Schedule periodic report receipt in Business Analytics - Spotter V2

Created by Andre Greiner, Modified on Fri, 10 Mar, 2023 at 3:27 PM by Andre Greiner

scheduling a report


After you save a report, you can schedule it to be emailed to any user. 

To schedule a report, simply click the email icon in the action bar. Then just determine the periodicity of the report and the e-mails of the recipients who should receive it, separated by a comma. It is possible to share the report with any email, even if you are not registered with Exact Spotter. This action can also be performed from the  Reports Library. 


 

 


 


IMPORTANT:  Scheduled reports are sent in .XLS or .PNJ format.  

On the Scheduled Reports tab  , from the Business Analytics menu, you can edit the sending settings (frequency and recipients), as well as delete a schedule. Deleting a schedule does not delete the report, it just stops automatic emailing. 


 

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