{"id":20505,"date":"2023-04-14T08:41:37","date_gmt":"2023-04-14T08:41:37","guid":{"rendered":"https:\/\/help.traceparts.com\/docs\/traceparts-analytics-2\/bericht-20501\/planung\/"},"modified":"2024-03-13T13:23:12","modified_gmt":"2024-03-13T13:23:12","slug":"planung","status":"publish","type":"docs","link":"https:\/\/help.traceparts.com\/de\/docs\/traceparts-analytics\/bericht\/planung\/","title":{"rendered":"Planung"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"20505\" class=\"elementor elementor-20505 elementor-17949\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1c8b161a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1c8b161a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5565d862\" data-id=\"5565d862\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-17a3aca6 elementor-widget elementor-widget-text-editor\" data-id=\"17a3aca6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p aria-level=\"1\">Die Oberfl\u00e4che zur Planung der Berichte erm\u00f6glicht es den Benutzern, den Versand der Zusammenfassung (A) sowie von Berichten mit detaillierten Statistiken (B) zu planen.<\/p><h2 aria-level=\"1\">Dashboard:<\/h2><p>Im Dashboard finden Sie die Berichte, die von Ihnen sowie von Benutzern, die demselben Vertrag angeh\u00f6ren wie Sie, geplant wurden.<\/p><p><br \/>Die Spalte \u201eAktiv\u201c (C) zeigt den Status des Berichts an. Wird hier der Status aktiv angezeigt, wird der Versand des Berichts entsprechend der Planung ausgel\u00f6st. Hat der Bericht den Status inaktiv, verbleibt er in der Berichtsliste, wird aber nicht gesendet, auch wenn ein Zeitplan festgelegt ist.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1b7544c8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1b7544c8\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-71e913a3\" data-id=\"71e913a3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5749ef38 elementor-widget elementor-widget-image\" data-id=\"5749ef38\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"323\" src=\"https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/scheduling_table_EN-1024x323.png\" class=\"attachment-large size-large wp-image-20529\" alt=\"\" srcset=\"https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/scheduling_table_EN-1024x323.png 1024w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/scheduling_table_EN-300x95.png 300w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/scheduling_table_EN-768x242.png 768w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/scheduling_table_EN-1536x485.png 1536w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/scheduling_table_EN.png 1609w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ccd28c2 elementor-widget elementor-widget-spacer\" data-id=\"ccd28c2\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-60f4fcb0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"60f4fcb0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5c8735f4\" data-id=\"5c8735f4\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-29343d1a elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"29343d1a\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">M\u00f6gliche Aktionen bei vorhandenen Berichten:<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\" icon_pencil-edit\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Aktualisieren eines geplanten Berichts (D).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"far fa-trash-alt\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">L\u00f6schen eines geplanten Berichts (E).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"far fa-eye\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Einen von einem anderen Benutzer geplanten Bericht lesen (F)<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16024b80 elementor-widget elementor-widget-spacer\" data-id=\"16024b80\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d506168 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d506168\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2b69d7b\" data-id=\"2b69d7b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1ac1608 elementor-widget elementor-widget-docly_alerts_box\" data-id=\"1ac1608\" data-element_type=\"widget\" data-widget_type=\"docly_alerts_box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        \n        \n        \n        \n                    <div class=\"note-with-icon nic-alert nic-alert-warning\">\n                <div class=\"nic-content-wrap\">\n                                        <div class=\"info-tab note-icon\" title=\"Important Notes\">\n                        <div class=\"icon-wrapper\">\n                            <i aria-hidden=\"true\" class=\"fas fa-exclamation\"><\/i>                        <\/div>\n                    <\/div>\n                                        <div class=\"note-box\">\n\t                    \t                    <p>Nur die Administrator-Rollen sind berechtigt, die geplanten Berichte anderer Benutzer zu bearbeiten. Benutzer mit einer Manager-Rolle, haben nur einen Lese- Zugriff auf die Berichtsplanung.<\/p>\n                    <\/div>\n                <\/div>\n            <\/div>\n        \n        \n        \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6ae85491 elementor-widget elementor-widget-spacer\" data-id=\"6ae85491\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-26a10e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"26a10e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1bc8dfc5\" data-id=\"1bc8dfc5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-54fb1f9a elementor-widget elementor-widget-text-editor\" data-id=\"54fb1f9a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"text-decoration: underline;\">Tipp:<\/span> Um Ihre Berichte schneller zu finden, k\u00f6nnen Sie sie nach der Spalte \u201eErsteller\u201c sortieren. Die Sortierung kann auch nach den folgenden Kriterien erfolgen: Name, Beschreibung, Erstellungsdatum, \u00c4nderungsdatum und \u201eaktiv\u201c.