Schedule a customized report

The Gateway can automatically generate and send the selected report at scheduled intervals. You can configure the scheduling of the report using the Schedule section of the Modify Custom Report page.

To schedule a custom report:

  1. Select the report you require from the list of available reports. Click Edit.
  2. In the Schedule section, click Click here to change these settings.
  3. Use the option buttons to select from:

    • Not scheduled
    • Automatic scheduling
    • Custom scheduling

     

    Automatic scheduling configures a report to be generated at intervals during the specified Date Range. For example, a report with a date range of This Month will be generated weekly (on the first day of the week).

  4. If you select Custom scheduling, use the drop-down menus to select the frequency and delivery time of the report.
  5. Click Save.

      View the date of the next scheduled report in the Report Details section when you select the report from the Report Center Home page.