This feature allows users to schedule a report with a preselected calendar range to be regularly emailed automatically.

Scheduled Report Name: User assigns a name.

Report: User can choose one of our standard reports or a favourite report.

Report Export Type: User can choose format for report file, including HTML and EXCEL.

Interval Type: User can choose interval time for the next email report. (e.g. if today is 14.06.2017)

1 week. (e.g. next run date: 21.06.2017)

4 weeks. (e.g. next run date: 12.07.2017)

12 weeks. (e.g. next run date: 06.09.2017)

Account: User can choose an account for defining a group of entities for this report.

Report Period: User can choose the time parameter of the report. Top 10 and average report are fixed with 12 months. Favourite reports use their time parameters. (e.g. today is 14.06.2017)

1 Month: use last 1 month from today for time parameter. (e.g. 14.05.2017 → 14.06.2017)

3 Months: use last 3 months from today for time parameter. (e.g. 14.03.2017 → 14.06.2017)

6 Months: use last 6 months from today for time parameter. (e.g. 14.12.2016 → 14.06.2017)

12 Months: use last 12 months from today for time parameter. (e.g. 14.06.2016 → 14.06.2017)

Assign Recipients: Go to listing table > edit > Assign Recipients. You must assign recipients after creating 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 note that it will send to the email of the user, not username of that user.

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 change Next Run Date by Go to list > Edit > Next Run Date Input. The process will run when the current date is greater or equal to Next Run Date.

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.