Reports Tab : Recurring Reports : Defining a Recurring Document Summary Report
Defining a Recurring Document Summary Report

To define a Recurring Document Summary Report

1
Click the Reports tab > Setup Recurring > Document Summary Report.

The Recurring Report Document Summary page opens.

2
Type or select the criteria for the report (see “Recurring Document Summary Report Field Descriptions” on page 94).
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Status and Frequency
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Accounts on which the report should be run
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Format, display, column, and delivery options
3
Click Save.

The report is delivered at the requested frequency using the requested delivery method.

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“Data, Format, and Example” on page 86
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“Retrieving Files from the FTP Reports Directory” on page 85
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“Viewing Recurring Reports in Document Tracking” on page 96
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“Stopping a Recurring Report” on page 97

View or print a User Guide PDF


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