Saving, Sharing, and Scheduling Reports
A user can share a saved search with other users in the system. The shared saved search will appear in the shared with user’s saved reports and searches. The user must have permission to shared a saved search. The permission is in the Administration tab of the User Permissions page.
The user must first save a search or report.
The user can then choose to share the search the report by clicking on the share icon.
The user can choose who will receive the saved search.
The shared with user will receive an email with a link to the saved search.The shared with user will see who sent the saved search.You can perform this action anywhere you can save a search.
You can schedule saved reports to get email to you daily, weekly, or monthly. You will see the report in an email with a link to the report. You can currently schedule the Billing Report, Cash Receipts Journal, Pulled by Range, Annual Issues Sales Report, Publication YOY Comparison, Daily Order Sale, and Expiring Contracts report.
First, you must save your report. When you save a report, you will have the option to add a schedule.
You can also use any report another user shared with you or a report you already saved.
The system will use the filters you save to the report except for the date range. The date range will depend on whether you choose daily, weekly, or monthly. Click on the clock icon to schedule a report for either daily weekly or monthly.
The Daily report will return the previous day’s results.
The Weekly report will return the previous week’s results. You must choose the day you want to receive the report. If you choose Wednesday, you will receive date from Last Wednesday through Tuesday.
The Monthly report will send you a report on the first of the month for the previous month’s data.
You will receive an email with the name of the report, a table view of the data, and a link to the report. If you choose for the report to generate a PDF, you get an attachment with link to the report.