Client Account Tasks
 

Daily Auto Email

Reports

With daily auto e-mail subscriptions, a report can be sent regularly to a specified e-mail address.  The report can be run either for an entire company or for a specific department or location using the filtering feature.

Note: If you have subscribed to and are not receiving your daily report, a web filter may be interfering with the delivery and consequently needs to be investigated. 

Step 1

To receive your daily e-mail report you will need to subscribe. You can set up a subscription by selecting the Reports Menu located in the Main Menu (see illustration 1.1). From this Reporting menu, click the Daily Auto E-mail Reports link to complete the subscription (see illustration).

   

 

 

 

 

 

 

 

 

 

Step 2 From the subscription screen, you may operate in several ways: view your current subscriptions' status, specify the delivery time for the e-mails, activate or deactivate existing subscriptions or click the (add new) link to create a new subscription.  You may activate limitless subscriptions without charge. 

To view a sample report, utilize the provided link above the table.

Step 3
As indicated in the subscription frame, the report may be filtered to contain certain arrangements of information as specified by the subscriber, such as department, location or by supervisor.

To delete a subscription, select the address link indicated in blue and utilize the Delete Record link (see illustration above).
 

Step 4
Once saved, the subscription will be activated and available each morning at the specified email address.