Difference between revisions of "Saved Reports"

Revision as of 16:59, 15 December 2016

Saving Reports

Whenever you adjust settings for a report, you can save it so you have it available for next time with the same settings.

1. Go to the Reports tab and choose the report you would like to save.

2. Go over all tabs in the report popup and select all the settings that you want.

3. On the Date Range tab, make sure to select a Preset Date and not an actual date.

4. On the Save tab, enter a descriptive name for this saved report and click the Save button.

Your report is now saved. To test it, you can go to Saved Reports and run the report. Please note that clicking a saved report opens the actual saved report and not a copy. Any changes that you make when opening a saved report will be saved when you click the Run button.

Scheduling Reports

You can schedule for a report to be automatically emailed at a specific date and time.

1. Go to the Reports/Saved Reports tab and choose the report you would like to schedule.

2. Go to the email tab in the report popup and enter the email address.

3. Click the Run button to save the email address.

4. Go to the Tools tab and open Scheduled Tasks.

5. Choose the saved report that you want to schedule from the drop-down menu, choose the frequency you want to run it and choose a start date/time and click add.

Your report is now scheduled and will be automatically emailed.

To manually email the report, you can go to scheduled tasks, select the task and click the Run button. The system will instantly email the report.

See Also

• Reports