
Adding and scheduling a report for automatic email delivery
Scheduling is the process of specifying how frequently you wish to have a report generated and delivered to you by email. To add a report and set up a schedule, you should choose Daylite > Preferences and click on Daylite Delivery.
You can use this feature if your user account has the permission to add and schedule reports in Daylite Delivery.
Before you add and schedule a report to run, it is recommended to run the report in Daylite to see if you are getting the appropriate output. Once you are satisfied, you can add the report to Daylite Delivery and schedule it.
To add and schedule a report
- 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.
- To do a test run, click Test Run.
Daylite Delivery will be sending off emails within 5 minutes to all the email addresses you have specified in the schedule. In order to speed up this process, go to Daylite Delivery and choose Daylite Delivery > Run Reports Now.
- If you wish to edit the schedule, click Edit. Make the necessary changes and click Save.