Scheduling the emailing of reports
To schedule the emailing of reports:
1. On the Setup menu, click Schedule, and then do one of the following.
• To add a scheduled email task, click Add.
• To modify a scheduled email task, select it and click Edit.
NOTE: To delete a scheduled email task, select the scheduled email task, and then click Delete.
• To update the list of tasks, click Refresh.
2. On the Select Schedule Type page, select E-Mail Report, and then click Next.
3. On the Select Schedule Time page, do the following:
a) Under Detail Type, select the frequency of the schedule.
b) Under Daily Frequency, specify the time at which the schedule must start.
c) Click Next.
4. On the Email Report option page, do one of the following:
• To add a scheduled report, click Add.
• To modify a scheduled report, click Edit.
NOTE: To delete a scheduled report, select the report, and then click Delete.
5. In the Add/Modify Scheduled Report dialog box, do the following:
a) In the Description box, type a description of the report you want to generate and send by email.
b) In the E-mail box, type the email address of the recipient.
c) Specify whether you want the report to be in HTML or CSV format.
d) In the Report Type box, select the type of report you want to send.
e) Under Options do one of the following:
• To generate a scheduled report for all customers, select All Customers.
• To generate a scheduled report for a specific customer account, select Customer. Beside the Account # box, click [...], and then select a customer account.
• To generate a scheduled report for a specific DS-Client account, select DS-Client. Beside the DS-Client # box, click [...], and then select a DS-Client account.
f) Click OK.
g) Click Finish.
6. Click Close.