
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
- Launch Daylite and login to the same database that you have set up Daylite Delivery to run against.
- Choose Daylite > Preferences.
- Click Daylite Delivery.
- 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.
- Click the + button on the right to set up a schedule for the report.
- In the sheet that opens, set up a schedule for the report. Click Save.
- Enter any valid email addresses to identify the recipients.
- Do a test run by clicking Test Run.
- 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.