Schedule a Report to Run & Email Automatically

Instructions

1. Go to: Reports > Activate Reports.

2. Find the report you want to activate. There are several options to sort and filter the displayed reports.

Column Headers: You can sort this page by clicking on the column header. 

• Code - The report code
• Report - Report name
• Description - Describes the purpose of the report
• Loop - The report recipient (Company, Project, Resp. Party) when scheduled to be automatically emailed
• Schedule - describes how often a report will be emailed (Daily, Weekly or Monthly)
• Run on a Schedule - Shows which reports are emailing on a schedule. The check-marked reports are scheduled to run & email on a daily, weekly or monthly basis.
• Show Online - Shows which reports that are accessible on the "Run Reports Online" page.

All Button: The blue "All" button gives you a drop-down to filter the reports displayed on the screen.

• All - Default view of every single available report
• Active Only - Displays only reports that are check-marked to "Run on Schedule" or "Show Online."
• Inactive Only - Display only reports that are NOT selected to Run on "Schedule" or "Show Online."

Search: Enter a keyword into the search field to filter the report list. Report categories include: Inspection, Deficiency, Performance, Ranking and Data Export.

3. Check the box in the "Run on Schedule" column to activate the report to run and email on a set schedule.

4. The "Loop" column identifies who will receive the emailed report, or who is in the loop.

• "Company" is sent to the email addresses listed in the "Automatic reports CC email address" field on the Company Details page. To edit, go to Setup>Administration>Account Management.  
• "Resp. Parties" is sent to the email addresses listed in the email field on the Responsible Party Setup page. To edit, go to Setup>Responsible Party Setup Process.
• "Projects" is sent to the email addresses listed in the email field on the Project Setup page. To edit, go to Setup>Project Setup Process.

The box in the "Report" column on the Setup page must be checked for auto-reports to be sent. If it's not checked, the reports will not be emailed. 

5. Click "Save" to save your changes.