Flash PARCS: Report Scheduling

Modified on Thu, 26 Oct 2023 at 03:48 PM

REPORT SCHEDULING


Save time by scheduling automated reports. This article covers how to set up a report that can be emailed to you plus additional recipients. 


The reports will be automatically emailed to the email credential used to log into the Flash Admin portal. If not using a valid email as your username, use the BCC field to enter your valid email address. 



1. Go to https://portal.flashvalet.com and log in to the Admin Portal.


2. Select the Reports tab on the left menu and click the Scheduled Reports tab on the top menu.


3. Select a report to schedule from the list of Available Reports. 


4. Select the report parameters.

  • Time zone
  • Frequency
    • Daily - Select a Time of day to receive the report.
    • Weekly - Select a day of the week and time.
    • Monthly - First, Second, Third, Fourth, or Last day of the month.


Note: Scheduled reports will send the previous date's data unless scheduling a "Right Now" report. 




    5. Include any additional email addresses in the BCC Report To box and select Save to schedule report.

  • Any email address can be entered in the BCC Report To field, it does not require a Flash User account. 


The reports you have scheduled will be visible to only you in the top section, "Scheduled Reports". To edit or delete a scheduled report, select the report from this list and click Delete. 




 

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