Scheduled Report Name: User can type a name for this.
Report: User can choose one of our standard report and favorite report.
Report Export Type: User can choose format for report file, include HTML and EXCEL.
Interval Type:
Account: User can choose an account for defining a group of entities for this report.
Report Period:
Assign Recipients: Go to listing table > edit > Assign Recipients. You must assign recipients after create new.
Account: Users can change account at this page.
Available Recipients: Listing available users of this organization. Click '>' button to add this user to Assigned Recipients.
Assigned Recipients: Listing users will be received this report. Click '<' button to remove this user. Please notice that it will send follow by Email of the user, not username of that user.
Features
Restricted Users can see this feature by Report > Scheduled Report. Restricted Users can not Change Account and Add Recipients.
Admin Users can see this feature by Admin > Report > Scheduled Report.
Ability to attach to email the report as an Excel file or Html file that allow the user can print as a PDF. Only use group entities belong to Account.
scheduled_report.1497845929.txt.gz · Last modified: 2020/09/25 09:53 (external edit)