System Maintenance Menu -> Configure System Settings -> Automatic Job Scheduling -> Function TXER01 -> emails Subscribed Reports
Automated reporting selections can be setup for specific
customers that use the Portal to send the report output
directly to the customer's email address as defined in Customer Information.
These reports can be generated at a specified number of days before
the month end.
Note: To activate this feature the cronjob TXER01 must be setup in Automatic Job Scheduling to run daily.
The prompts are:
In the event that a report needs to be re-run within the current
month, this date can be removed or back dated.
The frequency that the software will check this date field for last
run date and when next due to be run, is controlled by the cronjob
that must be setup in Automatic Job
Scheduling to run the program TXER01 daily.
Note: Only Portal licensed companies may subscribe to these auto-generated reports for their own firms, and so reports are not auto-generated for Child accounts unless the Child company is registered with Portal in Portal Customers.
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