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Field
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Steps
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Template
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Choose a template.
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Description
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Type a description.
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Generate at
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Configure the schedule according to the template you chose.
If the template is for a daily report, configure the time the report
generates. The report coverage is from 00:00:00 to 23:59:59 of each
day and the report starts to generate at the time you specified.
If the template is for a weekly report, select the start day of the
week and configure the time the report generates. For example, if
you choose Wednesday, the report coverage is from Wednesday of a
particular week at 00:00:00 until Tuesday of the following week at
23:59:59. The report starts to generate on Wednesday of the
following week at the time you specified.
If the template is for a monthly report, select the start day of the
month and configure the time the report generates. For example, if
you choose the 10th day of a month, the report coverage is from the
10th day of a particular month at 00:00:00 until the 9th day of the
following month at 23:59:59. The report starts to generate on the
10th day of the following month at the time you specified.
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Format
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The file format of the report is PDF only.
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Send to all contacts
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Select the checkbox to send the generated report to all contacts.
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Recipients
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Select a contact from the drop-down list, or type a valid email address to which to
send reports and then press ENTER. You can type up to 100 email addresses, typing
them one at a time. It is not possible to type multiple email addresses separated
by commas.
Before specifying recipients, verify that you have specified SMTP settings in the
SMTP tab located at .
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