This article covers the following topics:
- How to schedule usage reports
- How to edit usage reports schedules
- How to disable and enable scheduled usage reports
- How to delete scheduled usage reports
How to schedule usage reports
To schedule usage reports, follow these steps:
1. Access the Usage Reports module, either by clicking the Usage Reports box, or by clicking the corresponding option from the side navigation bar.
2. If you clicked on the Usage Reports module, click on the Schedule option, or select Schedule Usage Report from the side navigation bar.
3. Click on the Create Schedule + button.
4. Fill out the required fields:
- Search: You can search by your company, your user domains, your users, or your IPs.
- Date range: Select the applicable date range for your report.
- Product: Select from the available RPost products.
- Service feature: You can narrow down results by searching for transactions where a specific service was used.
- Output data: The Summary option will only show number of transactions that match your search criteria. The Detail option will show very detailed information, including sender, recipient, subject, among others.
We recommend that you fill out at least these optional fields:
- File type: Select whether the report should be created as a CSV or XML file.
- Report delivery: Select how you wish to receive or view the report.
5. Fill out the Schedule fields. When ready, click on the Save Schedule button.
How to edit usage reports schedules
1. Click on the usage report name to access the schedule editor.
2. Modify the schedule as needed. You can also modify the recipients. Once ready, click on Save Schedule.
How to disable and enable scheduled usage reports
1. From the Usage Reports module, click on the Schedule option. Alternatively, you can click on the Schedule Usage Report option from the side navigation bar.
2. To enable or disable usage reports, simply check or uncheck the Enabled box.
How to delete scheduled usage reports
1. From the Usage Reports module, click on the Schedule option. Alternatively, you can click on the Schedule Usage Report option from the side navigation bar.
2. To delete usage reports, simply click on the red trash icon.