Report scheduler (Cin7 Core)

Report scheduler (Cin7 Core)

It is possible to schedule the sending of reports. 

This is how it works:
  1. In the main menu, select your Organisation and go to the Reports section:

  2. Open a high-level report and click on the clock icon:

  1. Add a rule name, type in the email addresses of users you want to send the report to, schedule its sending (use predefined parameters or customise your own) and click on SAVE:

     
  2. An email with the report attached and containing a link to this report in ApprovalMax will be sent out on the specified date and time:

Please note: reports are sent based on the company timezone.
Please note: reports are not sent retrospectively, i.e., if you set up a report on 17 December to be sent every 5th day of the month, you will receive the first one in January.


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