How To Email/Schedule a Report in hyALM
- Login to hyALM and navigate to Reports in the left sidebar of the app
- Set the Property(s) filter and Date Range
- Email the Report
- Schedule the Report
In this tutorial, you will learn how to Send and Schedule a Report in hyALM.
Step 1 - Navigate to Reports in hyALM
Login to hyALM and navigate to Reports in the left sidebar of the app
Step 2 - Select the Property Filter and Date Range
Set the Property(s) filter and Date Range
*Note: The default view shows all properties. You can filter the Report to reflect a single property or series of properties. You can also adjust the date range.
Step 3 - Email the Report
Email the Report: To do so, click the mail icon in the top right of the app then Email Report.
*Note: The report will send to the default email address or the email address you use to sign in to the app. Additionally, the emailed report will reflect the parameters you selected for the report: properties and date range.
Step 4 - Schedule Report
You can Schedule the Report also by clicking the mail icon.
- First, enter the email/s that will receive the recurring report in the Send to field.
- Second, select the day of the week in the Send Every field. The report will send on the selected day, every week at 6am.
- Finally, select the date range for the recurring report in the Send date range of field. You will have a choice of sending the Last week or the Last 30 days and click SCHEDULE.
Note: Changing any of the scheduling fields will permanently change the scheduled report until the next time you update a field.
You are now able to Send and Schedule a hyALM Report.
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