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Jobs automatically run reports on a specific interval and are sent to one or more recipients via email.

 

Clicking the "Add Job" button on the top right corner of the "Jobs" page will create a report. Like reports, jobs can be edited or deleted on the "Jobs" page with the "Edit" and "Delete" links.

 

Format

Reports can be sent in either a HTML, PDF or CSV format.

 

Send Empty Reports

When set to "Yes", reports are sent even when they contain no data (if the underlying report does not yield any records). When set to "No", reports are only emailed when they contain at least one record set.

 

Profiles

If a report is associated with "All Profiles", then the job will need to set the profile under which the report is to be run. If the report is already associated with a specific profile, then the job will also use that profile.

 

Email

Emails sent by a job can be highly customized, by setting the sender email, CC and BCC recipients, subject and message text. The following variables are supported in the subject:

 

$FREQUENCY

$REPORTNAME

$RECORDS

 

Frequency

Jobs can be sent out once, or at configurable frequencies:

 

Minutely

Hourly

Daily

Weekly

Monthly

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