Select the accounting reports

Introduction

Accounting reports can be sent automatically by email, if:

Option [Email accounting reports automatically] is enabled,
The scheduled task is configured, and
One or more accounting reports are selected in dialogue [Accounting reports].

In this dialogue, you have to select which reports you want to attach to the email. You have to configure the required email settings and the task settings in dialogue [Email accounting reports automatically].

You can manage the accounting reports in workspace [Reporting].

Procedure

Click [System] - [Accounting and reporting] - [Reporting] - [Accounting reports].
Select which reports you want to attach to the email. You can select one or more reports.
The report filenames (*.rpt) are displayed in this dialogue. However, the report titles are displayed in workspace [Reporting]. It is recommended that the filename and the title of a report are similar when you create a new report.
Click the report to configure the report settings.
1. [Attach the report]
  
  The report is attached as a file to the email.
2. [Add hyperlink to report to the email]
  
  A link is added to the email. Click the link to open the report on the server.
3. [Overwrite existing report]
  
  You can keep all versions of this report, or you can overwrite any existing reports on the server.
4. [Delete existing report automatically]
  
  Enable this option to automatically delete the report on the server when a new report is generated. You can type a value in the spinbox for the number of days.
Click [Save].

Advanced search

Select the accounting reports

Introduction

Procedure