To run the report:
-
Navigate to the reports menu and select the Services report
-
Click Schedule New Services report.
-
Enter a name and select the offices you wish to include in the report.
-
Complete the schedule details by entering a frequency, day(s) of the week and a time.
-
Choose a run until date.
-
Select a date range of current, previous or next.
-
Select Service types: You can choose to select all services or select specific ones.
-
Choose your output options: You can select CSV, PDF or both.
-
Under Report Sections, you can select the fields you want to include in your report. The default will be to select all. Untick the boxes to deselect.
-
Finally, select the email(s) of the recipients you would like the report to be emailed to.
