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task_generate_reports.html
reports, generate reports
Provides information to generate reports.

Generate reports

You can generate reports immediately or schedule a report to be generated on a weekly or monthly basis. The reports can be generated in different formats. Based on the report selected, the available formats are displayed.

About this task

  • You cannot edit the reports in Digital Advisor. You should delete the existing report and create a new report.

Steps

  1. From the left pane, click Reports.

  2. Click Create Report to generate a new report.

    You can generate a report immediately or you can schedule the report to be generated on a weekly or monthly basis.

To generate a report immediately To schedule the report to be generated on a weekly or monthly basis

  1. Select the type of report and provide the requested values for the report.

  2. Select the format of the report.

  3. Click Submit.

Note
 The report is saved in Digital Advisor for 3 days.

  1. Click the Schedule Report tab.

  2. Select the type of report and provide the requested values for the report.

  3. Select the format of the report.

  4. Select the frequency of the report.

  5. Select the start date and end date for the report.

  6. Click Submit.

Note
 The existing scheduled reports will be replaced when the new reports are generated.