Getting started with Daylite Delivery

Daylite Delivery automates the process of delivering reports. Instead of you manually running a report, Daylite Delivery allows Daylite users to have reports automatically generated and delivered by email. Whether you are at home or on the road, you can have reports emailed to you, sent to your iPhone or other smart phone. The following is the recommended workflow in order to get started with Daylite Delivery.

  1. Launch Daylite Delivery.
  2. Specify the settings for the database that Daylite Delivery should connect to. Only a Daylite administrator is able to do this. Read the 'Specifying Daylite database settings for report delivery' article for more information.
  3. Configure the email settings for the account from which reports will be sent. Only a Daylite administrator is able to do this. Read the 'Configuring email settings for Daylite Delivery' article for more information.
  4. Add licenses for the reports or print layouts that you wish to share. Only a Daylite administrator is able to do this. Read the 'Adding more reports to Daylite Delivery' article for more information.
  5. Ensure that you turn Daylite Delivery "On" and keep the application running. Quitting the application will not allow Daylite Delivery to work even if it is turned on.
  6. In the Daylite Delivery pane of Daylite Preferences, add and schedule the reports that you wish to be delivered. Read the 'Adding and scheduling a report for automatic email delivery' article for more information.
  7. Wait for the email to be delivered.

See also

Specifying Daylite database settings for report delivery

Configuring email settings for Daylite Delivery

Adding licenses to Daylite Delivery

Adding and scheduling a report for automatic email delivery