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How To Set Up A Delivery Schedule On Custom Reports

Administrators can set up delivery schedule on custom reports to be sent to company or external users. To set up scheduled reports, follow the steps below:

 

1. Click on Insights at the top of the Dashboard to display the menu, and then on Report Builder. 

ValueLink Home Orders 12PM AVM Insights Accounts v Performance Analytics Reports and Scorecards Admin Appraisal (1124) Open Orders 1140 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Report Builder Active Revisions 172 5) Create New Order • Pending Payment 113 €9 Flagged Orders 90 Order Statistics Rush Orders 81 o O Cancelled Activities Top Valdors Vendors DEF Appraiser Active Late Search BPO (0) Due Today Category Client Vendor Reviewer 0 Past Due Date 846 @ Order Comments Order 648 428 387 2 6 BPM 1 oPM Followup 33 O Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser 143 27 22 19 19 18 18 14 109 18 20 19 18 17 16 14 12 Other My Expired Reminders Texas Appraisal Management 13 0 12AM ZAM 4AM 6AM SAM IOAM 2PM 4PM 6PM 80b Acme 10 High Risk Orders A Unread Vendor SMS

 

2. Select the report you wish to schedule a deliver for or you can use the navigation interface on the left to navigate through the report sections. 

All Clients Order Management Appraiser Management Accounts Receivable Accounts Payable QuickBooks Reports REPORT BUILDER Build Your Own Reports Search By Report Q Add New Report NOTE: Click "Add New Report" to create your own reports. To MODIFY, CLONE or DELETE an existing report, click the icon next to the reports Clients Appraiser Notes Appraiser Notes Client Revision Request Report Revision information Clients Active Orders Report this is a report l) Cloned Report 2 Avg Turntime Report - Lender ABC Client Unpaid Orders Clients Active Orders Report 2 comma test report

 

3. On the selected custom report click on the ellipsis to display more options. 

REPORT BUILDER Build Your Own Reports Search By Report Q Add New Report NOTE: Click "Add New Report" to create your own reports. To MODIFY, CLONE or DELETE an existing report, click the icon next to the reports Clients Appraiser Notes Appraiser Notes Client Revision Request Report Revision information Clients Active Orders Report this is a report l) Cloned Report 2 Fees Report Name Test DW Test DW Test Report Central State Wholesale Lender New Report Avg Turntime Report - Lender ABC Client Unpaid Orders Clients Active Orders Report 2 comma test report Incenter Test Report Test Data Test Data test Report turntine report 1 Wholesale Lender New Report

 

4. From the displayed options click on Set Up Delivery Schedule. 

REPORT BUILDER Build Your Own Reports Search By Report Q Add New Report NOTE: Click "Add New Report" to create your own reports. To MODIFY, CLONE or DELETE an existing report, click the icon next to the reports Clients Appraiser Notes Appraiser Notes Client Revision Request Report Revision information Clients Active Orders Report this is a report l) Cloned Report 2 Fees Edit Set up Delivery Schedule Clone Delete Avg Turntime Report - Lender ABC Client Unpaid Orders Clients Active Orders Report 2 comma test report Incenter Test Report

 

5. On the CREATE NEW DELIVERY SCHEDULE interface: 

Step One: Select Recipient(s) to whom the reports will be need to be sent to. 

CREATE NEW DELIVERY SCHEDULE FOR APPRAISER NOTES Design Report Ste 1: Select Reci ient s Company User(s) Other User(s) Type to search by name Type email to add

Step Two: Select the delivery frequency for the report either Daily, Weekly, Monthly, or Yearly. 

Step 2: Select Delivery Frequency Deliver Every Step 3: Select Other Details Schedule Name Select Select Day Week Month Year

Step Three: Selecting the format of the report and name of the delivery schedule. 

Step 3: Select Other Details Schedule Name Report Format Cl Excel Cl CSV

Step Four: Choosing the Method(s) of delivery. 

Step 4: Report Delivery options Delivery options Deliver Reports via Email Cl Deliver Reports via FTP

Step Five: A optional message can be added to the scheduled report up to 6000 words. 

Step 5: Additional Message (optional) Add an Additional Message for this scheduled Report 6000 of 6000 characters remaining

 

6. When all the data fields are completed or added you have the option to either Save the delivery schedule or Preview the report before you save the delivery schedule. 

Step 5: Additional Message (optional) Add an Additional Message for this scheduled Report Save Preview Report Cancel

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