Select
Setup>Reports
Home > Administrator Guide > Setup > Reports > Scheduled
Schedule Reports allow the Administrator
to configure the system to automatically send reports via email to Supervisor,
Technician, Finance, Partner and Manager Users on a regular basis. The
content of the email is defined on a per Role basis with the reports drawn
from the default system reports or those built using the system report
builder.
To set up scheduled reports:
Select
Setup>Reports
Select the relevant
Role link
The screen defaults to the Details screen.
Click Yes within the
Active field
Scheduled reports are enabled for all Users of selected Role.
Description |
|
|---|---|
Send |
Define if the automated reports are to be sent Daily, Weekly or Monthly. |
Time |
Using the 24 hour clock, set what time of day the report is to be emailed to the User Role group. |
Content |
|
Date Range |
Set the number of previous days, weeks or months that the report is to be calculated over. |
Page Size |
Nominate A4, Legal or Letter as the page format size for the report. |
Selected Reports |
|
|
Add or remove reports in this section. |
Complete
the Email details
Nominate the frequency and time of day the reports are to be sent.
Complete the Date Range
for the emailed reports
The Date Range intervals include daily, weekly and monthly. Define
the number and interval type for sending the reports.
Set the paper size
Click 
to add reports to the schedule
The screen defaults to the display Category and Name drop down lists.
Select the Report Category
The Name list is refined based on the Category selected. For example,
if KPI is set as the Report Category the Names list includes all types
of KPI summary reports included by default in the system.
Define the report Name
and any other required options
Based on the Report Name selected, the options to create a trend report
or define the results by specific parameters (i.e., Customer Name,
Item Type, etc) are displayed.
Click Add
Repeats steps 7 to 10 to associate all the required reports with the
scheduled reports email.
Select Test, if required
Search and select the User who is to receive the test report
Click Test
A test copy of the report is sent to the defined User with the test
interval range based on one
day, week or month, not the actual number defined in the Previous
field for the scheduled reporting period.
Click Save.
Repeat the above process for all relevant User Roles.
