Scheduling and Reviewing Reports using ECC

From Wiki

Scheduling Reports

1. Click Reports from the left menu.
2. Click Schedule Reports

3. By default you will see all the scheduled reports for all modules. You can filter the list by module or by the report type.

4. In order schedule a report click the New Report button.

5. Select the type of report/module by using the drop-down boxes.

• Expand the folder tree until you reach the desired report. In the middle section you can view the reports contained in the selected folder. Highlight the desired report by clicking it.

6. In the right section you will find all the necessary attributes in order to schedule the report.
Also you can set the Output Format by checking the specific check-box.

7. Click the Schedule button ( bottom-right ) to proceed.

8. Enter the desired task name.

9. You will find your task listed on the Schedule Reports section.

* Use the Properties button to customize the details listed for the task list. Also you can arrange the columns in any desired order using the drag-and-drop method. Simply press the click button against any desired column and by holding the left click pressed move the column to the new location. Release the click when completed.

10. You can run a certain report at any time by highlighting it and clicking the run button.

11. Once ran your report will be listed in the Available Reports section ( filter the list by selecting the type of report and the module to narrow your search )

Available Reports

1. In the left menu go to Reports -> Available Reports

2. Use the drop-down boxes to filter the reports list by Report Type or Module.

3. The Properties button allows you to customize the informational columns displayed.

4. Arrange the columns in the desired order using the drag-and-drop method.

Send an Alert!

1. Using the Alert! button you can send an instant alert to your e-mail. Just highlight the report in cause and hit the Alert! button. It will automatically attach the report and add the basic report properties into the message.

• The new features of ECC allow you to customize the alerts you send offering numerous text editing options: fonts,size,style,alignment,bullets.
  
• Click Send to complete.