Emailed Reports can be scheduled to run at pre-defined intervals, by following these steps:
- Hover over the Reports module and select ‘Manage Report Schedules’.
- Click on the Add button and the New Report Schedule page will open.
- From the Report drop down, select the report you wish to schedule.
- From the ‘Send On:’ drop down, select the scheduling cycle you wish to use and make sure the ‘Enabled’ check box is checked.
- Select your cycle period. You can select specific weekdays, a specific week day of the month or specific day of the month.
- Select the report format(s) you wish. PDF is the default.
- Enter one or more email addresses (comma separated) where the report is to be sent. Alternatively, you can select a specific person from your AppColl contacts.
- (Optional) Enter a subject line and/or body for the email.
- Click on the Save Button.
- The report will automatically be sent at the designated timeframe(s).
This video further explains the above steps.