Report scheduler (stand-alone)
It is now possible to schedule the sending of reports.
This is how it works:
- In the main menu, go to the Reporting section.
- Open a high-level report and click on the clock icon:
- Add a rule name, type in the email address of users you want to send the report to, schedule its sending (use predefined parameters or customise your own) and click on SAVE:
- 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.
Stand-alone getting started guide
Read about our stand-alone solution.
Where I can find a reporting function? (stand-alone)
To access the reporting feature, navigate to the main menu in the upper left-hand corner and select "Reports" under your Organisation: Here you have the option to create your own report with filters that reflect your particular needs. This is how ...
How can I test a stand-alone solution?
Please follow the steps below to test a stand-alone solution: Navigate to the main menu in the upper left-hand corner and click on "+ Add an Organisation": In the pop-up window, select "Use stand-alone workflows": Then, proceed to the approval ...
Report scheduler (Xero)
Instead of generating reports manually every time you need one, you can schedule the creation and specify who you want to receive such report – everybody will find it in their inbox right on time. Depending on your needs, scheduled reports can be ...
Report scheduler (QuickBooks Online)
It is now possible to schedule the sending of reports. This is how it works: In the main menu, go to the Reporting section. Open a high-level or item-level report and click on the clock icon: Add a rule name, type in the email address of users you ...