Generating Scheduled Reports Parent topic

The following lists the procedure required to generate a scheduled report.

Procedure

  1. Click ReportsScheduled Reports to open the Scheduled Reports screen.
  2. Click Add.
    The Schedule Reports > Add Report screen opens to let you set up your report.
  3. Type a name for your report template.
  4. Specify the schedule that the template uses to generate individual reports. It can generate reports on a daily, weekly, and monthly basis.
  5. Specify the Generate report at time when the template generates the individual report.
    Note
    Note
    ScanMail uses a 24-hour clock for all time settings.
    For example: If you specify the schedule to be weekly every Sunday and configure the time for report generation to be 02:00, then ScanMail uses the template to generate an individual report every Sunday at 02:00.
  6. Select the type of report that ScanMail generates according to your schedule.
  7. Set a person to receive a report each time the template generates one.
  8. Click Send to email:.
  9. Type the recipient's email address
  10. Click Save.
    The browser returns to the Scheduled Reports screen. The new template is added to the list of Report templates.
    Note
    Note
    When using Secure Sockets Layer (SSL) protocol, the SQL statement used to generate the report cannot be viewed.