Step 1: Access the Add Scheduled Report Screen and Select the Report Type

  1. Navigate to Reports > Scheduled Reports.
  2. Click Add.
  3. Type a name for the report in the Name field.
  4. Type a meaningful description for the report in the Description field.
  5. Select the Control Manager template to generate the report:
    • Custom report template:

      1. Select the Custom Template to generate the report. If the existing reports do not fulfill your requirements, create one from the Report Templates screen. See Adding Custom Templates for more information.

    • Static report template:

      1. Click Static Template under Report Content. The Static templates appear in the work area to the right, under Report Content.

      2. Select the report category on which to base the report.

      3. Select the Static template data on which to base the template.

  6. Select the report generation format:
    • Custom template report formats:

      • Adobe PDF Format (*.pdf)

      • HTML Format (*.html)

      • XML Format (*.xml)

      • CSV Format (*.csv)

    • Static template report formats:

      • Rich Text Format (*.rtf)

      • Adobe PDF Format (*.pdf)

      • ActiveX

      • Crystal Report Format (*.rpt)

  7. Click Next.