How do I schedule a report?

In Capture Expense, administrators are able to schedule reports to be run and sent by email (PDF attached) on a recurring basis. To schedule a report: 

Navigate to Reporting 

1. Click on the Setup Cog. A dropdown appears. Select Settings.
2. From the Settings window, select the Reports tab. 

Schedule a Report  

1. Click on the add Report Schedule button. 
2. The Schedule Report window appears. 
3. Make sure that the Active checkbox is ticked. This ensures that the report runs. 
4. Enter a name for the report, and choose a subject to report on. For example, a Vehicle Checklist.
5. Choose how frequently the report runs. 
6. Include the email addresses of any recipients you would like the report to go to, in a comma-separated list.
7. Once you have completed setting up your report. Click save. 
8. The created report now appears in the reporting tab. 

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