Applies to: SmarterTrack 3.x
Schedule Reports are Custom Reports that can be e-mailed to a specified address on a daily, weekly, or monthly basis.
Log in as an Agent and select the Reports menu icon near the top of the interface
- Select Schedule reports folder on the folder list to the left
- Select New Schedule Report icon
- Report Item: select custom report from drop down.
- Frequency: select how often you would like the report to be e-mailed.
- To Address:
- Cc Address :
- Subject: provide a topic name for the e-mailed report.
- Message: provide any type of notes you would like to see along with the report.
- E-Mail Format: select format type from drop down.
- Check the enable charts checkbox, if you want the charts sent with the reports.
- Click Save