Date printed: 11-19-2017   Last updated: 12-08-2015

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Applies to versions: 2.2, 2.3, 2.4, 2.5



Automatic Reports



Automatic reports provide a way to run Custom Reports and Sign Off Reports on an automated basis. Reports can run for custom time frames from hours to years and can send the report by email or upload to an FTP server.

Automatic Reports require the IPSEML email automation module.

 

 

 

Using the left pane Main Menu » Administration, click on: Reports » Automatic Reports


 

 

 

Add a New Report



  1. Click the + (plus) sign to the left of the Add New Report bar.

  2. Assign a descriptive Name to this report.

  3. Select either a Sign-off Report or a Custom Report.

  4. From the drop down menu, choose an employee to Run the Report As. This allows reports to be configured for managers or employees so the reports will run with visibility and permissions granted to that employee.

  5. Select a Preset from the drop down list.
    NOTE: If a preset has already been created for either a Custom Report or Sign-off Report, you will find it in the Select Preset drop down list.
    • To edit an existing preset or to create a new one, click the Edit Presets link.

  6. Choose a Report Start
    • by Date:
      • Click in the circle (aka radial button) to select Date.
      • Click on the field below to display a calendar and then select the date. This field can also be edited in place so just click in the box and type over the displayed date and time.
    • by a specified amount of time before the report is scheduled to run. Choose from Minutes, Hours, or Days before.
      • Click in the circle (aka radial button) to select either Minutes before run, Hours before run, or Days before run.
      • Then type the value of time in the corresponding field.

  7. Choose a Report End
    • by Date:
      • Click in the circle (aka radial button) to select Date.
      • Click on the field below to display a calendar and then select the date. This field can also be edited in place so just click in the box and type over the displayed date and time.
    • by a specified amount of time before the report is scheduled to run. Choose from Minutes, Hours, or Days before.
      • Click in the circle (aka radial button) to select either Minutes before run, Hours before run, or Days before run.
      • Then type the value of time in the corresponding field.

  8. Select when to do the Next Run. Either click in the field to display a calendar and then select the date, or just type over the displayed date and time.

  9. Select the frequency of this report from the Run Interval drop down list. Each selection will have additional options (displayed directly below) that will allow further time configuration.

  10. Click the Create Report button to save.
NOTE: Delivery options must be specified below after this report has been created.

 

 

 

Edit an Autmatic Report


These settings continue to be editable and even deleted.



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