Scheduled reports

Scheduled reports are regular reports that are periodically emailed or saved to a file. In order to schedule a report, choose File - Schedule Manager from the main menu:

Schedule Manager window

In order to schedule a report, click Add. To edit an existing entry, double-click it:

Add or Edit Schedule

There are two types of scheduled reports available:

  • Email. When the due date comes a report linked to the schedule is sent by email to a specified email address.
  • File. When the due date comes a report linked to the schedule is saved to a specified file. It is also possible to have the current date in the file name, for example date_%yyyy%%mm%%dd%.csv.

Scheduled reports can be run daily, weekly, fortnightly or monthly. You need to create one or more reports before you can schedule it.

For example, to receive a detailed monthly report by email at the end of each month:

  1. Create a report as follows: Type: Detailed, Name: Last month, Show records for: Last month.
  2. Schedule that report to run Monthly and specify how you would like to receive it.