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Information BlockDescription
GeneralStatus

Specify if this function is on:

  • Enabled
  • Disabled
Output Type

Specify a file type to be sent:

  • CSV
  • Excel
RecipientsUsersDefine system Users to send a Query to (can be empty if the Extra Emails field is filled in)
Extra EmailsSpecify the needed extra email addresses (can be empty if the Users field is filled in)
SchedulingType

Report generation scheduling approach:

  • fixed (run at specific times/days);
  • periodic (run at certain intervals).
Fixed

TimezoneIndicate a timezone for a selected report run time
Add Time button
  • Time - specify the time;
  • Days of the Week - specify the needed frequency (Daily, Weekdays, Weekends, Custom);
  • Specific days - becomes active if Custom is selected as a Days of the Week parameter. Specify exact days here.
Tip
titleTip

If you want to receive reports for a previous month every 1st day of the next month, you will need to:

  • set Last Month as an Interval in the Query
  • set First Run in the To Email as the first day of the month

The report will be queried for the previous interval and be sent to the respective email/-s on the first day of each month.


Last RunIndicates when the report was last run by the system
Periodic



Every

Determine an appropriate interval to generate a report automatically, it could be in minutes, hours, days, weeks, or years.

First RunOffset a specific date & time up to a second (incl. a timezone) for the first run of a report
Last RunIndicates when the report was last run by the system

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