Scheduling Reports

You can create a macro to generate a standard report or user-created favourite report (with all filtered items saved) that will be stored on the server (or a network share if specified in the macro).

You can use the macro scheduler to generate these reports on a regular basis, as needed.

To add the report macro to the Macro Scheduler, follow this navigation: Setup->System Setup->Advanced Configuration->Macros And Tours->Macro Scheduler.

The Macro Scheduler dialog appears.

Click the Add button at the bottom of the dialog.

Click the Macro field. The Select Macro dialog appears, listing your macro groups and macros.

Select the macro you want to schedule and click Ok.

Double-click the Next Run field. The Select Datedialog appears.

Select the date and time you want the next run of the macro to occur from the Date and Time drop-down menus and click Ok.

Double-click the Interval field. The Interval dialog appears.

Select the time unit from the first drop-down menu and select the interval from the second drop-down menu. If you select hours in the first menu and 12 in the first menu, the macro will run every 12 hours.

Click Ok.

Click Save. The macro will automatically run (thus generating its associated report) every 12 hours beginning on the date and time specified.

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