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.
- The email address used is taken from your user profile information. For information on how to change your email address, please refer to the General FAQs.
- To access the report you must set up a Report Retrieval Code (password) in Settings & Preferences
- Click on a row to view the Scheduled Reports Details Screen
- Right-click on a row to Edit or Delete a Scheduled Report
Control Bar
| NAME | DESCRIPTION |
|---|---|
| New | Click New to create a new Scheduled Report. |
| Actions | Click Actions to Edit or Delete a Scheduled Report. |
| Group | Group data on the screen by predefined criteria. |
| Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
| Export | Export the records on screen into a CSV file. |
| Refresh | Refresh the records on screen. |
| Settings | Use Settings to save the View and Group selected. |
Columns
For information on how to customise grids, click here.
| COLUMN | DESCRIPTION |
|---|---|
| Schedule Name | Name of scheduled report. |
| Report Type | Type of report, e.g. Account Statement, Balance Summary. For more information on the types of reports that are available, refer to the Overview article. |
| Status | Status of the scheduled report, e.g. Active or Inactive. |
| Frequency | Frequency of the scheduled report. |
| Last Run Date | Last date the report was generated. |
| Next Run Date | Next date the report will be generated. |
| Start Date | Date the scheduled report started. |
| End Date | Date the scheduled report will end. |
| Report Profile | An indicator to show if there is a Report Profile created from the Scheduled Report. |