Steps to Schedule an Auto Report

 Follow the steps below to schedule an auto report to compile and email to a designated email address or group of email addresses. There is wide array of reports ranging from inspections, deficiency notifications and performance trends. Reports can be scheduled daily, weekly or monthly.

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1. Setup the Email

a. Add the email address to the correct Setup page.

• If scheduling the report to be sent to a Project Manager/Inspector, go to Setup>Project Setup Process and type the email address in the email field.
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• If scheduling the report to be sent to a Responsible Party, go to Setup>Responsible Party Setup Process and type the email address in the email field.
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• If scheduling the report to be sent to an Office Administrator, go to Setup>Administration>Account Management. Type the email address in the "Automatic reports CC email address" field.
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b. Ensure that the box is checked in the Reports column if Project Inspector or Responsible Party. If the box isn't checked, Project Managers/Inspectors and Responsible Parties won't receive the reports.

c. Press the Save button.

2. Schedule the Report

a. Go to Reports>Activate Reports

b. Use the search field to find the report you want to schedule.

c. Note the "Schedule" and "Loop" columns

• Schedule - This column shows you the report compilation and send frequency: Daily, Weekly, or Monthly
• Loop - This column shows you who receives the Report: Project, Resp. Parties or Company
  • Project - goes to email addresses listed in Setup>Project Setup Process
  • Resp. Parties - goes to the email addresses listed in Setup>Responsible Party Setup Process
  • Company - goes to the email addresses listed in Setup>Administration>Account Management
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d. Check the box in the "Run on Schedule" column to schedule the report  

e. Press Save.