The SaaS Alerts Report Module Allows Partners to Customize Report Schedules for each Customer
- Log into SaaS Alerts Manage and select Reports to access the Report Module
- Select Scheduled Reports
Create a new scheduled report
- You will see any existing scheduled reports in the Main Screen for Scheduled Reports
- Select the New Schedule Button to Create a new Report Schedule
- Select Schedule Type whether is a Recurring or One time schedule and the Frequency of the Report such as Daily, Weekly, Monthly, Quarterly, Yearly.
Note: When choosing Recurring, this will send the report at the beginning of the preferred frequency at 12:00 AM UTC time zone. Example: Scheduled Weekly reports will be send every Monday at 12:00 AM UTC.
- Report Details - Reports are listed in two categories, Organization and MSP Only
- Select the Report(s) you would like for the Customer Organization.
- Select the Organization you would like to Report on
- Select the Recipients you would like to have Report(s) emailed to
- Click on the Save Button when finished
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