Adding or Editing Saved Report

You can set up a Robot Schedule report and save the setup so you can print it whenever you need to. You can also schedule it for printing.

For most reports, you can specify selection criteria, such as a date range. The criteria that's available varies depending on the report you choose.

To add or edit a report:

1. In the Navigation Pane, clicktap Reports under the Robot Schedule menu. If the menu is hidden, hover over the Navigation Pane to expand it.

2. To add a new report, clicktap Add. Then, select the report you want to set up.

   To edit an existing report, find it and clicktap its row.

3. Enter a Name and Description for the report.

4. Slide Shared to "On" if you want others to be able to work with and use this report.

5. Enter the Selection Criteria.

6. Enter the Print Options.

7. ClickTap Save.

You can now print the report immediately or schedule it for printing.

 

Reports overview (descriptions)

Reports list

Scheduling reports

Deleting reports