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Scheduled Report Walkthrough

I wish to have the consultant statistics report (landscape) automatically run on a Monday morning for the previous week.  I also wish to ensure each user gets a report of their previous day’s statistics.

Daily Report

I wish to ensure each user gets a report of their previous day’s statistics.

Click on Add Scheduled Report:

The report will now run every morning at 5am for the day before and will be available for the user to open from their My Infinity panel. I would repeat this for all users so they will be able to see their statistics for work completed yesterday.

Weekly Report

I wish to have the consultant statistics report - Portrait automatically run on a Monday morning for the previous week.

The report will now run at 5am on Monday’s and will be accessible within the Scheduled Reports section of My Infinity.

 

 

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