Revision as of 02:32, 3 August 2016

Overview

Reports can be scheduled to run at a set interval, which will produce a PDF or CSV file that is emailed to specified email addresses.

The Analyst who will be doing this procedure must have Reports Access enabled on their account, or they will not see the Reporting tab.
Click the Add button .
Enter a name for the schedule in the Name field. Note that this is not necessarily the same as the report name.
Select a report in the Report menu.
Click a checkbox for the type of file attachment you want.
Click the Save button .

@@ Line 9: / Line 9: @@
 =Procedure=
 #The Analyst who will be doing this procedure must have '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Reports Access|Reports Access]]''' enabled on their account, or they will not see the Reporting tab.
+#Click the Add button [[File:Lsd btn plus.png|link=]].
+#Enter a name for the schedule in the ''Name'' field. Note that this is not necessarily the same as the report name.
+#Select a report in the ''Report'' menu.
+#Click a checkbox for the type of file attachment you want.
+#Click the Save button [[File:Lsd btn save.png|link=]].
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