Setting Up Scheduled Reports
Follow
- Click on the report tab of the report that you would like to run
- Choose the report that you want, set up the “Search Criteria” and click on “Save Report” at the bottom of the screen
- Enter the “Description”
- Choose if you want the report “Public” or not along with what permissions
- Select “Start” date and interval that you would like it to run
- Click on “Save"
- Find the report under Existing Saved Reports and click on “sched"
- Select the “Mode” and “Run Time”
- Select “Email Devices” option
- Choose how you want the content to be seen in the “HTML Content” drop down
- Click "Save"
- Check the “Add” box next to who’s names you would like added
- Click “Save"
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