Scheduled Reports

Overview

It is possible to set the system up to email you one of the Mintsoft standard reports on a daily, weekly or monthly basis.

Setup a New Scheduled Report

To set up a new schedule:

1. Navigate to Reports > Scheduled Reports
2. Click 'Add New Report'
3. Fill out the parameters 
4. Click 'Create'

Example:

Delete a Scheduled Report

1. Navigate to Reports > Scheduled Reports
2. Search for the report you wish to delete
3. Select 'Delete' on the row for the report you want to no longer receive.