Automatically Email Reports on a Recurring Schedule

Agents and system administrators can configure SmarterTrack to automatically email custom reports to individuals on a daily, weekly, or monthly schedule. NOTE: You cannot schedule an email report if it is not a saved custom report. For more information, refer to the KB article Create a Custom Report.

Applies to SmarterTrack 7.x - 12.x

Follow these steps to automatically email custom reports on a recurring schedule:

  1. Log in to SmarterTrack as an agent or system administrator.
  2. Click the Reports Icon.
  3. Click Scheduled Email Reports in the left tree view.
  4. Click New.
  5. Find the Report Item setting. To specify which custom report to email, select the appropriate option from the list.
  6. Find the Frequency setting. To specify how often the report is emailed, select the appropriate option from the list.
  7. Complete the following required fields: To Address(es), Subject, and Message. All other settings are optional. NOTE: Use semicolons to separate multiple email addresses.
  8. Click Save.

 

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