{"id":9822,"date":"2023-04-14T08:41:37","date_gmt":"2023-04-14T08:41:37","guid":{"rendered":"https:\/\/help.traceparts.com\/docs\/traceparts-analytics\/rapport\/planification\/"},"modified":"2024-03-20T14:09:04","modified_gmt":"2024-03-20T14:09:04","slug":"planification","status":"publish","type":"docs","link":"https:\/\/help.traceparts.com\/fr\/docs\/traceparts-analytics\/rapport\/planification\/","title":{"rendered":"Planification"},"content":{"rendered":"\t\t
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L’interface de planification des rapports permet aux utilisateurs de programmer l’envoi de la synth\u00e8se (A)<\/strong> et du rapport des leads\u00a0(B).<\/strong><\/span>\u00a0<\/p>

Tableau de bord :<\/span>\u00a0<\/h2>

Dans le tableau de bord, vous retrouverez les rapports planifi\u00e9s par vous-m\u00eame ainsi que par les utilisateurs appartenant au m\u00eame contrat que vous.<\/span><\/p>

La colonne ‘Active’ (C)<\/strong> indique le\u00a0statut du rapport<\/strong>. Si ce dernier a un statut actif, <\/em>l’envoi du rapport se d\u00e9clenchera en fonction de la planification. Si le rapport a un statut inactif,<\/em> il est conserv\u00e9 dans la liste des rapports, mais ne sera pas envoy\u00e9<\/strong> m\u00eame si une programmation est d\u00e9finie.<\/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

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  • \n\t\t\t\t\t\t\t\t\t\tActions possibles sur les rapports existants :<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tMise \u00e0 jour d'un rapport planifi\u00e9 (D)<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tSuppression d'un rapport planifi\u00e9 (E)<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tLire un rapport programm\u00e9 par un autre utilisateur (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
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    <\/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
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    Seuls les r\u00f4les administrateurs<\/em> sont autoris\u00e9s \u00e0 modifier les rapports planifi\u00e9s des autres utilisateurs<\/strong>. Les utilisateurs dont le r\u00f4le est responsable<\/em> ont acc\u00e8s \u00e0 la planification des rapports seulement en mode ‘lecture’<\/strong><\/span><\/span><\/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

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    Astuce<\/span><\/span><\/em><\/span> : pour retrouver plus rapidement vos rapports, vous pouvez effectuer un tri<\/strong> sur la colonne ‘cr\u00e9ateur<\/em>‘. Le tri peut \u00e9galement \u00eatre effectu\u00e9 sur les colonnes suivantes : nom, description, date de cr\u00e9ation, date de modification et <\/span><\/span>‘active<\/span><\/span>‘.<\/span><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Nommage des rapports<\/h5>\n\t \t

    Un utilisateur n’est pas autoris\u00e9 \u00e0 cr\u00e9er deux rapports avec le m\u00eame nom<\/strong>, cependant deux utilisateurs sous le m\u00eame contrat peuvent tous les deux avoir cr\u00e9\u00e9 un rapport poss\u00e9dant le m\u00eame nom.<\/span><\/span>\u00a0<\/span><\/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

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    Cas particuliers : suppression d'un rapport planifi\u00e9<\/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
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    • Lorsqu’un rapport planifi\u00e9 est supprim\u00e9 par l’utilisateur :<\/strong><\/span> si l’utilisateur avait cr\u00e9\u00e9 une liste de destinataires depuis l’interface de cr\u00e9ation du rapport <\/strong>alors celle-ci reste enregistr\u00e9e dans l’interface de gestion des listes de destinataires. <\/span>La liste pourra \u00eatre \u00e9dit\u00e9e et r\u00e9employ\u00e9e pour la planification d’autres rapports. \u00a0<\/li>
    • Un rapport peut aussi \u00eatre automatiquement supprim\u00e9<\/strong> suite \u00e0 la suppression de l’utilisateur qui l’a cr\u00e9\u00e9. Dans ce cas, les listes de destinataires cr\u00e9\u00e9es par ce m\u00eame utilisateur sont \u00e9galement supprim\u00e9es.<\/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":"

      L’interface de planification des rapports permet aux utilisateurs de programmer l’envoi de la synth\u00e8se (A) et du rapport des leads\u00a0(B).\u00a0 Tableau de bord :\u00a0 Dans le tableau de bord, vous retrouverez les rapports planifi\u00e9s par vous-m\u00eame ainsi que par les utilisateurs appartenant au m\u00eame contrat que vous. La colonne ‘Active’ (C) indique le\u00a0statut du rapport. […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":9820,"menu_order":12,"template":"","doc_tag":[],"doc_badge":[],"class_list":["post-9822","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"yoast_head":"\nHelp Center TraceParts - Planification<\/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=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Help Center TraceParts - Planification\" \/>\n<meta property=\"og:description\" content=\"L’interface de planification des rapports permet aux utilisateurs de programmer l’envoi de la synth\u00e8se (A) et du rapport des leads\u00a0(B).\u00a0 Tableau de bord :\u00a0 Dans le tableau de bord, vous retrouverez les rapports planifi\u00e9s par vous-m\u00eame ainsi que par les utilisateurs appartenant au m\u00eame contrat que vous. La colonne ‘Active’ (C) indique le\u00a0statut du rapport. 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