How do I set up test reports and run them now?

In the Daylite Delivery pane of Daylite Preferences, you can add a report and setup a schedule for running the report. Scheduling is the process of specifying how frequently you wish to have a report generated and delivered to you by email.

To setup test reports and run them now

  1. Launch Daylite and login to the same database that you have set up Daylite Delivery to run against.
  2. Choose Daylite > Preferences.
  3. Click Daylite Delivery.
  4. To add a report:
    • Click the + button and choose your report template. Click OK.
    • If the report you wish to schedule is not listed, click Other to choose a report located anywhere else on your computer.
  5. Click the + button on the right to set up a schedule for the report.
  6. In the sheet that opens, set up a schedule for the report. Click Save.
  7. Enter any valid email addresses to identify the recipients.
  8. Do a test run by clicking Test Run.
  9. In order to speed up the process of running and delivering reports, go to Daylite Delivery and choose Daylite Delivery > Run Reports Now.

    Delivery will be sending emails immediately to all the email addresses you have specified.