View source for MySmartOffice - Schedule a report

#Log in to MySmartOffice.
#Click the '''Info Center '''pane.



[[File:Kaseya click info center 1.png|none|Kaseya click info center 1.png]]


<ol start="3">
<li>Go to '''Reporting '''> '''Reports'''.</li>
</ol>

&nbsp;

[[File:Kaseya click reports 1.png|none|Kaseya click reports 1.png]]


<ol start="4">
<li>Select a report section.</li>
</ol>



[[File:Kaseya click report section 1.png|none|Kaseya click report section 1.png]]


<ol start="5">
<li>Click '''Schedule'''.</li>
</ol>



[[File:Kaseya click Schedule 1.png|none|Kaseya click Schedule 1.png]]


<ol start="6">
<li>Click the '''Filters '''tab:<ol style="list-style-type:lower-alpha;">
<li>Select the organization from the '''Organization''' dropdown list.</li>
<li>Select the machine group from the '''Machine Group '''dropdown list.</li>
<li>Click the magnifying glass to search for the machine id.</li>
<li>Select a view from the '''Select view '''dropdown list.</li>
<li>Select a language from the '''Language '''dropdown list.</li>
</ol></li>
</ol>



[[File:Kaseya click Filters 1.png|none|Kaseya click Filters 1.png]]


<ol start="7">
<li>Click the '''Schedule '''tab:<ol style="list-style-type:lower-alpha;">
<li>Set the recurrence and schedule for report.</li>
</ol></li>
</ol>



[[File:Kaseya click Schedule tab 1.png|none|Kaseya click Schedule tab 1.png]]


<ol start="8">
<li>Click the '''Distribution '''tab:<ol style="list-style-type:lower-alpha;">
<li>To add users to the report distribution list, enter each email address in the '''Additional Emails '''field, separate emails using semi colons.</li>
</ol></li>
</ol>



[[File:Kaseya click Distribution tab 1.png|none|Kaseya click Distribution tab 1.png]]


<ol start="9">
<li>Click the '''General '''tab:<ol style="list-style-type:lower-alpha;">
<li>Select the report format and paper size.</li>
<li>Compose a message if desired.</li>
</ol></li>
<li>Click '''Submit'''.</li>
</ol>



[[File:Kaseya click General tab 1.png|none|Kaseya click General tab 1.png]]



The report is now scheduled.