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Scheduled reports

This feature allows you to receive reports the program will automatically generate according to the schedule by e-mail at the specified time. To activate and configure this feature, select "Edit - Preferences..." and switch to the "Scheduled reports" page (fig. 16).

 

scheduled-reports-options

Fig.16 Scheduled reports configuration

 

Activate scheduled reports – enable/disable scheduled reports.

 

The "Send reports" group allows you to specify when the reports will be generated, at what time and in what format they will be sent, data for which interval they will include.

 

Recipients – the field contains the list of addresses the message with attached report files will be sent to. You can specify several addresses separating them with a semicolon.

 

The "Included reports" list contains the list of reports that should be generated and sent. This list is based on the list of your favorite reports. So you need to create the list of your favorite reports first and then import it to the list of scheduled reports by clicking the "Import" button. Here you can leave only the ones you need in the list of scheduled reports. You can use the popup menu to delete a report from the list.

 

E-mail settings

 

For the report to be sent, you should specify the e-mail settings. To do it, open the "Email settings" page (fig. 17).

 

email-options

Fig.17 E-mail settings

 

Messages are sent via the SMTP protocol that is standard for sending e-mail. That is why you should open access for sending e-mail for the program in your firewall. The program sends all messages using the sender data that you can specify in the "From address" and "From name" fields.

 

Specify the mail server address in the "SMTP host" field. If the server uses a nonstandard port, specify it after a colon: www.aggsoft.com:2525

 

User name – SMTP server username. Usually, it is the e-mail address of the following type: yourname@yourserver.com;
Password – SMTP server password that usually coincides with the mailbox password.



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