Managing Reports |
Generating Reports
You can run various types of reports. This article outlines the steps you take in the system to view and generate these reports.
managing-reports/generating-reports.htm#microcontent1
Preset and Schedule Your Reports
You can save a specific set of report filters as a named preset and schedule the report to run automatically at a set interval and have it emailed to specified recipients in PDF or Excel format. This article outlines the steps you take in the system to set the presets and schedule delivery.
managing-reports/preset-and-schedule-your-reports.htm#microcontent1