10.1. Run or Schedule a Report

To run or schedule a report select Run or Schedule a Report under the Reporting sidebar menu option.

Reports are broken down into sub-categories:

• Activity Reports
• Analytics Reports
• Costing Reports
• Unified Department Reports
• Cost Savings Reports
• Summary Reports
• Total Usage Reports
• Statements
• Miscellaneous Reports
• CSV Reports

To run or schedule a report, click on the report name. This will open the Report Configuration dialog.

Now select your options. Options vary slightly depending on the report selected, however the overall format is roughly the same.

• Report start and end period – This is the start and end date/time of the report.

• User – This will change depending on the type of report that is being run. In the example below the Detailed Activity by User report has been selected so the report will be run for all users by default. Alternatively a specific user can be selected.

*If the selected report was a department type, then a specific department can be selected or the report can be run for all departments.

• Schedule Report – This is where you can select the frequency of the report from the drop down box. You can run the report manually by selecting the Once option or you can choose to schedule the report to be run Hourly, Daily, Weekly or Monthly.

*Scheduled reports will have a rolling start and end period. For example, if the initial report start date is the 1st July and the end date the 31st July, the next scheduled monthly report would run from the 1st August to the 31st August.

• Format – This is where the format of the report is selecting the drop down box. Supported formats include PDF, DOCX, PPTX, Text and RTF. CSV reports should be run separately.

• Distribution Group – Here you can select the Distribution Group for the report. Each member of the Distribution Group will receive the report in the chosen format by email.

!Report Distribution – PriApps distributes reports by email. In order to do this, an email SMTP server must be configured in Settings menu option, and at least 1 Distribution Group setup in Groups.

Once you have selected all your options, click the OK button to generate and distribute the report.

All reports generated can be viewed online from the Reports menu option.