Video - InEight Document Enhanced - Scheduling Reports

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to schedule reports From the reports module, choose the report you wish to schedule.

Select run report on date, Then select a date and time to schedule the report.

Choose the format you wish to export the report as.

Select how often you want the report to run.

Then select the report recipients.

Lastly, click search to schedule the report based on these settings.

The report will be sent as a notification to the recipient's email addresses as specified in their contact profile.

They can click on the link to download the report in the file format requested.

A single notification can contain multiple reports.

To review reports that you have previously scheduled Click the scheduled tab next to the reports tab.

Scheduled reports can be edited or deleted by selecting the report. And clicking the relevant icon above.

Well, that's how to schedule reports. Thanks for watching.