Schedules tab is created for the purpose of sending daily, weekly, and monthly report updates. It contains a grid with all the scheduled report templates.
To schedule report dispatching:
– Click on the (+) sign on the top right of the grid.
– A new window will open.
– Enter the report name.
– Choose the report template from the list of templates.
– Choose the period or the interval of sending the report. You can send daily, weekly, and monthly report.
– In Send Time, enter the time of sending the report.
– Check/uncheck the below options according to your needs. Including Current; if you want to include the current day/week/month of sending the report. Only One Time; if you want to send the report once. Excel/PDF; to choose the format of the report.
– Enter the email/s that you want to send the report to.
– Click Save to schedule the report dispatching.