If you need to change the settings for a scheduled emailed report, such as the recipients (adding an email address), the report template, schedule or which job(s) it uses, follow these instructions:
- Within Trackpal in Excel, click on the Projects button in the Account Management group.
- Select the relevant project from the Project drop down list.
- Click on the Reports tab.
- Select the report that needs adjusting from the list.
- Click on Edit report settings in the Tasks list on the right.
- Edit the relevant settings and click OK.
To set which jobs this report requires:
- Click on Specify.
- Click on Set.
- Check which jobs you require for this report.
- Click OK.