Can I make a report run on a regular schedule?
Find resources designed to help you get the most from Replicon
Yes, you can schedule reports to automatically generate at set times.
To schedule a report:
- Select Reports from the top menu, and then select Setup > List Reports from the side menu.
- Select the icon next to the report you want to schedule.
- The name of the report
- How frequently the report should run
- The date and time when it should run
- To whom the report should be sent
- The format and filter settings that should be used
- Click Add.
For more information, refer to Scheduling a Report in Replicon's online help.