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-69fbaaac elementor-widget elementor-widget-docly_alerts_box\" data-id=\"69fbaaac\" data-element_type=\"widget\" data-widget_type=\"docly_alerts_box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        \n        \n        \n        \n                    <div class=\"note-with-icon nic-alert nic-alert-danger\">\n                <div class=\"nic-content-wrap\">\n                                        <div class=\"info-tab note-icon\" title=\"Important Notes\">\n                        <div class=\"icon-wrapper\">\n                            <i aria-hidden=\"true\" class=\"fas fa-exclamation-triangle\"><\/i>                        <\/div>\n                    <\/div>\n                                        <div class=\"note-box\">\n\t                                                <h5 class=\"title\"> Benennung von Berichten<\/h5>\n\t                    \t                    <p>Einem Benutzer ist es nicht erlaubt, zwei Berichte mit demselben Namen zu erstellen. Zwei Benutzer mit demselben Vertrag k\u00f6nnen jedoch beide einen Bericht mit demselben Namen erstellt haben.<\/p>\n                    <\/div>\n                <\/div>\n            <\/div>\n        \n        \n        \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c3f7ede elementor-widget elementor-widget-spacer\" data-id=\"6c3f7ede\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-be8d9ba elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"be8d9ba\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7ec30ba6\" data-id=\"7ec30ba6\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5474f427 elementor-widget elementor-widget-heading\" data-id=\"5474f427\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Sonderf\u00e4lle: L\u00f6schen eines geplanten Berichts<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-12b19ded elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"12b19ded\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-60bedc60\" data-id=\"60bedc60\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-2fd4df5c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2fd4df5c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-3ca9c8fe\" data-id=\"3ca9c8fe\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-79d27f52 elementor-widget elementor-widget-image\" data-id=\"79d27f52\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-1024x1024.png\" class=\"attachment-large size-large wp-image-20532\" alt=\"\" srcset=\"https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-1024x1024.png 1024w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-300x300.png 300w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-150x150.png 150w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-768x768.png 768w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-70x70.png 70w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-16x16.png 16w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-40x40.png 40w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-50x50.png 50w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-1536x1536.png 1536w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-60x60.png 60w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-18x18.png 18w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration-20x20.png 20w, https:\/\/help.traceparts.com\/wp-content\/uploads\/2023\/06\/delete_report_illustration.png 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-1de2158e\" data-id=\"1de2158e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1689a47f elementor-widget elementor-widget-text-editor\" data-id=\"1689a47f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Wenn ein geplanter Bericht vom Benutzer gel\u00f6scht wird: Wenn der Benutzer in der Oberfl\u00e4che zur Berichtserstellung eine Empf\u00e4ngerliste angelegt hat, bleibt diese in der Oberfl\u00e4che zur Verwaltung der Empf\u00e4ngerlisten gespeichert. Die Liste kann bearbeitet und f\u00fcr die Planung weiterer Berichte wiederverwendet werden.<\/li><li>Ein Bericht wird auch dann automatisch gel\u00f6scht, wenn der Benutzer, der ihn erstellt hat, aus dem System entfernt wird. In diesem Fall werden auch die von demselben Benutzer erstellten Empf\u00e4ngerlisten gel\u00f6scht.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Die Oberfl\u00e4che zur Planung der Berichte erm\u00f6glicht es den Benutzern, den Versand der Zusammenfassung (A) sowie von Berichten mit detaillierten Statistiken (B) zu planen. Dashboard: Im Dashboard finden Sie die Berichte, die von Ihnen sowie von Benutzern, die demselben Vertrag angeh\u00f6ren wie Sie, geplant wurden. Die Spalte \u201eAktiv\u201c (C) zeigt den Status des Berichts an. [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":20501,"menu_order":12,"template":"","doc_tag":[],"doc_badge":[],"class_list":["post-20505","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>TraceParts Help Center - Planung<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"TraceParts Help Center - Planung\" \/>\n<meta property=\"og:description\" content=\"Die Oberfl\u00e4che zur Planung der Berichte erm\u00f6glicht es den Benutzern, den Versand der Zusammenfassung (A) sowie von Berichten mit detaillierten Statistiken (B) zu planen. Dashboard: Im Dashboard finden Sie die Berichte, die von Ihnen sowie von Benutzern, die demselben Vertrag angeh\u00f6ren wie Sie, geplant wurden. Die Spalte \u201eAktiv\u201c (C) zeigt den Status des Berichts an. 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