You can set your SIMPro reports to run in the background on a schedule of your choosing.
Existing reports
- Click Reporting on the navigation bar.
- Tick the report(s) you want to schedule and click Schedule:
- You will be asked if you want to run the report now or schedule the report:
- Choose the option to set a schedule and use the frequency/period dropdown to select when you want the report to run:
- Same day – every week
- Same day – every month
- Daily
- Last day of the month
- Last working day of the month
- First day of the month
- First working day of the month
- When you have set your schedule, click Finish to schedule your report.
- You can see if a report is scheduled or not by checking the Scheduled tab in the reporting table:
New reports
- Click Reporting on the navigation bar.
- Click Create.
- Follow the steps to build your report. When you get to the final section, it will ask if you want to run the report now or set a schedule.
- Choose the option to set a schedule and use the frequency/period dropdown to select when you want the report to run.
- When you have set your schedule, click Finish to schedule your report.
Note: You can add multiple email addresses to receive the scheduled reports; they just have to be an existing SIMPro user.