Here are the steps how to Set Report Schedule. To learn more, you can also watch this RADIX Online tutorial video:


       

To Set Report Schedule in Radix, follow the steps below:

    1. After logging in to the Company, open the report for which you want to schedule automatic e-mail delivery.
    2. Select all the required report criteria and filters.
    3. (Optional) Tick Save Criteria if you want to save the selected criteria for future use.
    4. Click the Schedule button available at the bottom of the Report Criteria form.

The Schedule window will open.

The Schedule Report feature allows you to generate the selected report automatically and send it to the registered e-mail address at the specified date and time.

Enter the required details as follows:

      • Daily / Weekly / Monthly – Select the frequency at which the report should be generated.
      • Start Time – Specify the time at which the report should be generated.
      • Every – Set the interval (for example, every 1 day, every week, or every month).
      • Start Date – Select the date from which the schedule should become effective.
      • Is Active – Tick this option to activate the schedule.
      • Remarks – Enter remarks, if required.
      • Enter E-mail – The e-mail address registered with Tripta is displayed by default. The scheduled report will be sent to this registered e-mail address.


    1. Click OK to save the schedule.


Once the schedule is saved, the report will be generated automatically and sent to the registered e-mail address according to the specified schedule.



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