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ETIX UNIVERSITY

Report Scheduler

Last Updated: Jun 08, 2017 12:32PM EDT
The Report Scheduler feature allows you to schedule your favorite reports to run automatically, then be delivered directly into an inbox.

Note: The scheduler may not be available on all reports at this time.

Current reports at the Organization Level:

Organization Box Office Sales Report
Organization Allocation Report

Current reports at the Venue Level:
Detailed CoAudit
Detailed Event Series Audit
Sales by Day 
Venue Box Office Report

Current reports at the Performance Level:
Ticket Snapshot
Detailed Audit
Sales by Day

Click Here to view the How to Video on Report Scheduler.

Locate the report
Click Subscribe to Report to Create New Schedule

A. Enter the desired email address(es) to send the report to. Use the + sign to add additional email addresses. 
B. Select Frequency.  
You can select to schedule reports be sent hourly, daily, weekly or monthly.



If you select Hourly:
Note: Report data will reflect the previous hour
A. Select how often to send the report
B. Select when to start sending the report
C. Select when to stop sending the report
D. Check to use cumulative data for report
E. Schedule report



If you select Daily:
Note: Report data will reflect the previous 24 hours
A. Select when to start sending the report
B. Select when to stop sending the report
C. Select what time you want the report to be sent
D. Check to use cumulative data for report
E. Click Schedule Report



If you select Weekly:
Note: Report data will reflect the previous 7 days
A. Select which days you would like to receive the report.  Selected days will turn orange.
B. Select when to start sending the report
C. Select when to stop sending the report
D. Select what time you want the report to be sent
E. Check to use cumulative data for report
F. Click Schedule Report



If you select Monthly:
Note: Report data will reflect the previous month
A. Select when to start sending the report
B. Select when to stop sending the report
C. Select what time you want the report to be sent
D. Select the day of the month to send the report
E. Check to use cumulative data for report
F. Click Schedule Report


If Use Cumulative Data for Report is Checked report data displayed is the sum of all prior scheduled reports.
For example, if you select to receive the report daily for the next 5 days (March 1 - 5):
Day 1: Receive the report including data for March 1
Day 2: Receive the report including data for March 1 - March 2 (cumulative)
Day 3: Receive the report including data for March 1 - March 3 (cumulative)
Day 4: Receive the report including data for March 1 - March 4 (cumulative)
Day 5: Receive the report including data for March 1 - March 5 (cumulative)

If Use Cumulative Data for Report is Unchecked report data displayed is for that report time only.
For example, if you select to receive the report daily for the next 5 days (March 1 - 5):
Day 1: Receive the report including data for March 1
Day 2: Receive the report including data only for March 2
Day 3: Receive the report including data only for March 3
Day 4: Receive the report including data only for March 4
Day 5: Receive the report including data only for March 5


View Active Email Schedules

Click User Name to expand


Click User Preferences



Click Scheduled Reports



All active email schedules will display.


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