Broadcasting Reports

A report can be set up with one or more broadcast schedules, allowing you to share it with different audiences at different times. Once you have enabled Broadcasting, you will be able to schedule report delivery from the Broadcast menu.

  1. Ensure your report is Active (not in Draft Mode)

  2. Click on the Broadcast button in the main navigation menu.

  3. Click Create New and select the Broadcast option.
    Boardcast Report

  4. On selecting the Broadcast option the Broadcast window will open, providing you with the following options.
    Boardcast Report

  5. A Broadcast email can only be sent if recipients have been defined. One or more recipients can be selected for a Broadcast.

    1. Click in the Recipients box.

    2. From here you are able to search through Users, Groups, and Reports, or type in an external email address (External Email address function depends on your license options)
      Boardcast Report

  6. Enter the text you wish to use for the Subject line in your email

  7. Enter the text you wish to use for the Body of your email

  8. Select the format you wish the report to be sent as, from the list (HTML, PDF, CSV, DOC, XLS, RTF, TXT) and List To Report
    Boardcast Report

  9. The last step is to define the schedule for your Broadcast

    1. Select frequency.

      1. Depending on the option selected here, you may be required to provide further details. For example, if Fortnightly is selected, you will be prompted to select either the first or second week of the fortnight to send in, as well as the day of the week.

    2. Apply Advanced Settings (if required)

      1. Should you need to set the Time Zone and local time for delivery, select the Advanced settings check box and define those.
        Boardcast Report

  10. Click the Submit button to complete the broadcast setup.