User's Manual

Scheduled Reports
The schedule reports feature allows schedule creation of every report selected by the user,
options to decide on the frequency, the option to save the reports and the option to email the
reports.
To create a scheduled report:
1. Click the System tab.
2. Click on Scheduled Reports in the top navigation bar.
3. Click Add.
4. Enter or select the following:
a. Schedule
b. Frequency
c. Type of report
d. Email recipients
e. Chart type
f. File type
5. Click Save and Close.
To Remove a scheduled report:
1. Click the System tab.
2. Click on Scheduled Reports in the top navigation bar.
3. Click the checkbox next to the report(s).
4. Click Delete.
5. Click Save and Close.
To run a report:
1. Click the System tab.
2. Click on Scheduled Reports in the top navigation bar.
3. Click the checkbox next to the report(s).
4. Click Run Now.
Chapter 11: Managing Units 153