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20130709 (Andy) | Pro, MultiUser, MultiSite, MultiView |
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9.1 (and higher) | Video |
Periodic Reporting allows you to have reports to be printed or emailed on a Daily / Weekly / Monthly / Yearly basis during Daily Processing. The screen used to setup periodic reporting features tabs along the top (for Daily, Weekly, etc...) a tick box next to each report to set whether you want said report to be included in the batch. On-screen number fields next to the name of each report are used to set the order in which reports are generated (when triggered).
At times, there may become cases where triggers (for example, both weekly & monthly) fall on the exact same day. In these instances, multiple sets of reports will be printed / emailed. This is because the system may have been setup to email reports to different people at different trigger times.
Navigate to
, and choose .Click on the
tab. This tab is used to setup the email address where you wish to send your batch of reports to. Use to add a new email address to the list.TAB or click across to the Name column, and enter the name of the person receiving the email reports.
TAB or click across to the Email address column, and enter the email address of the person receiving the email reports. Use to add further users, if you wish reports to go to multiple email recipients, or at multiple trigger points. For example: You can setup Weekly Periodic Reports to go to Person A, Monthly Periodic Reports to go to Person B, and so on.
Click
to save & close this screen.To select the reports that you'd like to periodically batch print or email, select the
menu, and then choose the option.On the Daily tab, setup whether you with to print or email your reports on a daily basis. Then tick the reports you with to have generated on this trigger and set the generation-order by entering sequential numbers into the fields provided. If you don't want any reports generated on a daily basis, skip to the next step.
On the Weekly tab, setup whether you with to print or email your reports on a weekly basis. Then tick the reports you with to have generated on this trigger and set the generation-order by entering sequential numbers into the fields provided. If you don't want any reports generated on a weekly basis, skip to the next step.
On the Monthly tab, setup whether you with to print or email your reports on a monthly basis. Then tick the reports you with to have generated on this trigger and set the generation-order by entering sequential numbers into the fields provided. If you don't want any reports generated on a monthly basis, skip to the next step.
On the Yearly tab, setup whether you with to print or email your reports on a yearly basis. Then tick the reports you with to have generated on this trigger and set the generation-order by entering sequential numbers into the fields provided. If you don't want any reports generated on a yearly basis, skip to the next step.
When done, click
. Your reports will now generate when triggered, based on the settings entered.
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