How to setup scheduled reporting

Question

Could there be a way to schedule automatic reports. For example, at the beginning of every month get a report of outstanding balnces. OR even better a statement report with an option to email them out?

Answer 1

Sure this just requires a little configuration, see below how to set it up.

After running your report (for example a current balance) go to the "Scheduled" tab.

 

On the bottom of the screen there a few options.

1. Use Current Dates: With this check the report will always use the dates that you ran the report with. (The R Start and R End will be grayed out)
2. R Start: This tells the report when the report should start. All start dates are relative to the "Interval" that you select.
   You can use positive numbers and negative numbers as well as "0". 0 = The day of the report is sent.
   For example: If we wanted a report to show the last 2 months, we would use "-2" with the interval set to monthly.
3. R End: The same as R Start.
   For example: If we wanted a report to show the next 1 month, we would use "1" with the interval set to monthly.
4. Email To: This is where the email should be sent to. You can setup multiple emails by separating each email with a comma (test@sample.com, test2@sample.com)
5. Start Time: What time and date you would like the report to start sending the report. So if you would like to get a report every Tuesday, make sure your start date is on a Tuesday.
6. End Time: At what date should report no longer send
7. Interval: How often should the report send.

Once you have your selections click "Add Schedule".

Then there are 3 things to setup:

1. Email Subject: What subject should you would like should be used when the report is sent.
2. File Type: For most people the correct option would be "PDF File - All Reports Hebrew".
3. Only On Records: With this option check the system will only send if there is something in the report.
   So if you are having a daily email of students that are absent, use this option to avoid getting a blank email when there are no students that are absent.

If you have any questions please contact support.

 

 

 

Comments

This is helpful, thank you for the step by step.

Can a report be scheduled indefinitely, without an end date?

And can I set which email address it should come from? Or can it only come from the default email?

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you can set a end date of 2045 or later as well.

there is a column From Email, if its left blank we will use the default email setup in administration, if you do use From Email please make sure that you're using a email that is setup correctly in administration. 

it is a good idea to click Test once it is setup so you can see if it is working properly.