Scheduled Reports (Generate & E-Mail)
You can schedule as many Report Tasks as you require.
- For more information about Reports see: "Reports".
- Note: The DS-System must be configured to send notifications in the DS-System Configuration. For more information, see: "Notification Tab". The E-Mail address configured in that tab will appear in the "From" field of the E-Mail containing the Report.
1. The Report option tab allows you to select the reports that will be generated, and the E-Mail address of each recipient. It appears in a Wizard if you are adding, or a Dialog Screen if you are editing.
- F1 Help: See "Schedule - Report Settings (E-Mail Reports)".
2. In the Report Settings section, specify the report(s) that will be generated and E-Mailed.
- Click Add or Edit. The Add/Modify Scheduled Report screen appears.
- F1 Help: See "Add / Modify Scheduled Report".
- Enter a description of the report that will be sent.
- Enter the E-Mail address of the recipient.
- Select the Report Format (HTML or CSV).
- Select the type of report to send. The Options section will show the selections you can make. These are generally similar to the options when you choose to print the same report (from the Reports menu).
- Click OK. The Report Option Tab returns
3. Continue adding or editing as many reports as you need for this Task.
4. Click Finish to close the Wizard or OK to close the Dialog.
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