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The administration area within EnergySteward.com provides a
global report scheduling tool. Any of the reports (defined within
the system) can be setup within this global scheduling tool. When
setting up a report schedule, the report, it's frequency and its runtime
parameters are defined. The scheduled report can then be assigned
to report schedule groups (contact individuals) for distribution. EnergySteward.com
provides for setting up these report schedules and groups. The following
characterizes some of the options available within the EnergySteward.com
administration reports 'Scheduled Reports...' area:
- An unlimited number of report schedules can be setup.
- Any report within the system can be setup within the global
report scheduler.
- A comprehensive list of available reporting frequencies (defines when the
report will run).
- An unlimited number of report schedule groups can be assigned any given scheduled report.
- Contact individuals within a schedule group do not have to have
login privileges to be a recipient of a scheduled report.
- Scheduled reports will auto distribute the reports via email to
contact recipients.
- Options exist to distribute reports via fax (note: this option
involves additional hardware/software costs, if required).
- Copies of distributed reports are stored in all contacts electronic
'correspondence' folders in the system.
All of the items above can be accessed from within the
EnergySteward.com administration reports 'Scheduled Reports...' area. Click on the thumbnail images
(below left) to see a few sample screen shots. |