Task

Details

Edit Details

To edit the auto report details, do one or more of the following:

•Edit the report name.

•Edit the path name or browse to and select a new location to save the report.

•Type or select variables for the file name.

•Select a different file format.

•Choose to overwrite the previous report file.

For details, see Part 1: Adding Auto Report Details.

Edit the Schedule

To add or edit schedule types and settings, click the Triggers tab.

For details,see Part 2: Configuring Auto Report Schedules.

Edit Mail

To edit the mail configuration, click the Mail tab.

For details, see Part 3: Configuring Auto Report Mail.

Manage Reports

To add a report, click the Reports tab, then do one of the following:

•Click the Attach button, then select a report folder > report.

•On the Auto Reports toolbar, click Attach Auto Reports , then select a report folder > report.

•Right-click the report list and select Attach Auto Reports > report folder > report.

To remove a report, select a report, then do the following:

•Click the Detach button.

•Select an auto report, then click Detach from Auto Reports .

•Right-click and select Detach (or press Delete).

To change the collection a report runs against:

1.Select a report.

2.Click Change Collection , (or right-click and select Change Collection) select a new collection, then click OK.

Task

Details

Duplicate an Auto Report

To duplicate an auto report:

1.Select an auto report.

2.Press Alt+Insert (or right-click and select Duplicate).

A duplicate auto report appears in the list with a number appended to its name. You can also copy and paste a report to create a duplicate.

It’s good practice to rename the duplicate so it matches its new purpose. Edit the auto report as needed.

Edit Details

To edit auto report details:

1.On the auto report sidebar, click Change (or click Edit ).

The Auto Report window opens on the Details tab.

2.Edit the details as needed, then click OK.

For information about configuring details, see Part 1: Adding Auto Report Details.

Add Schedule Triggers

To add a schedule trigger, do one of the following:

•Right-click, then select New Trigger > Trigger Name.

•On the auto report sidebar, click Add Trigger > Trigger Name.

The Auto Report window opens with the new trigger added. For configuration details, see Part 2: Configuring Auto Report Schedules.

Add Recipients

To recipients to the mail configuration:

1.On the auto report sidebar, click Add To, Add Cc, or Add Bcc.

2.In the recipient field, type or paste an email address, then click OK.

The new recipient is added to the auto report.

Attach Reports

To attach a report, do one of the following:

•Right-click, then select Attach Report > report folder > report.

•On the auto report sidebar, click Attach Report > report folder > report.

The new report is added to the auto report.

Delete an Auto Report

To delete an auto report:

1.Select an auto report.

2.On the toolbar, click Delete (or press Delete or right-click and select Delete).

3.Click OK to accept the deletion.

Run Auto Report Now

To run an auto report now:

1.Select an auto report.

2.Click Run Now (or right-click and click Run Now)