If you have a report you run frequently you can set the system to run the report automatically and send it via email to yourself or anyone else who needs it.
- In the Data Entry main window click Reporting and then select General Reports to open the Reporting window.
- Under the Standard Reports choose the report you wish to automatically run.
- Click the Schedule Automatic Report Email button to open the Modify Auto Report Email Settings window.
- Modify the subject name if applicable.
- Choose your send schedule from the following options:
- Daily for the previous day
- Weekly for the previous week
- Every two weeks for the previous two weeks
- Monthly for the previous month
- Quarterly for the previous three months
Please sign in to leave a comment.