Schedule Report Setting 49 0

Setup scheduler to automatically generate and send standard report to selected users.

Notes:

• Report can be scheduled to automatically generate and send to selected users via email either Daily, Weekly, or Monthly.
• Among the auto generate reports include:
• Report of Approved Document,
• Report of Approved Document by department, ➢ Report of Pending Review Document,
• Report of Pending Approve Document,
• Report of Draft Document.

Steps to schedule report and select users:

1. Click Admin.

2. Click Schedule Report.

3. Select Document Type (Approval Document, Pending Review Document, Pending Approval Document or Draft Document).

4. At Reminder Send By, select either by Daily, Weekly or Monthly.

5. Select the Users whom will receive the report. The selection can be filtered by User Security Level such as Executive Admin, Admin, Manager, Supervisor and General User.

6. Click Submit.