Report scheduler

The Report Scheduler allows you to schedule and receive generated reports via email.

To schedule a report through your uAccept web portal, follow these steps: 

1. From the Reports tab, click Report Scheduler.

2. In the Scheduled Report Name field, enter the label for the report.

3. From the Report Type drop-down menu, select the report(s) you would like to receive.

4. In the Email Address(es) field, enter the email address(es) for those receiving the report(s).

Note: To enter multiple email addresses, type the first email address and hit enter, enter the next email address and hit enter. Continue this step to enter all desired email addresses. 

5. From the Users drop-down menu, select the users you would like to filter the report(s) by, if applicable. 

6. From the Location drop-down menu, select the location you would like to filter the report(s) by, if applicable.

7. From the Category drop-down menu, select the categories you would like to filter the report(s) by, if applicable.

8. In the Date Range field, select the date(s) you would like to filter the report(s) by. 

Note: If selecting a Custom Range, select the start and end date, and click Apply.

9. From the Start Time drop-down menu, select the start time you would like to filter the report(s) by.

10. From the End Time drop-down menu, select the end time you would like to filter the report(s) by.

11. From the Frequency options, select how often you would like to receive the report(s) via email. 

• Once — select a date and time you want to receive the report(s). You will receive the report(s) on the selected date and time.
• Daily — select a day (or days) and time of the week you want to receive the report(s). You will receive the report(s) on the selected day(s) and time.
• Monthly — select a day (or days) and time of the month you want to receive the report(s). You will receive the report(s) on the selected day(s) and time.

12. Click Save.

The Generated Reports section displays a list of saved reports. To archive a saved report, click the Archive icon. To send a saved report now, click the Run Now icon.