RightFax 16.4 introduces a new feature to reporting, Scheduled Reports. If you find yourself with the need to run a specific report on a regular basis, you can now set your report to run on a schedule. Let’s go over this with a quick demonstration of how this new feature works.

In Enterprise Fax Manager, click on “Reports” and then go to “File” and select “Schedule Report”. Select the report that you want to schedule, in my case, I’m going to select the “Automation Outbound Day” report. Now, set the schedule for your report. For this demonstration, I’m going to set it to run “on a schedule”. We’ll leave the output type here as PDF but notice here that we do have other options for Excel, HTML, Crystal Reports and finally, Microsoft Word. I’m going to set my report to run on the past 30 days. Now set the schedule, here I’m going to select weekly and set it to run every Friday. For my Time to run the report, I’m going to set it for 2 minutes from now. We can select when we want this report to start. Since I want my report to start today, I’m going to leave the “Start on or after” section alone. Finally, I’ll select “End after” and set that to next Friday. Keep in mind that these report files will take up space on your RightFax Server’s hard drive, so you’ll want to be cautious about generating too many report files over a period of time. Click “ok” when you’re done.

Ok, my report should be finished by now, so we’re going to show you where to find the report. We’ll click on the Windows Explorer folder on my taskbar and then browse to my RightFax installation directory. In my case, it’s the default location of C:\Program Files (x86)\RightFax There’s a new directory here that gets created after you run your first report and it’s called “REPORTS”. Open that up and you’ll see individual folders containing each scheduled report that’s been generated. If we go into this folder we see our report and there’s also a log file that shows details on when the report was run and if it was successful in generating it. If we open our PDF here, you’ll see the data that the “Automation Outbound Day” report contains.

That’s it for Scheduling Reports in RightFax 16.4 As always if you have any questions about this topic or any topic in the world of faxing let us know at The Fax Guys, we are always happy to help.
This is Michael with RightFax University saying thank you for watching and please visit us again. The RightFax University is a work under continual progress and we update often.