Automated Reporting Module
Accessing the Module
Basic Functions
Entering Data
Main screen: Name field: Enter a name that will be relevant while generating the report: Date Range Start/End field: Set the date range of the data that will be generated on the report. Date Range Start: Enter the number of days before today’s date ...
Filters
Filters can be used when running automated reports, or running a report manually. Filters are useful for a light customization of a report, as there are many selections that can be applied in a filter. In addition to a filter, options for an ...
Introduction to Automated Reporting
What is Reporting? (Automated Reporting) Reports may be set up to run at specified times, saved or e-mailed without a user having to do this manually each time. Some of the reports that are available for set up: Calendar reports – reports may be sent ...
Setting up Automated Reports (via Report Setup Module)
Report Setup Module To begin an automated report the report must be set up correctly in the “Report Setup” module. For instance, if you have chosen a report to be e-mailed from automated reporting, you must copy the report setup for the automated ...