then I should be able to create a new report schedule
And I should be able to select which report type to schedule
And I should be able to configure the schedule parameters

Scenario 2: Setting Schedule Frequency 

Given I am creating or editing a report schedule
When I configure the schedule frequency
Then I should be able to select daily, weekly, monthly, or custom intervals
And for weekly schedules, I should be able to select specific days of the week
And for monthly schedules, I should be able to select specific days of the month
And for custom schedules, I should be able to define complex recurrence patterns

Scenario 3: Configuring Email Distribution 

Given I am creating or editing a report schedule
When I configure the distribution settings
Then I should be able to specify email recipients for the report
And I should be able to add both internal and external email addresses
And I should be able to customize the email subject and message
And I should be able to set different recipient lists for different reports

Scenario 4: Selecting Report Format Options 

Given I am creating or editing a report schedule
When I configure the report format
Then I should be able to select from multiple format options (PDF, CSV, Excel)
And I should be able to customize report parameters for each scheduled report
And I should be able to include or exclude specific sections of the report

Scenario 5: Managing Scheduled Reports 

Given I am in the report scheduling section
When I view my scheduled reports
Then I should see a list of all scheduled reports
And I should see the next run time for each schedule
And I should be able to enable, disable, edit, or delete schedules
And I should be able to run a scheduled report immediately on demand

Scenario 6: Receiving Notifications for Scheduled Reports 

Given I have scheduled a report
When the report is generated according to schedule
Then I should receive a notification that the report has been generated
And the notification should include a link to view the report
And I should be able to configure whether I receive these notifications

Scenario 7: Viewing Report Generation History 

Given I am in the report scheduling section
When I view the report history
Then I should see a log of all automatically generated reports
And I should see whether each scheduled run was successful
And I should be able to access previously generated reports
And I should see delivery status for distributed reports

Dependencies

  • Reporting & Analytics Dashboard
  • Email Service Integration
  • User Management System

Notes

  • Scheduled reports should run during off-peak hours when possible to minimize system impact
  • The system should handle failures gracefully and provide clear error notifications
  • Report schedules should respect user time zones for appropriate delivery timing
  • The system should maintain an archive of generated reports according to retention policies
  • Access to scheduling functionality should be controlled by appropriate permissions