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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 1156

Config Schd Rpts

 
You can customize which reports to run on a scheduled basis for each workstation and set the schedule through Configure Scheduled Reports.  You can set reports to run daily or monthly.
 
Config Schd Rpts
1

Daily Reports

1. Daily Reports
These reports are generated every day.  Check which reports you wish to run and select any applicable options.
2

Rental Reports

2. Rental Reports
If your store uses the rental module, you can select the rental reports to run daily.
3

Monthly Reports

3. Monthly Reports
These reports are generated each month.  Check which reports you wish to run and select any applicable options.
4

Printer

4. Printer
The printer for scheduled reports is displayed.  You can change the printer by clicking the ... button. 
5

Reorder Report

This runs a reorder report on the day selected in the drop down menu.  Clicking the ... button opens the reorder report, allowing you to make any necessary changes to the report settings.
For more information on the reorder report, see Reorders.
6

Daily Report Times

6. Daily Report Times
Check which days and times to run reports, and click Save.
7

Send to Users

7. Send to Users
Clicking this to the left of a report opens a user listing.  Check which users to send scheduled reports to through Messenger, and click Done.
For more information on using Messenger, see Messenger.
 
Upon making your selections, click Done.  You are prompted to confirm that you wish to save your selections.