Setting Up Auto Run Reports

Setting Up Auto Run Reports

Navigate to "Reports" and select "Auto Run Setup".

On the following screen, click "Add Auto Run".

Now, name your Auto Run report. Be descriptive in case you need to go back and edit the settings later.

Then, select a category from the "Report Type" dropdown, and choose a specific report from the "Report Name" dropdown.

Then, choose your filter settings. The available options depend on your software version.

Click "Next".

In the "Run Options" section, select “Email”, “Export”, or “Print” from the "Output Type" dropdown.

If you select “Export”, the report will automatically save to your network at the drive location defined in the administrative settings.

To include information from all networked KeyTrak systems, select the “Network Report” option.

Under "Frequency Settings", choose when you want the report to run.

If you’re printing or exporting your report, select "Save". If emailing, click "Next".

Add report recipients by searching for users via email address or KeyTrak username.

Then, click "Save".