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How do I change the settings for a scheduled emailed report?

Last Updated: Jan 07, 2015 03:42PM GMT

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:

  1. Within Trackpal in Excel, click on the Projects button in the Account Management group.
  2. Select the relevant project from the Project drop down list.
  3. Click on the Reports tab.
  4. Select the report that needs adjusting from the list.
  5. Click on Edit report settings in the Tasks list on the right.
  6. Edit the relevant settings and click OK.

To set which jobs this report requires:

  1. Click on Specify.
  2. Click on Set.
  3. Check which jobs you require for this report.
  4. Click OK.
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