Scheduling Report Settings

     

    1. Click Reports tab. This opens the All Reports page.

    2. Click New Scheduled Report button. This opens Schedule Report Settings page.

    3. To generate report once click Generate Once radio button. Specify the date using the calendar button and Time from the combo box on which the report has to be generated.

    4. Select the report to schedule from the combo box. The list will display all the available reports such as, Reports by All requests, Reports by Completed requests, Reports by SLA Violated reports and so on. This is a mandatory field.

    5. Specify the E-mail ID of the person to whom the generated report has to be sent.

    6. Save the details. Scheduled reports gets displayed in the Schedule Reports page.

    7. To generate reports on a daily basis click Daily Report radio button and specify the From Date, Time, report to be scheduled and the e-mail address of the person to whom the report has to be sent. Save the details.

    8. To generate weekly report click Weekly Report radio button. Specify the days of the week on which you want to generate reports by selecting the check box. Or select Everyday check box to generate reports on daily basis. Also specify the time, report to schedule, and E-mail ID of the person to whom the generated report has to be sent. Save the details.  

    9. To generate reports on a monthly basis click Monthly Report radio button. Specify the month on which the report has to be generated by enabling the check box. Or select Every Month check box to generate reports on monthly basis. Also specify the time, report to schedule, and E-mail ID of the person to whom the generated report has to be sent. Save the details.

     

     

     

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