General Information

• Reports can be run and displayed, printed and exported
• Types of report:
  • blue icon - built in report, can't be edited (can be cloned and customized)
  • red icon - modified report
  • ​gray ​icon - report based on data import
• ​Can limit access to reports based on user rights (setup by admin)​

Running Reports

• Use filters to narrow down results
• running an additional report will show the main screen as cross-referenced adding additional fields

Batch Emails

• ​To setup an automated email, add a ClockWorkServer Job - name it the same as the report
• Add job step with type of Run Report
• Select the report(s) to be sent
• Jobs highlighted in pink are disabled (the job will not run)

Editing Reports

​Contact Support at Clockwork for assistance on how to update a report