Scheduled Reports

1. Click the Reports icon on the navigation pane This opens the All Reports page.

2. Go to Schedule Reports tab > New Scheduled Report.

3. Select the report to schedule from the Report combo box. The list will display all the available reports such as Reports by All requests, Reports by Completed requests, Reports by SLA Violated reports and so on. This is a mandatory field.

4. Select the Format in which you want to export the report.

5. In the To field, specify the email ID of the person to whom the generated report has to be sent. This is a mandatory field.

6. Enter a Subject for the email and a Message, if required.

7. In the scheduler, set the time frame to schedule reports:

     a. Daily Schedule - Specify the time and the date from which the report must be scheduled in Time and From respectively.

     b. Weekly Schedule - Select the days of the week on which you want to generate reports or select Everyday to generate reports on a daily basis. Also, specify the time to schedule the report.

     c. Monthly Schedule - Select the days of the week on which you want to generate reports or select Every Month to generate reports on a daily basis. Enter the day to schedule the report and the time in On and At fields respectively.

     d. Generate Once - Specify the Date and Time on which the report must be scheduled.

8. Click Schedule.