Reports/Report Scheduler

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Overview

The report scheduler enables service providers to have reports run automatically and have them delivered to a nominated recipient at a user-defined date and time.

Prerequisites

Before this feature can be used, it requires the following two event types to be enabled.

  • Report Schedule Process (event type 902) - This event type executes the report to be run as per the schedule.
  • Report Schedule Process Message (event type 903) - This event type sends the email notification with the report as an attachment. This event also requires a template to be created.

To learn more about events, refer the help section on Events.