Scheduling the exporting of reports
You can schedule when the DS-System will export reports.
To schedule the exporting of reports:
1. On the Setup menu, click Schedule, and then do one of the following:
• To add a schedule, click Add.
• To modify a schedule, select the schedule, and then click Edit.
• To update the list of schedules, click Refresh.
NOTE: To delete a schedule, select the schedule, and then click Delete.
2. On the Select Schedule Type page, select Disk 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 Disk Report Option page, do the following:
a) To add/modify a scheduled report, click Add or Edit.
b) In the Description box, type a description of the report you want to generate and send by email.
c) In the Directory box, click [...], and select a directory where you want the report to be written.
d) Specify whether you want the report to be in HTML or CSV formate.
e) In the Report Type box, select the type of report you want to send.
f) 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, select Customer. Beside the Account # box, click [...], and then select a customer.
• To generate a scheduled report for a specific DS-Client, select DS-Client. Beside the DS-Client # box, click [...], and then select a DS-Client.
g) Click OK.
h) Click Finish.
5. Click Close.