Configuring reports

1. From the Embedded Web Server, access the configuration page for the application.

   Note: If prompted for a user ID, type admin.

2. From the Report Configuration section, adjust the settings.

   Note: For more information on each setting, see the mouse-over help.

3. Apply the changes.

Sample configuration

This configuration sends current and department usage reports to a network folder in CSV format every month at one in the morning, with accounting cycle starting every January. For example, reports for January are received on the first day of February.

1. From the Business year begins menu, select January.

2. From the Report Frequency menu, select Monthly.

3. From the Time of day text box, enter 01:00.

4. From the Report Type menu, select Both.

5. From the File Format menu, select CSV.

6. From the Report Destination menu, select Network Share.

7. From the Network Share Settings section, and then do the following:

   1. From the Network Share Address text box, type \\server_name\network_folder\, where server_name is the server that the network folder is located, and network_folder is the name of the shared network folder.

   2. From the Domain text box, type domain name.

   3. From the User text box, type administrator user name.

   4. From the Password text box, type administrator password.

8. Apply the changes.