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GoRev Report Scheduling Tutorial

Welcome to the GoRev Report Scheduling Tutorial. In this tutorial, we will focus on the process of utilizing the Report Scheduling Module in GoRev.

1 : Navigating to the Reports and Workflows Window

As a GoRev User, the Report Scheduling Module will allow you to send Reports on a customized, weekly schedule. In order to navigate to the Report Scheduling Module, first, begin by clicking on the Reports button present in the GoRev Toolbar.

2 : Navigating to the Report Scheduler Window

After the Reports and Workflows window appears on your screen, please click on the Schedule Report button in the Report Section of the Reports and Workflows Toolbar.

3 : Navigating to the New Report Schedule Window

At this point, the Report Scheduler window will appear on your device. As a GoRev User, you will have the ability to Create New Report Schedules, Edit Existing Report Schedules, and Delete Unwanted Report Schedules in the GoRev Report Scheduling Module. In order to Create a New Report Schedule, first, begin by clicking on the New button in the Report Scheduler window.

4 : Searching for the Required Report

Once the New Report Schedule window becomes visible, please search for the Report that you require using the Search Field in this window.

5 : Selecting Report Schedule Days

After entering this information, please begin creating your customized, weekly schedule by clicking on the Day or Days that you require from the list present on your screen.

If you would like to send the Report on a daily basis, please click on the Everyday checkbox in this window.

6 : Selecting Report Schedule Time

Next, please select a Time for the Report to be sent using the corresponding field provided.

7 : Entering Required Email Address

After selecting the Time that you require, please enter the Email Address that you would like the Report to be sent to into the Email Address field in this window.

8 : Finalizing Report Schedule Creation

Now, in order to finalize the Creation of the New Report Schedule, please click on the Save Schedule button present on your screen.

9 : Selecting Required Report Schedule

In addition to Creating New Report Schedules, as a GoRev User, you, also, have the ability to Edit Existing Report Schedules. To begin, please select the Report Schedule that you require from the Your Scheduled Reports list in the Report Scheduler window.

10 : Navigating to the Edit Schedule Window

Next, click on the Edit button present in this window.

11 : Editing and Saving the Report Schedule

At this point, the Edit Schedule window will appear on your device. To continue, please Edit any of the information in this window that you require. Once you are finished, click on the Save Schedule button on your screen.

12 : Selecting the Report to Send Immediately

At this point, the Edited Report Schedule will be present in the Your Scheduled Reports area of the Report Scheduler window. In the event that you would like to send the Report immediately, first, begin by selecting the Report from the list present on your device.

13: Navigating to the Sending Report Window

Next, click on the Send Now button in this window.

14: Finalizing the Send Now Process

After the Sending Report window becomes visible, please click Yes to finalize this process.

15: Receiving an Email with Access to the Report

Once the Scheduled Time for your Report to be sent has been reached, you will receive an email from reports@venturesoftware.co in your previously entered email.

16: Opening the Email

After you receive the email from reports@venturesoftware.co, please open this email on your device.

17 : Retrieving the Report

Now, in order to Download and View the requested Report, begin by clicking on the Get Report button present in this email.

18: Entering Your Password

At this point, a GoRev Login page will open in your default web browser. To continue, please enter your GoRev Password into the field provided.

19: Changing the Report File Format

If you would like to Download the Report as a CSV File instead of an Excel File, please click on the corresponding checkbox on your screen.

20: Downloading the Report

Now, in order to finalize this process, click on the Download button present on your device.

21: Selecting a Report to Delete

In addition to Editing Existing Report Schedules, as a GoRev User, you, also, have the ability to Delete Unwanted Report Schedules. To begin, please select the Report Schedule that you require from the Your Scheduled Reports list in the Report Scheduler window.

22: Navigating to the Deleting Schedule Window

Next, click on the Delete button in this window.

23: Deleting the Selected Report Schedule

At this point, the Deleting Schedule window will appear on your device. In order to finish Deleting the Selected Report Schedule, click Yes.

Additional Resources

GoRev Report Scheduling Video Tutorial

GoRev Support Team

If you have any additional questions or concerns regarding the utilization of the Report Scheduling Module in GoRev, please contact the GoRev Support Team at ( 1-(832)-658-2209 ).

Back to GoRev Guides

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