Packages

Use the Packages pages to build custom report packages. Use the report designs, filters, and styles you have created and put them together into a single report package.

Create a Report Package

Select Reports from the main menu.
Select Packages and select Add.
Add >> Package window displays.
Example:
Type a Name.
Select a Design from the drop-down list.
Select a Filter from the drop-down list.
Select a Style from the drop-down list or use the Default.
Select Save.
Window refreshes and displays Packages options.
Example:

Note: If you selected an existing package instead of Add, you can use the existing package information to build a new package.
Select Deliveries + Add. This schedules the report to run automatically and have an email sent to the subscribers you choose.
Add >> Delivery window displays.
Example:
Type a report Name.
Select Schedule.
Select the Effective: start and end dates.
Select the Type: REPORT: ALWAYS send or ALERT: Only send if containing data.
Select Format: Html Email, PDF Attachment, CSV Attachment, TXT Attachment, JSON Attachment, XML Attachment.
Select Frequency: Daily, Weekly, Monthly, Yearly.
Important: Depending on the frequency selected, the Add >> Delivery window refreshes. Enter the additional frequency information requested.
Select Times report is sent.
Select Save.
Message indicates delivery information is saved.
Packages window under Deliveries updates and displays delivery information.
Example:
Select subscribers on far right of Deliveries.
Edit >> Delivery window dispalys.
Example:
Select the Subscribers Tab.
Select the Scope and select New Recipient. Select Add.
Window refreshes and the subscribers who will receive the package email display under Recipients.
To disable a subscriber from receiving the email, select the subscriber and select the Toggle Enabled button.
To delete a recipient, select Remove and the recipient is removed.
Select Close when finished.
Number of subscribers displays on Packages window under Deliveries.
To add additional schedules and deliveries, click Add next to Deliveries.
To add additional Packages, select Add on the top of the window.