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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