Selecting delivery options

Use the Delivery Options tab of the Add Job or Edit Job page to define the report output format and email options.

Steps

  1. Select the File format for the finished report.
    Format Description
    PDF Portable Document Format. Recipients must have Adobe Reader v7.0 or later to view the PDF reports.
    CSV Comma Separated Variable file. This can be opened in Microsoft Excel or another spreadsheet program.
  2. Define whether the report should display in Letter or A4 size.
  3. Define whether the report should be password-protected for secure delivery. If you select Password protected, enter and confirm a password that the report recipient must use to view the report contents.
  4. Edit the custom Subject and Body text for this job’s distribution email, if required.

    A list of reports in the scheduled job is included in the email message by default. If you remove this and then want to reinstate it at a later time, click Insert Report List.

    You can revert to the default text at any time by clicking Reset Email.

  5. Click Finish to save and implement the job definition, and display the Scheduler page.