Need to send out reports automatically and regularly? Look no further than TimeSolv’s Quick Schedule feature on the new reports! This week’s Tip of the Week will guide you on this powerful tool that allows you to create and manage report schedules with ease.
Create Schedules in a Flash
To get started, simply create a new report using TimeSolv’s New Reports functionality. Once you’ve designed your report, navigate to the Report Schedules tab. Here, you can quickly set up a schedule to send the report out immediately or periodically.
Choose Your Schedule
- Immediately: Send the report right away, bypassing the scheduled run time.
- Periodically: Select a daily, weekly, or monthly schedule and specify the desired time for the report to be sent.
Customize Your Delivery
- Publish To: Choose to send the report to an email address or an FTP site.
- Output Format: Select either PDF or Excel for the report’s output.
Manage Your Schedules
All schedules created using Quick Schedule are listed on the Standard Reports Dashboard under Manage Schedules. This gives you full control over your reporting process.
Important Notes:
- Report schedules created from New Reports are automatically disabled when the user who created them becomes inactive.
- If an inactive user with schedules is reactivated, the schedules will not automatically turn on. You’ll need to activate them manually.
Start Scheduling Your Reports Today
Quick Schedule is a valuable tool for automating your reporting tasks and ensuring that critical information is delivered on time. Give it a try and see how it can streamline your workflow.