How to Access: Advanced Options > My Scheduled Reports

Purpose: This page is used to keep your Scheduled Reports in AccuCampus.

• Created new - This is used to create a new Scheduled Report.

• All Reports - This button allows to see all reports.

• My Memorized Reports - This button allows direct access to My Memorized Reports

You'll notice on the right-hand side of every Report in this list you have a Run and Delete buttons:

• Run - This option allows you to run this specific Report.

• Delete - This option allows you to delete this Scheduled Report. A confirmation message will prompt you to confirm the deletion so that these are less likely to be deleted by accident.

Please click “Create new” to create a new Scheduled Report, please see here the fields you will need to fill-out:

• Name - This is a unique name for the Scheduled Report.

• Details - This is a field to type some notes for the Scheduled Report.

• Active - This is to identify is the Scheduled Report is active or not.

• Start Date - This specifies a time-frame when you want to receive this Scheduled Report.

• Start Date - This specifies a time-frame when you want to receive this Scheduled Report.

• Time - This field specifies when the Scheduled Report will run. It is required.

• Frequency - This field specifies when Scheduled Report should run, options are daily, weekly, bi-weekly, monthly, and quarterly.

• Date Range - This specifies a range filter that will be passed to the Scheduled Report to process information, the report will populate information from such range at the time of execution.

• Reports - Please select from the list what report you want to run, you must have created at least 1 report to select.

• Recipient - This specifies a list of recipients, please use the magnifying glass to select a name from the list, you can add as many as you want.

• Send to Address - This is the address that will be used as sender email.

• Send to me - Check this option if the current user wants to receive a copy of the email.

• From Name - This specifies a Sender name.

• Reply to - This specifies a reply to an email address, users should be able to email this address.

• Password for Attachment - This specifies a password to open any attachment(the report)

• Confirm Password - Confirm the password above.

• Subject - This specifies the email Subject line.

• Body - This is the message body, you can format it as needed using the tools presented.

• Save Button - Please double-check the information and click this button to finish this operation.

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