Automating Report Generation and Delivery by E-mail

To schedule a report delivery on a regular basis:

  1. Go to Tools & Utilities > Summary Report > Delivery Schedule.
  2. Click Add Report Delivery Schedule.
  3. To send reports to your e-mail address registered with the system, select the reseller value from the Deliver to menu. To send reports to another e-mail address, select the e-mail address I specify option and type the e-mail address.
  4. In the Delivery frequency menu, select how often the report should be sent: daily, weekly, or monthly.
  5. Click OK.

To change the delivery schedule for an account status report:

  1. Go to Tools & Utilities > Summary Report > Delivery Schedule.
  2. Under the Frequency column, click a link corresponding to the delivery schedule you would like to change.
  3. Adjust the settings as required and click OK.

To stop receiving the account status reports:

  1. Go to Tools & Utilities > Summary Report > Delivery Schedule.
  2. Select a check box corresponding to the delivery schedule and click Remove.
  3. Confirm removal and click OK.