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HomeKnowledge BaseSmarterTrackHow to - Create a schedule report to be e-mailed
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Article ID228
Created On5/9/2008
Modified9/11/2008
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How to - Create a schedule report to be e-mailed

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

  1. Select Schedule reports folder on the folder list to the  left
  2. Select  New Schedule  Report  icon
    1. Report Item: select custom report from drop down.
    2. Frequency:  select how often you would like the report to be e-mailed.
    3. To Address:
    4. Cc Address :
    5. Subject: provide a topic name for the e-mailed report.
    6. Message: provide any type of notes you would like to see along with the report.
    7. E-Mail Format: select format type from drop down.
    8. Check the enable charts checkbox, if you want the charts sent with the reports.
  3. Click Save