Creating delivery times

Prerequisites

  1. Creating reports
  2. Creating new recipients

Procedure

  1. On the Reports tab, click Delivery Times.
  2. To create a new delivery time, click New.
  3. Type a delivery time Name, for example, Daily Safeguarding Report.
  4. From the Type list, select either a specific date, day of the week or month:
    • If you selected "Date", from the Date picker select the date that you want the report pack to be sent.
    • If you selected "Day", select the day or the days of the week that you want the report pack to be sent.
    • If you selected "Month", select the day of the month that you want the report pack to be sent.
  5. From the Time entry, type the time that you want the report pack to be sent.
  6. Click Save.

Follow-up tasks

  1. Adding custom pages
  2. Scheduling reports