AccuTrack/AccuSQL: How to Create a Scheduled Report in Reports Center

AccuTrack/AccuSQL: How to Create a Scheduled Report in Reports Center

Step 1: 
Click on the Reports Center Console




Step 2:
Select a Report and Click the Zoom button
The Zoom button is available in Column Mode view and List Mode view 

       

Step 3: 
Select any applicable Filters



Step 4:

Click on the Create Schedule button 



Step 5:
Name the Report



Step 6:
Insert a tooltip (optional)



Step 7:
Check the box next to 'Email' if you want the report to automatically send via email 
Check the box next to 'Save to Folder' if you want the report to automatically save to a specified location
Check the box next to 'Save Data as a CSV to Folder' if you want the report to automatically save as a CSV file to a specified location
Click Done



Step 8:
Set the New Task Properties using the General, Triggers, Actions, Conditions, Settings, and Run Times tabs
Click OK
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