Edit an Automated Report Setup

Automated Reports that have been scheduled to be automatically emailed are found in the Office Staff Module attached to the Office Staff people who are receiving the report.

Open the Office Staff Module and select the appropriate Office Staff person in the Find Area at the left of the screen. Click on the Attach Detail tab and select the Automated Reports tool. All of the Automated Report setups attached to this person will be displayed.

Select the appropriate Automated Report and click on the Edit tool in the toolbar. The Automated Report setup screen will open.

Change the report settings: Use the Change Individual Filter Options and View Settings tools to verify or change the report settings. The Change Individual Filter Options tool corresponds to the Find Area from the Report Module, indicating which people's data will be included in the report output. The View Settings tool corresponds to the Report Options, indicating the options specific to the report.

Most reports display data based on a date range; choose the appropriate Date Offset from the dropdown to set the date range relative to the date the email is generated. There are a number of predefined options, as well as an option to set a custom offset. For example, if the chosen Date Offset is 'Yesterday', the report will always been generated with data from the period one day before the date that the email is generated. This would be equivalent to a 'Custom Day Offset' with an Offset Start and End of '-1'.

Change the recipients who should receive the email: Use the Add and Delete tools in the Who this should be sent to panel at the bottom of the Automated Report setup screen to change which people should receive a full copy of the emailed report. These recipients should normally be Office Staff.

If the Create and send as: dropdown is set to 'Single report set to any person', the entire report contents will be sent to the people listed in the Who this should be sent to panel.

If the Create and sent as: dropdown is set to 'Each Individual receives their own report', the entire report contents will still be sent to the people listed in the Who this should be sent to panel, and in addition, each person in the individual filter will also receive a copy of the report with only their own information.

You can verify which people will be receiving emails with report information, and their email addresses, using the Show People who will receive Email tool on the ribbon.

Change the Automated Report emailing schedule: Use the Add, Edit and Delete tools in the 'When this should be sent' panel at the bottom of the Automated Report setup screen to add, remove or change the points that the report should be emailed. Each point consists of a Day of the Week and Time that the email should be sent. A point must be added for each Day of Week /Time you wish to schedule the report to be sent. 

Set the Email Subject and Body: Finally, set the subject line and body content for the email(s) that will be sent By entering information in the fields Email Subject and Email Body.

You can verify the report output by clicking on the View Output tool on the ribbon to preview the report.

Once you are happy with the Automated Report setup, click Save to complete the setup.