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page	Reports and Analytics

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title	Docupace Analytics

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title	Docupace Standard Reports

To schedule a report to generate automatically on a regular basis, proceed as follows:

Tip
Tip: In order to have a default e-mail for scheduled reports, make sure to have a valid e-mail address specified in your report user preferences.

1	To access reports, navigate to Administration > Reports.
2	The system displays a list of report groups and their descriptions. To access specific reports, click on the group name.
3	The list of reports in the group appears. To open a report, click on the respective link. Note: If a report requires search parameters, the corresponding search page opens. Some reports are run directly without additional parameters, in such case the resulting report is shown.
4	Run the report once. Then scroll to the bottom of the screen and click one of the Schedule Report links or the Schedule button.
5	Schedule Options are opened. You may choose: Description - a name by witch to recognize your scheduled report Schedule Type - how often to run the report automatically Start Date - when to start running automatic reports Start Time - at what time the report will be run and sent out Export Type - the format of the file, that will be exported Delivery Method - e-mail or Save to a file that can be accessed later Recipients - your e-mail address and any additional addresses, that should receive the report Click Submit, when all options are filled out.
6	The options are saved and a list of all scheduled reports appears. To change selected options for an export, click the Update link at the end of the row. You can also access this list at any time, by clicking Scheduled Reports in the top toolbar.