Schedule Dynamic Work Reports

Pre-Requisites

Before you begin, ensure you have already designed a work report template to schedule a dynamic work report. To design a work report, refer to the Generate a Work Status Report topic.

To schedule a dynamic work report, follow the steps below.

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Click the Schedule My Reports button located on top of the page beside the search bar.

    The Schedule Reports page appears.

  3. Click the Dynamic Work Schedule Reports option.
  4. Select the checkboxes for the required reports which you want to schedule on a daily/weekly/monthly basis.
  5. Under the Email Id column, click the email icon.
    You will receive the selected reports over Email in the selected format.
  6. In the Email Id textbox, enter the email ids to which you want to send the report.
  7. Click OK.
  8. Click Save.