Downloads

Select the Downloads option from the list (as shown in the figure), and it will redirect you to the downloads section. 

Download reports as per the requirement, select the report and its size, schedule frequency, and enter the email id to send the report. It can be made automatic or manual. 

Step 1:

Click on the (+) icon at the top right corner of the screen to view the list of reports.

Step 2:

After clicking on (+) icon, a dialog box with reports will appear. Search the required report name in the search box.  

Step 3:

After searching for the required report to be downloaded, select the size/number of records you want in the report. Click on the (+) icon to add the report to the download list.

Step 4:

Now the report you want to download will be added to the download list. Click on the (+) icon to start downloading. After a few seconds, the (+) icon will change to the download icon as the report will be downloaded. 

Step 5:

Please check the ‘Auto Refresh’ check box on the right corner of the download list, for further downloads. It will automatically refresh the page and download the file/files immediately. 

Step 6:

The option to 'Schedule' the frequency of report download is also available. Frequency can be set in minutes, hours, days, months, and weeks.

Step 7:

The option to 'Email' a report download is also available. We can set To, Subject, Message, and attachment to be sent to email a report.