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  1. REPORTS
  2. Scheduled Report

Create New Periodically Reports

PreviousScheduled ReportNextEdit Periodically Report

Last updated 2 months ago

Create Scheduled Report is the screen where a new periodic report is defined in the system.

The first time the screen is entered, the user is directed to the General Information tab.

The following steps are followed to create a new periodic report;

  1. Enter the following fields in the General Information that opens.

  • Report Name

  • Mail Content

  • Status

  • Usage Gauge

  • Enabled

  • Project List

  1. Click the Timing Issues tab.

  2. Enter the following fields in the Timing Issues.

  • Report Frequency

  • Start Date

  • Report Hour

  • End Date

  1. Click the Alert tab.

  2. Enter the mail address to send periodic report.

  3. Click the Add button to add mail address.

The related mail address can be removed from the list with the Remove button next to the added mail address.

  1. a. Click the Save button to save periodic report.

    b. Click the Cancel button to cancel the definition.