Create email reports (one-time and recurring)

To manage your recurring reports, choose MONITOR > Recurring Reports.

How to

  1. Select the Create Email Report tab.
  2. In the Report Name field, enter a name for the report.
  3. In the Email Address(es) field, enter the email address or addresses to which you would like the report sent. You can enter up to ten addresses.
    Delimit multiple email addresses with commas, semicolons, or line breaks.
  4. From the Send drop-down menu, select one of the following formats for the email report:
    • Current report, in HTML format.
    • Current report, in CSV format.
    • Current report, by CP Code, in CSV format.
    • Current Response codes report, in CSV format.
    • Current CP Code Summary report, in CSV format.
  5. From the Recurrence drop-down menu, select the frequency with which you would like to receive the email report:
    • Send now. Receive the report only once.
    • Daily. Receive a recurring report on a daily basis.
    • Weekly (Sunday - Saturday). Receive a recurring report each week with data from the previous Sunday through Saturday.
    • Weekly (Monday - Sunday). Receive a recurring report each week with data from the previous Monday through Sunday.
    • Monthly. Receive a recurring report each month.
  6. In the CP Code(s) list box, select the CP code or codes for which you would like to produce reports.
  7. Select the reports’ start date and time (used only for Send now recurrence option).
    1. In the Start Date field, enter the date on which you would like the reports to begin. Alternatively, click the Show Calendar button to select the date from a graphical calendar.
    2. From the associated drop-down menu, select a time at which you would like the reports to begin.
  8. Select the reports’ end date and time.
    1. In the End Date field, enter the date on which you would like the reports to end. Alternatively, click the Show Calendar button to select the date from a graphical calendar.
    2. From the associated drop-down menu, select a time at which you would like the reports to end.
  9. Click the Send EMail Report button
    The report or recurring report is generated.