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Difference between revisions of "MySmartOffice - Schedule a report"

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(Created page with "#Log in to MySmartOffice. #Click the '''Info Center '''pane. Kaseya click info center 1.png <ol start="3"> <li>Go to '''Repor...")
 
 
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<ol start="6">
 
<ol start="6">
<li>Click the '''Filters '''tab:<ol style="list-style-type:lower-alpha;">
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<li>Click the '''Filters '''tab:<ol start="1" style="list-style-type: lower-alpha;">
 
<li>Select the organization from the '''Organization''' dropdown list.</li>
 
<li>Select the organization from the '''Organization''' dropdown list.</li>
 
<li>Select the machine group from the '''Machine Group '''dropdown list.</li>
 
<li>Select the machine group from the '''Machine Group '''dropdown list.</li>

Latest revision as of 14:57, 17 March 2017

  1. Log in to MySmartOffice.
  2. Click the Info Center pane.


Kaseya click info center 1.png


  1. Go to Reporting > Reports.

 

Kaseya click reports 1.png


  1. Select a report section.


Kaseya click report section 1.png


  1. Click Schedule.


Kaseya click Schedule 1.png


  1. Click the Filters tab:
    1. Select the organization from the Organization dropdown list.
    2. Select the machine group from the Machine Group dropdown list.
    3. Click the magnifying glass to search for the machine id.
    4. Select a view from the Select view dropdown list.
    5. Select a language from the Language dropdown list.


Kaseya click Filters 1.png


  1. Click the Schedule tab:
    1. Set the recurrence and schedule for report.


Kaseya click Schedule tab 1.png


  1. Click the Distribution tab:
    1. To add users to the report distribution list, enter each email address in the Additional Emails field, separate emails using semi colons.


Kaseya click Distribution tab 1.png


  1. Click the General tab:
    1. Select the report format and paper size.
    2. Compose a message if desired.
  2. Click Submit.


Kaseya click General tab 1.png


The report is now scheduled.