In VIPER Metrics, there is the ability to schedule Reports. This may be helpful for automatically creating and emailing Daily Shift Reports, weekly meetings or presenting Data to Management, Clients or Suppliers.
To begin, select "REPORTS" under menu.
Next, select "SCHEDULED REPORTS" at the top right hand side.
A list of all scheduled reports will be shown. To add a new schedule select "+ SCHEDULED REPORT".
A popup will appear, follow prompts to complete.
Tip: Ensure the time for when report runs to be after the end of the period you are reporting on. This will ensure all data for that period has time to be loaded into the system.
NOTE: If multiple Projects are selected, a new Report is generated and emailed for each Project.
Select complete at the bottom right hand corner to save.
This report will be generated and emailed out to recipients based on the Projects they have access to. To see who is on the recipient list, select the "RECIPIENT" icon. Even if a User is shown in the Recipients List, they will only recieve the report if the have access to the Project for that particular report.
To edit a scheduled report, simply select the Report name
