Overview

Any report within the Supplier Portal can be scheduled to be printed at a time chosen by you:

Select the required report from the menu and:

Click

Select the Frequency from the drop-down list

Once Only (ASAP) - this will generate the report once, almost immediately

Once Only - this will generate the report once, on the time and data specified

Each Week - this will generate the report each week on the days selected at the time specified

Each Month - this will generate the report each month on the day selected at the time specified

3 Monthly - this will generate the report every 3 months on the day selected at the time specified

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Select the time for report to be generated using At Time

Select the date for report to be generated using Starting On (click to choose a date from the calendar)

Specify the recipient(s) e-mail address(es) in E-mail To by selecting from the adjoining list or typing other addresses.  The report will be sent to these addresses.

NOTE: You can remove a recipient from the list simply by highlighting their e-mail address and pressing the Delete key.

Once you have set up your report schedule you can:

Click to save your schedule and add to the Scheduled Report section or

Click to undo any schedule changes and return to the report parameters

Once the schedule is saved the report will be visible in the relevant folder of the reports tree.

To change or delete a report schedule, first select it from the tree of scheduled reports and:

Click to display the details of the schedule

Edit the details and click to save changes or

Click to delete the schedule