Automated Functions - Run Custom Report

• Overview
• Adding an Automated Function

Overview

Automated Functions allow you to schedule the generation of a report and send it to a user(s). There are several different time interval options for when the report can be scheduled; you can set them up to run on a specific day every week, or on a monthly basis.

Adding an Automated Function

1. In the  Main Menu, go to  System Settings and select Automated Functions.
2. Click the  Add New Automated Function button in the bottom left.
3. In the General Settings tab, enter the Name.
4. In the Schedule tab, select the Time Interval and choose a Start Date.
   • If Time Interval is set to "Monthly", choose a Day of Month. 
5. In the Parameters tab, choose a Report and complete the required information.