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  • Scheduled Reports are configured by you to be run periodically. They are sent to the email address(es) you configure on the date and time you set.
  • Report Pickup is for reports that are to large for immediate delivery. You will be notified by email of when the report is ready for pick up.

 

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ToolDescription
Scheduled Reports

Allows you to manage the reports that you have previously scheduled.

Report PickupThis screen allows you to pickup reports that the system has run asynchronously.  Some reports process large amounts of information and are run by UltraCart in the background.  When a report completes an email is sent to the user letting them know that they can pickup the completed report. 

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If a report has the scheduling capability, you will see a "Schedule Report" field at the bottom of the screen. Complete the required fields.  The following shows a completed Schedule Report which will run Monthly

 

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Once you've completed the form, click the Generate Report button. Scheduled Reports will be emailed to the addresses you indicated (see above).

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