Matrix Support

Scheduling a Report

Users can now setup a favorite report to be emailed to you automatically based on a set schedule. Among the features of the Scheduled Reports are:

  • Any day of the week, for set day parts within a day, in .CSV or .XLS format. Simply create a favorite for your Report or modify any existing favorite.
  • Monthly with popular options like First Monday of the Month, Last Friday of the Month, First Day of the Month, Last Day of the Month, Specific Day of the Month.
  • If you schedule multiple Reports for the same time frame (Day of week + time of day) we will send a single email with each of the Reports within it.
  • It should be understood that the time of day is the preferred time of day you wish to receive the Report. 
  • If it is critical that you receive a report at 10:00 AM for a meeting, you might want to schedule it for the time slot prior to the one containing 10:00 AM. 

To setup a Scheduled Report, you will either need to modify a current Favorite Report or create a new one. To do this:

  1. Configure and run the report you want to save as a favorite.
  2. Once the report has run, there is the Favorite icon that will allow you to click on the Star icon to save the report.
  3. After clicking, you will be prompted to save the report as a New Favorite or to Overwrite an Existing Favorite

4. Enter the details for the report name and the information on the schedule of the report.

Receiving a Report

  • That email will contain a summary of the first 5 rows based upon your sort order and then a link to download the rest of the Report(s) in the format that you requested upon configuration.
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