Schedule report

User prerequisites:

None

IMPORTANT

If the logged-in user is not manager of any account, the reports will display only the user print jobs data.

Process prerequisites:

The "Schedule" option must be selected in the report generation wizard

The scheduling is done during the configuration of each report, and allows the selection of filters so that it is generated and sent automatically.

Available filters are:

Periodicity: It allows you to define the periodicity with which the report will be generated and sent.

Weekly

I wish to receive reports every: Day of the week you want to receive the report;

Send only last week data: In this case only the data from the last 7 days will be presented in the report;

Send data since last day: In this case the data will be presented in the report from the configured day, until the day of yesterday;

Send data from the last __ weeks: In this case, the data will be presented according to the number of weeks informed.

Monthly

I wish to receive reports each day __ of every month: Day of the month you want to receive the report.

Scheduled

Receive reports on the following date: In this case it is possible to set a specific date for receiving the report.

Date interval: This range allows you to delimit the information that will be displayed in the report.

Filter entire days: When enabled it is not necessary to enter time in the Start Date and End Date fields.
Start date;
End date.

Click on Next

Report identification:

Report name.

Sending:

Send to my email: This field brings the email configured in the user's registry that is logged in, the address to which the report will be sent.

Send to all accounts managers: When enabled, account managers will receive the report with user data that they manage.

Language: Report language;

Specify destinations: Allows you to add recipients who should receive the report by email by clicking on " Add..."