From the Scheduled Reports screen you can setup and manage reports that you would like to run or have emailed to you at regular intervals.
- Click on a row to view the Scheduled Reports Details Screen
- Right-click on a row to Edit or Delete a Scheduled Report
|Click New to create a new Scheduled Report.
|Click Actions to Edit or Delete a Scheduled Report.
|Group data on the screen by predefined criteria.
|Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records.
|Export the records on screen into a CSV file.
|Refresh the records on screen.
|Use Settings to save the View and Group selected.
For information on how to customise grids, click here.
|Name of scheduled report.
|Type of report, e.g., Beneficiary Advice, Payment Detail Report, Template Summary Report, etc., For more information on the types of reports that are available, please refer to Reports Overview.
|Status of the scheduled report, e.g. Active or Inactive.
|Frequency of the scheduled report.
|Last Run Date
|Last date the report was generated.
|Next Run Date
|Next date the report will be generated.
|Date the scheduled report started.
|Date the scheduled report will end.
|An indicator to show if there is a Report Profile created from the Scheduled Report.