Tip #182 - How to Schedule Monthly Reports
The ability to have reports automatically generated and emailed to yourself (or anyone else) on a schedule that you select, is one of the great tools available in SmartAdvocate.[1]
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For the “30-Day Reports” you will enter 30 in the Days From and 0 (zero) in the Days To, for the “31-Day Reports” you will enter 31 in the Days From field and 0 (zero) in the Days To field, and the appropriate number for the February 28th and February 29th Reports.
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[1] Here we will be focusing primarily on the scheduling of the report and not so much the various filters that can be applied depending on the information you want in the report.