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Scheduling Queries and Reports

Queries and reports can be sent over email on a periodic basis.

For this, open the context menu (wrench icon) for the object you would like to schedule. A dialog like below opens :

 


 

- Provide one or more email addresses separated by a comma or semicolon

- Provide a subject or leave empty to let the system generate one

- Do not modify the “Query Name ” or “Report Name” values.

In the “Schedule” and “Range of recurrence” panes, set the desired schedule.