Report Scheduling
Modules: Logistics Accident Prevention Cost Control
Stage: Managerial
Keywords:
Report scheduling,Email report sending
To access the Report Scheduling screen, go to the “Reports > Reports” menu, click on the “Report Scheduling” option.
When the “Report Scheduling” screen is loaded, click the + button at the bottom right of the screen.
When the Report Scheduling screen opens, fill in the Description information, that is, the name of this schedule, which report will be sent and the person related to this Report. Fields marked with * are mandatory. In “Scheduling Period and Frequency”, fill in the period in which the report will be sent and at what frequency: Daily, Weekly or Monthly.
In the “Email Send” card, fill in the recipient information, that is, who the report schedule will be sent to, the title of the email that the recipient will receive and the body of the email.
After completing the filling, click on the button After completing the filling, click on the button ☰ and select one of the options:
- Save : Save the Report Schedule;
- Save and New : Save the Report Schedule and open the screen to create a new one;
and select one of the options:
- Save : Save the Report Schedule;
- Save and New : Save the Report Schedule and open the screen to create a new one;
To edit an existing schedule, you must click on the description of the registered schedule to then open its registration screen. Make the necessary edits to the schedule registration to be edited, click on the bottom right button and select Save.
