Scheduled Reports
Receive emails at a time of your choice
Create report schedules, to receive reports via email
Under the Admin menu option click on Report Schedules to see existing report or create new ones
Either Select an existing report Schedule to amend or add an new Scheduled Report by pressing button in top right corner
Name The name of the report
Active Activate or disable the schedule, emails will not be sent if it is not active.
Repeat Schedule Choose a schedule to send the email, from the available options:
Hour Select from "Every hour", "Every 6 hours", "Every 12 hours" or choose a specific hour
Day Choose to repeat
Every day
On day of month
On work day of month The scheduler will take into account holidays you have saved in AcuServ even whether Saturday or Sunday is treated as a work day when calculating the nth work day of the month.
Specific week day THe report can be scheduled to run on certain days of the week
Month Choose from "Every Month" or "Specific months"
Tiles Choose from all available tiles to include in the email.
Subscribers Specify a comma separated list of email addresses to send the report to.
XLS Password Specify a password to password protect the xls file attached to the email. If no password is supplied the xls file will not be password protected.
User Context Specify the username the report should be run under. This is used when a selected tile generates information relevant to a particular user. "e.g. Purchase Orders I need to Authorise"
Client Context Specify the Client the report queries will use. This allows report results to be filtered based on particular clients. E.g. a recipient will only receive the "Open Jobs" report related to the client under their responsibility.
Profile Context Filter the slected tile reports to return results related to the particular profile.
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The excel file will display the tiles on the first sheet colour coded as they are shown in the AccuServ website. The data for each tile is shown on separate sheets.
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