Automating Report Generation and Delivery by E-mail
To schedule a report delivery on a regular basis:
- Go to Tools & Utilities > Summary Report > Delivery Schedule.
- Click Add Report Delivery Schedule.
- 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.
- In the Delivery frequency menu, select how often the report should be sent: daily, weekly, or monthly.
- Click OK.
To change the delivery schedule for an account status report:
- Go to Tools & Utilities > Summary Report > Delivery Schedule.
- Under the Frequency column, click a link corresponding to the delivery schedule you would like to change.
- Adjust the settings as required and click OK.
To stop receiving the account status reports:
- Go to Tools & Utilities > Summary Report > Delivery Schedule.
- Select a check box corresponding to the delivery schedule and click Remove.
- Confirm removal and click OK.