Scheduled Email Reports

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Users can create automatically exported and emailed reports on a schedule for defined users. After clicking the More button on the Contracts and Documents screen, click the desired list and then the Schedule button.

Select the Frequency from the drop-down at the top of the pop-up window. Adjusting the choice from Daily, Weekly, Monthly, and Annually will provide further detailed options below in the When and how often section. The table below illustrates these options. For the Daily, Monthly, and Yearly options, users will select from the parameters of either Option 'A' or Option 'B', but not both.

Selected Frequency	Option 'A'	Option 'A' Example	Option 'B'	Option 'B' Example
Daily	Every __ Day(s)	Every 3 Day(s)	Every Weekday
Weekly	Every __ week(s)	Every 2 week(s)	on: (Select from a drop-down of days Monday-Sunday)	on: Monday
Monthly	Day __ of every __ month(s) To choose the last day of each month, enter 31.	Day 15 of every 2 month(s)	The _____ (Select from a drop-down of First, Second, Third, Fourth, Fifth/Last) _____ (Select from a drop-down of days Monday-Sunday) Of every ____ month(s).	The third Wednesday of every 3 months
Yearly	_____(Month) _____ (Date) every ____ year(s)	January 31 every 2 year(s)	The _____ (Select from a drop-down of First, Second, Third, Fourth, Fifth/Last) _____ (Select from a drop-down of days Monday-Sunday) Of ____ (Select from a drop-down of months) every ____ year(s).	The first Monday of March every 2 years.

In the Email to: field, enter the users you would like to receive the reports. For multiple users, separate addresses by semicolon, (ex., test@gettingcontractsdone.com; example@gettingcontractsdone.com; contract@gmail.com). Check which columns you would like exported from the list in the Columns section. Results can be grouped and sorted from the respective drop-downs on the pop-up window.