Table of Contents
- Table of Contents
- Scheduled Breakout reports
- Adding a scheduled breakout report
- View a scheduled breakout report
- Select the recipients and schedule the reports
Scheduled Breakout Reports
With this feature you can schedule an email for a breakout report. The email gets sent over as per the frequency you select.
Adding a scheduled breakout report
Login to your Connex account. From the side menu, extend the “Report” and click on “Breakout”.
A new page will open, from the top. Click on the “+” icon that is highlighted in the image given below.
A dialog box should open. Enter the Name, email address and select the frequency, click on “Save”.
A new report has been added.
View a scheduled breakout report
You can view the reports by clicking on the button “View Schedule Reports” which is right next to “+”.
A new page will open which will show all the reports created till now.
Select the recipients and schedule the reports
You can select the recipients by choosing from customers, providers etc. You can also choose the time period you want to schedule the reports.
Click on the arrow sign to choose the accurate recipients for the reports. Also select the customer’s list, provider’s list and destinations added by you in your account.
On the extreme right, there is a text box from which you can select the time period to schedule your reports. Just click on the text box and a drop down menu should open where you can choose the time. Select “Custom Range” if you are not able to find the time that you want to set in scheduling.
A new drop down should open, customize the time period and click “Apply”