Access: City Regulators
Overview: Sending reports to the users within your system.
Reports can be sent from all sections, but in this case we're going to look at the Establishments section. Reports are sent as .csv files.
Generate your list from either a saved filter or a series of one time filters.
Once you have the list generated, just navigate to Actions and Send Report.
You will be given the option to either Send Now or Schedule Recurring Send.
Complete the Subject line for your report - this will appear as a the subject line in the email containing the report.
You can then select the Report Fields you would like included in the .csv file. Finally, select the Users you would like to send the report to. You can select any user that is currently in your SwiftComply system, including yourself.
If you selected Send Now, click Send Report and the report with the chosen fields will send immediately.
If you selected Schedule Recurring Send, you will have a few more required fields to fill out before sending your report:
You will be asked to specify the users to receive the recurring report, the start date of the report, and the desired frequency of the report (daily, weekly, monthly or yearly). Finally, select the time zone the report is being sent from.
Once all required fields have been filled out, select Send Report and your report will send at the time of clicking send, and on the frequency selected moving forward.