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Scheduled Reports Deliveries
Scheduled Reports Deliveries

How to schedule report deliveries to email on a Monthly, Weekly, Daily or Custom recurrence.

Updated over a year ago

Toolio allows you to arrange for report deliveries via email to yourself or selected emails on a time basis of your choosing. Scheduled reporting in Toolio can be easily configured, customized and adjusted!

Enabling and scheduling report deliveries:

  1. Select the view you would like to enable scheduled deliveries for

  2. Chose the menu (3 dots) in the upper right hand corner

  3. Click “Scheduled Email Deliveries”

  4. Chose the following options

    1. Name

    2. Recurrence

    3. Time

    4. Email recipient list

    5. Format

    6. Save

You are able to test the scheduled reporting by entering the recurrence, time, email recipient list and selecting the test now button. This will send the selected report to your selected recipient list at that moment.

Scheduled report deliveries will look as follows:

Enabling and Scheduling Deliveries from Master data:

Similarly to scheduling automatic report deliveries, you can now schedule deliveries from master data. To do so:

  1. Enter master data, in master data, you can schedule a delivery of all the data from a given feed, such as purchase order, or create your own views using filters and groupings.

  2. Select the 3 dots in the upper right-hand corner.

  3. Select "Schedule Report Deliveries"

  4. Fill out the Schedule Report Deliveries menu as shown above.

Managing Scheduled Report Deliveries in Settings:

  1. Access your settings by clicking on your profile and selecting “settings”

  2. Chose “organization” and then select “scheduled email deliveries”

  3. Here you will be able to see the ID of the scheduled email, when it was last updated or created, scheduled times, last run time as well as recipients.

Deleting Saved Scheduled Reports:

To delete a scheduled report, right click, select system displays and choose “delete and export options”, select delete.

Exporting report as a PDF:

Open the view that you would like to export, select the 3 dots on the right hand side, choose “Export PDF”, the system will send a PDF version of the report to the users email inbox.

File Size Limitations

Please note that files larger than 30 MB will be delivered via a download link vs an attachment.

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