Through the Email Reports feature, BrowseReporter reports can automatically be generated and emailed to the administrator periodically. This eliminates the manual process of creating reports.
How to Create a Schedule for Email Reports
NOTE: You must have your email settings configured and a report profile created before creating an email report schedule.
- Open the BrowseReporter tab on the left-hand side of the console
- Select Email Reports
- Click on the New Schedule button.
- Define the Email address of the recipient of the reports.
- Select a Report profile. A report profile is created in Run Report.
- Define the Schedule frequency (daily, weekly or monthly) of the email report.
- Define the Time of email delivery.
- Click Add Schedule to finalize your Email report settings.
- The report will be sent in PDF format.
NOTE: You must have your email settings configured and a report profile created before creating an email report schedule.
- Under the BrowseReporter tab on the right-hand side of the console, select Email Reports.
- Click on the Create Schedule button.
- Define the email address of the recipient of the reports.
- Select a Report profile. A report profile is created in Run Report.
- Define the Schedule type (daily, weekly or monthly) of the email report.
- Define the Time of email delivery.
- The report will be sent in PDF format.
Email Report Options
This option will allow you to save a copy of the report onto your computer during the scheduled email report delivery.
- From the left-hand menu choose the Settings option.
- Select BrowseReporter from the settings menu.
- Choose Email Reports from the menu bar.
- Here you can choose where to save a copy of the report.
- You can also disable email reports and just have the report save on your local network. When this option is chosen you do not need to enter a recipient email address.
If you check the “disable email reports” option, it will save a copy of the report at the scheduled time and it won’t send out an email. When this option is checked, you don’t have to enter a recipient email address.
If you need assistance with this, you can contact our technical support team – support@currentware.com