Configuring default scheduling options

To configure the default settings the scheduled reports use when distributing reports by email or saving to disk, follow these steps:

1. On the Tools menu, click Default Scheduling Options.

2. Configure the default email options as outlined in point 7 of the ‘Scheduling a report’ section earlier in the manual.

3. Configure the default folder options as outlined in point 6 of the ‘Scheduling a report’ section earlier in the manual.

4. Click OK to save the new settings and close the Default Scheduling Settings dialog box.

 

Reports can be exported to disk or attached to an email in any one of the following file formats:

Adobe Acrobat (.PDF) - Use this format to allow distribution of a report on different systems such as Macintosh and Linux while preserving the layout.

Microsoft Excel (.XLS) - Use this format if you want to process the report further in Microsoft Excel.

Microsoft Word (.DOC) - Use this format if you want to access this report using Microsoft Word.

Rich Text Format (.RTF) - Use this format to save the report in a format that consumes less disk space and which allows accessibility through different word processors in different operating systems.

 

Screenshot 29 - Default Scheduling Settings