Scheduling a Report

Scheduling a report in the system is a convenient way to receive automated alerts with relevant information sent directly to your email. Here's how you can do it:

  • Select the Report: Choose the report you want to schedule from the system.
  • Enable Scheduling: Look for the option labeled "Schedule this report" and tick the box next to it.
  • Set Scheduling Options: After enabling scheduling, the screen will open options for scheduling the report. Here's what you can configure:

  • Report Period: Specify the period of time you want to include in the report. This could be daily, weekly, monthly, or custom periods.

  • Frequency: Choose how often you want to receive the report. Options may include daily, weekly, bi-weekly, monthly, etc.

  • Time of Day: Select the time of day when you want to receive the report. You can choose between morning or evening, depending on your preference.

  • Send To: Specify the email address(es) to which you want the report to be sent. You can enter one or multiple email addresses here.

Once you've configured these scheduling options according to your preferences, the system will automatically send the report with the relevant information to the specified email address(es) at the scheduled time and frequency. This helps you stay updated without havin to manually generate and retrieve the report each time.


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