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Building & Sending Reports in modusCloud

Product: ModusCloud

 

Building and Sending Reports in modusCloud

 

   1-   To build a report select REPORTS tab. 

   2-   On the left report panel select the report you wish to view.

   3-   Then configure the report with the data pints you wish to view.

   4-   on the right hand side click the GRAY GEAR and select SAVE REPORT AS FAVORITE.

   5-   Give the report a name and click the green checkbox.

 

On the left report panel you will see a new category called FAVORITES. Here is where you will find all your saved reports.

   1-   To send reports to your email select the SCHEDULE LIST tab.

   2-   Click ADD A REPORT SCHEDULE.

   3-   Give a description for the report.

   4-   Select the sending frequency of the report.

   5-   Enter the email address you want receiving the report.

   6-   The choose the report from your favorites drop down menu.

   7-   Click SAVE.

 

You now will receive reports via email.

 

Modified 12/6/2018
Keywords: customize reports create build
Article ID: 1974