Scheduled Reporting
You can now configure AutoFocus to automatically
generate and send reports to a series of recipients via email. You
can specify the date and interval at which the reports are sent,
as well as the specific coverage timespan of the report. This eliminates
the need for you to manually generate and send the reports to relevant
people in your organization.
- ClickReportson the navigation pane.
- On the report you want to create an schedule for, clickEmail Scheduler.
The number of email schedules that are configured for a given report is shown in theEmail Schedulerbutton. - Addan email schedule profile.
- Configure your email schedule. You can define the recipient email address, theFrequencyof the reports, theTimewhen it is sent, and theContext(length of time the report covers). On the bottom-left, you will see the date when the next report is to be sent. ClickSaveto continue
- From the email schedule profile window, create additional email schedules as well as manage existing ones. You can also send a test email to verify the report and configuration is acceptable for your organization. ClickClosewhen you have finished creating and updating email schedules. SelectAddif you want to configure additional recipients for emailed reports.
