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Operations → Reporting → Tools |
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The tools section allows you to manage any reports that you have scheduled and/or asynchronous reports for pickup (Only a few Reports have the scheduling feature).
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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Tool
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Description
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Scheduled Reports
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: This tool allows you to manage any reports you have previously scheduled to run automatically.
Report Pickup
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: Use this screen to retrieve reports that UltraCart has run in the background (asynchronously). Some reports process a large
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amount of
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data and are
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automatically handled by
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the
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system.
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Once a report
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is complete, you'll receive an email
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notification letting you know it's ready for pickup.
Scheduling Reports
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 Schedule Report button. Scheduled Reports will be emailed to the addresses you indicated (see above).
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