Welcome to the GoRev Report Scheduling Tutorial. In this tutorial, we will focus on the process of utilizing the Report Scheduling Module in GoRev.
As a GoRev User, the Report Scheduling Module will allow you to send Reports on a customized, weekly schedule. In order to navigate to the Report Scheduling Module, first, begin by clicking on the Reports button in the GoRev Homepage Toolbar.
After the Reports and Workflows window appears on your screen, please click on the Scheduled Reports button in the Reports and Workflows Toolbar.
At this point, the Report Scheduler window will be visible. As a GoRev user, you will have the ability to Create New Report Schedules, Edit Existing Report Schedules, and Delete Unwanted Report Schedules in the GoRev Report Scheduling Module.
In order to create a New Report Schedule, first, begin by clicking on the “New” button in the Report Scheduler window.
Once the New Report Schedule window becomes visible, please search for the Report that you require using the Search Field in this window.
After entering this information, please begin creating your customized, weekly schedule by clicking on the Day or Days that you require from the list present on your screen.
Note: If you would like to send the Report on a daily basis, please click on the “Everyday” checkbox in this window.
Next, please select a Time for the Report to be sent using the corresponding field provided.
After selecting the Time that you require, please utilize the “Schedule for User” field in this window to search for and select the User who will receive the Scheduled Report.
Now, in order to finalize the creation of the New Report Schedule, please click on the “Save Schedule” button present on your screen.
In addition to creating New Report Schedules, as a GoRev user, you, also, have the ability to edit Existing Report Schedules in this module. To begin, please select the Report Schedule that you require from the Your Scheduled Reports list in the Report Scheduler window.
Next, click on the “Edit” button present in this window.
At this point, the “Edit Schedule” window will appear on your device. To continue, please Edit any of the information in this window that you require.
Once you are satisfied with the edited information, click on the “Save Schedule” button on your screen to finalize the Report Scheduling editing process.
At this point, the Edited Report Schedule will be present in the Your Scheduled Reports area of the Report Scheduler window.
Note: In the event that you would like to send the Report to the user immediately, first, begin by selecting the required Report from the list present on your device.
Next, click on the “Send Now” button in this window.
Lastly, once the “Sending Report” window becomes visible, please click Yes to finalize the Send Now process.
Once the Scheduled Time for the Report to be sent has been reached, the Recipient will receive an email from No Reply at the email address currently on file in GoRev for that User.
In order to successfully access the Scheduled Report, you must first create your Email Attachment Password. First, begin by selecting your Username in the top right corner of your GoRev window.
At this point, the User drop-down should be present on your device. Now, click on Profile Options from the provided drop-down menu.
Once the User Settings window appears, please enter your Email Attachment Password. This password is required in order to successfully open your scheduled report.
In order to finalize the creation of your Email Attachment Password, please click Save Profile to save the newly entered password.
After receiving an email from No Reply, please begin the Report Retrieval process by clicking on the “Attached File”.
At this point, an Attachment Drop-down will appear on your screen. To continue, please click Open to open the attached report file.
Once the Compressed Report File becomes visible, double click on the provided report file.
Now, please enter your Email Attachment Password into the Password Needed window and click Ok.
At this point, the View Download window should be present on your screen. To continue, click on the Open button in order to successfully open the Scheduled Report.
Note: You will have the ability to Save the report by utilizing the Save button provided.
In addition to editing Existing Report Schedules, as a GoRev user, you, also, have the ability to delete Unwanted Report Schedules. To begin, please select the required Report Schedule from the Your Scheduled Reports list in the Report Scheduler window.
Next, click on the “Delete” button in this window.
At this point, the “Deleting Schedule” window will appear on your device. In order to finish deleting the selected Report Schedule, click Yes.
If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 or by email at firstname.lastname@example.org
Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.