Schedule Reports in Jet Hub
Overview
Using the Scheduler feature of Jet Hub, you can easily set one or more of your Jet Reports to run on a monthly, weekly, daily, or even more frequent basis and be distributed via email.
Access anywhere: You can create and manage your scheduled tasks from any internet-connected device through a simple web browser. You do not need to have Excel open on your local computer.
Fast to configure: Administrators can easily setup the web-based scheduler by providing SMTP settings. The scheduler runs on the server 24/7, eliminating the need to configure user permissions on your local computer.
How-To Video
Scheduling a Report
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After signing in to Jet Hub , select Scheduler > New Task. The New Schedules Task screen is displayed.
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On the Schedule tab, provide a descriptive name, and set the required options for your task and select Save. In this example, we have scheduled the Top Customers task to run each Monday at 9:15 am.
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Go to the Reports tab and use the Add report... drop-down to select the specific report(s) you want this task to refresh.
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The selected report(s) will be listed and any associated default parameters will be displayed under Report Options.
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If you wish to have the task automatically email the completed reports to one or more recipients, select the Email Distribution tab and enter the To addresses, Subject , and Body for the email.
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Select the Save button.