How to create and email report now in schedule reports

How to create and email report now in schedule reports

Create and email report now

  1. Access Scheduled Reports to view the Scheduled Report list.

  2. Click on the required Report’s Create and email report now 1 icon.

  3. A ‘Creating and distributing report…’ message will display before the report is sent.

  4. The Report is sent.

    • Related Articles

    • How to create a scheduled report

      Access Scheduled Reports Note: Your Position must have access ‘View Reports’ access, for this menu option, and Scheduled Reports tab, to appear. From the Main Menu, select Reports | Scheduled Reports & Saved Reports/Charts. The ‘Saved Reports/Charts’ ...
    • How to delete and retain schedule reports

      Delete a Scheduled Report Access Scheduled Reports to view the Scheduled Report list. Click the Delete this Schedule Report 1 icon. The ‘Confirm’ delete window appears. Click OK to delete, or click Cancel. Show Retained Reports Access Scheduled ...
    • How to create a Completed Task Report

      To create a report of Completed Tasks by a user over a certain period of time, a new feature functionality (released in 2022) in the My Summary Page exists to generate this request. Go to My summary Page Select the three-bar hamburger menu icon. Then ...
    • Custom Reports

      We are pleased to announce the first iteration of our Bold Reporting functionality. This new feature provides enhanced customisation and personalisation capabilities, allowing you to precisely extract the data you need from your Drova GRC system. ...
    • How to edit and update the scheduled reports?

      Edit a Scheduled Report Details (including Transfer Ownership) See Update/Create a Scheduled Report if you wish to change filters or frequency of the Schedule. Access Scheduled Reports to view the Scheduled Report list. Click on the Schedule record 1 ...