Scheduled reports are regular reports that are periodically emailed or saved to a file. To access scheduled reports, choose File – Schedule Manager from the main menu:
To schedule a report, click Add. To edit an existing entry, double-click it:
There are two types of scheduled reports:
- 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. The current date can be included 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 a report before you can schedule it.
For example, to receive a detailed monthly report by email at the end of each month:
- Create a report as follows: Type: Detailed, Name: Last month, Show records for: Last month.
- Schedule that report to run Monthly and specify how you would like to receive it.