Purpose
Enables you to create schedules for the generation of management reports. You can save up to 64 separate schedules per Manager Dashboard with your own
choice of Hunt Group, time period, output type etc.
Benefits
Gives you the management information you need, in the format you want, when you need it
Report Selection
Access by clicking the Report Scheduler button in the Report Generator
- Input a name for your schedule and the frequency that you would like it to run
-
Select the Start and End times of your working day (Defaults to the times configured in System Wide Settings)
For Weekly and Monthly Schedules, you can select which days you report on
For Monthly Schedules, you can select which weeks of the month you can report on
- Select the Hunt Group(s) you wish to report on
-
Select the time you wish the report to be delivered
For Daily Schedules, you can choose to whether to deliver on weekend days
For Weekly Schedules, you can choose which day of the week to deliver the report
Fro Monthly Schedules, you can choose which day of the month to deliver the report
- Select your output method - Email (PDF) or Printer
- Review the Summary screen to check you have the correct details for your report. You can use the Previous arrow to make any changes
Scheduled Report Summary Page
Each time your schedule runs the page of the report will contain a summary of the settings you made to set up the schedule – this will serve as a
useful reminder of what timeframe you are looking at when viewing the reports at a later date