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How to schedule the sending of a programmable report.

Schedule Programmable Report Sending

In this video we will show you how to schedule a programmable report to be sent.

First you have to go to Side Menu> Reports> Programmable Reports. Is pressed "Create Programmable Report" and the name is placed. The report settings will open. What type of programmable report is needed will appear first. In this case we will focus on "Program". The second configuration section is to set the type of report and the recurrence. In this you can change the subject of the mail that will reach the administrators' tray.

Then you can select between 10 types of reports depending on the requirement. Once selected, it can be filtered by user email. Thus each report will arrive but from a specific user. This is optional.

In the Dates per report section, you will be able to choose the range of dates that will be accumulated apart from the current day. Finally, the recipients to whom this report will arrive will be placed. In the section of "Program" Some options appear to place the date and time which will be used to send the report. They just need to wait until the scheduled day and time for the report to arrive in their inbox.

NOTE: It is very important to set the correct time zone.

To learn more, watch the video.