How do I schedule a report?

How do I schedule a report?

Alert
This feature is available on all PaySpace editions.

A report with a customer's defined parameters can be saved (scheduled) for future use. A unique name can be specified to identify the report.

      Navigate > Reports > Reports > Classic

Step 1: Select the relevant report.

      

Step 2: Enable the "tick here if you want to add this report with the selected parameters to your list of scheduled reports:" checkbox to schedule the report. Enter a unique description in the field below to identify the report.

      

Step 3: Click on the "View your list of scheduled reports".

      

Step 4: The scheduled report will reflect on the list of Scheduled Reports.

      

Info
Important
The scheduled reports feature is only available on the Classic Reports screen and is configured per user profile.
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