How to schedule reports
9 April, 2014
Hi there,
I have reports that I want to schedule so the system will email them automatically on specific days (eg: first day of each month)
Can someone let me know how to set this up?
When I go to schedule management it displays the scheduled items, but there is not the facility to add a schedule.
Regards,
Yaniv
I have reports that I want to schedule so the system will email them automatically on specific days (eg: first day of each month)
Can someone let me know how to set this up?
When I go to schedule management it displays the scheduled items, but there is not the facility to add a schedule.
Regards,
Yaniv
Hi Yaniv,
The place to add a new schedule is actually not from within the Schedule management tool, but instead, from the report itself when it is in Active mode.
Please read this wiki page as it describes all the necessary steps to create an automatically emailed recurring report.
I hope that helps, please let us know if there are any further questions.
regards,
Dave
The place to add a new schedule is actually not from within the Schedule management tool, but instead, from the report itself when it is in Active mode.
Please read this wiki page as it describes all the necessary steps to create an automatically emailed recurring report.
I hope that helps, please let us know if there are any further questions.
regards,
Dave