Scheduling Reports in Web

 

In this document, we will go over how to schedule reports in Sportsman Web. This new feature will help free up your time spent running the same reports each week, or monthly. Below we take you through a step-by-step process on how to get this setup. If at anytime you run into issues, please reach out to one of our Support consultants at 801-572-3570 Option 2 or email us at support@peakinfo.com .

***Note***Not all reports have this feature, here is a list of reports you can set up to automatically run each week, or month.

v Credit Card Report

v Financial Activity Report (GL)

v Financial By Activity Report

v Outstanding Balances Report

v Revenue Report

Prerequisites:  The user’s permission to run financial reports within Sportsman is required to set up Scheduling for reports.

This document will cover:

Ø Adding a New Scheduled Report

§  Schedule

§  Report Filters

Ø Maintaining your Scheduled Reports List

 

Adding a Scheduled Report

To begin navigate to Reports>Financial>Financial Activity Report (GL) as shown below. Again, you may create a schedule for any of the five reports listed above. For this example we will be using the Financial Activity Report (GL).

Configure your report with the Scope, GL Account filters (if any), and preferred format of the report. Next, click the [Schedule] Button.

Schedule

In this section, you will need to specify when you want the report to run. The report description will auto-populate for you.

Email: The system will add your email automatically. To add more recipients simply add a coma and their email address in the email box.

Run Reports: Select whether your report should run weekly or monthly. Select the day(s) of the week or month you would like your report to run.

Run Time/Stop Date: Enter the time of day you want the report to be sent out and the date you wish the report to stop running. See the example below.

Report Filters

In this section, you will need to specify the date range for the information to be included in the report. These values will change based on the day the report is run. For example, if you select today the value will be the day the report is running, not today’s date. You can add days to adjust the preset values using the day adjustment field. See the scheduled preview below to see a list of upcoming dates and times your report will run.

***Note*** The entire schedule will not show, only the first 10 days it will run.

 

Maintaining your Scheduled Reports List

To view and make changes to your scheduled reports, navigate to Reporting > Scheduled Reports.

This screen will display a filterable list of existing scheduled reports. You can make changes to the schedule for a report by highlighting that report and clicking [Edit] or delete a report you do not want to be scheduled by highlighting that scheduled report and clicking [Delete]. For historical purposes, you may also choose to Edit and Inactivate a report rather than deleting it.

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