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Automatic Report Dispatch

18
Jul

The automatic report dispatch can be found under your Settings tab. If you cannot locate it there you will need to edit your menu entries.

Once the page launches, click +New. from the “Choose Report” window your options are Management Report or Warehouse Report, Once you have the desired report selected hit OK.

The Management/Warehouse Report text box will appear and under the Dispatch tab, you may choose the Intervals and Time of Day. The Next Execution date and time will change based on your selection. Across from that, are the users associated with your organizational unit, Choose the users you’d like to dispatch the report to by highlighting their name and clicking the appropriate arrow.

Under the Parameter tab, you may select an Org Unit and Date for a Management Report. For the Warehouse Report, select a Warehouse, Supplier and commodity group instead. Once you have made all the desired selections click Save.