Schedule a report to run daily, weekly, fortnightly, or monthly. The report can be emailed automatically in PDF format to users in your organization.
Follow the steps below to configure a schedule or automatic web report:
- Login to the Cloud Portal
- Click on Reports tab and then click on Scheduled Reports.
- From the Scheduled Reports template, click on Add a new schedule.
- On the Edit Report Schedule page, enter the report name under Schedule Name field.
- Specify a User Email address or multiple email addresses separated by a semicolon ; under Send To, who will access to this report.
- Select the frequency from Select Duration drop-down
Select Web from the Select Report(s) and then select the type of report(s) from the Select Web Reports drop-down menu
Select number of records from Show drop-down
If you do not select a report type, email report will be have no data.
When finish editing, click on Save button.